Every lead in one place. Proposals, follow-ups, and reminders fired automatically by stage. Sequences that chase on their own. Notes and history per client. Custom-built for your business — and managed by us every month.
The short version: most service businesses don't have a lead problem — they have a lead-management problem. Calls get missed, estimates go unchased, proposals go out late. We build you a custom CRM pipeline with stage-triggered automations and follow-up sequences, then manage it monthly, so every lead is captured, worked, and either won or consciously dropped. Setup $1,500–$3,500 · management $800–$2,500/mo · live in 21 days.
Ask most owners where their leads are and the honest answer is: everywhere. Some in the voicemail box. Some in a texting app. A few in an email thread, one on a sticky note, two that the estimator "definitely remembers." Each lead is a small lottery ticket, and the drawing happens whenever somebody happens to remember it exists.
The pipeline ends that. Every lead — phone calls, web forms, website chat, SMS, referrals typed in by hand — lands on a single board with your stages and your branding. A typical build runs New → Contacted → Proposal Sent → Won, with Lost and Nurture parked on the side. Your stages may differ; a law firm's intake pipeline is not a roofer's estimate pipeline, and we build what your sales process actually is, not a generic template.
From that moment on, the answer to "where is that lead?" is always the same: on the board, at a stage, with a next action already scheduled.
Anyone on your team can open any card and pick up the conversation cold — and sound like they never left it. That's what "notes and history per client" means in practice: no more "remind me what we quoted them."
Here's the part that changes the economics: in this system, work doesn't happen because someone remembered — it happens because a card moved. Every stage carries its own automations, written for your business, in your voice, approved by you before anything goes live.
The moment a lead enters the board — including a missed call caught by text-back — the first touch goes out in under a minute: a text, an email, or both. Speed-to-lead stops depending on who's near a phone.
Quote details on the card become a professional proposal from your template library — same day, not two days later from memory. The confirmation and the calendar invite follow automatically.
No answer on the proposal? A polite nudge goes out on day two, a value-add on day four, a last call on day seven — the cadence you approved, stopping the moment the lead replies.
Welcome email, scheduling link, prep instructions — and, after the job, the review request at the moment your customer is happiest. The warm glow becomes a Google review instead of evaporating.
You notice what all four have in common: no human had to initiate anything. Your team's job shrinks to the part that actually needs a human — the conversation, the estimate, the work. The chasing is the system's job.
Most estimates don't get a no. They get silence — and silence is where sequences earn their keep. A sequence is a pre-written series of email and SMS touches that runs until the lead answers, books, or opts out. Polite, persistent, and in your voice: we write them with you during the build, you approve every word, and they run exactly as approved.
The typical unchased estimate closes at whatever rate luck gives you. The same estimate with a five-touch sequence behind it gets answered — sometimes weeks later, by a customer who simply got busy and is relieved you reminded them. Owners consistently tell us the recovered jobs feel like found money. They aren't; they're the money that was always there, leaking.
Every sequence stops the instant a human replies — the system hands the conversation to you with the full history attached. It never argues, never double-sends, and never gets tired on a Friday afternoon.
Follow-up systems decay. A sequence written in January references a price you changed in March. A new lead source appears and nothing captures it. Deliverability drifts. The uncomfortable truth about automation is that it's only as good as its last tune-up — which is why management isn't an add-on here; it's the product.
Every month we review how the system actually performed: response times, sequence reply rates, stage conversion, the leads that stalled and why. Then we tune — tighten a cadence, rewrite a touch that isn't landing, add an automation for the edge case that showed up twice. You get a short written report in plain English.
And every plan includes a private Telegram group: you, your team, and us. Something off? Say it in plain English — "we stopped servicing Brookfield," "that Tuesday message sounds too pushy" — and it's corrected, usually within a day. The system gets sharper the longer it runs, because corrections accumulate instead of evaporating.
Five small demos running right here in your browser — a simulation of the pipeline we build for clients. Demo data, no signup, nothing leaves this page.
Drag a card to another stage — the stage does the work. On touch, use the card's Move → button instead.
Drop a card into Contacted and the follow-up sequence starts. Drop one into Proposal Sent and the proposal goes out — watch for the envelope.
Pick a trigger on the left — the right panel runs itself.
Every channel lands on the same board. Add one yourself — it drops into New above.
A real build captures these from your phone, forms, chat, and SMS — no typing required. Hear the phone capture ↓
Every action you took above moved these numbers. That's the point.
Demo data — your board starts empty and fills with your real leads, and the real dashboard looks like this.
A simulated demo call — the capture layer feeding the pipeline. 52 seconds.
Thanks for calling Summit Air! This is Aria. How can I help you today?
Hi, yeah. My AC just stopped working, and it's like ninety degrees in here. Can someone come out today?
Oh no, I'm sorry to hear that. Let's get you taken care of right away. I have a technician available this afternoon between two and four, or tomorrow morning between nine and eleven. Which works better for you?
This afternoon would be great.
Perfect. Can I get your name and the service address? Okay, thanks Mike! You're all booked for today between two and four. You'll get a text confirmation in just a moment, and the technician will call you when he's on the way. Is there anything else I can help you with?
No, that's it. Thanks so much!
You're welcome, Mike. Stay cool. We'll see you this afternoon!
Call complete — Mike is booked for today, 2–4 PM.
In a real build, that booking is already a lead card on your board with a confirmation text sent.
Each of these is a capability we build and manage as part of the system — the capture layer, the automation layer, and the visibility layer.
The phone capture layer: every call answered 24/7, qualified, and booked — straight into your pipeline as a new lead card.
The website capture layer: visitors' questions answered, quotes given, leads captured into the same pipeline while they're still deciding.
The automation layer behind the stages: proposals, follow-ups, routing, reminders — the triggers that make the pipeline move on its own.
The visibility layer: pipeline value, response times, and conversion by stage — live, on one screen, from every tool you use.
Plain-English answers from your pipeline numbers — what changed, why, and what's worth acting on, reviewed monthly with you.
Workshops that get your team fluent in the system — what it does, why, and how to get the most out of it. We don't gatekeep.
The stages, the sequences, and the integrations change with the trade — a law firm's intake pipeline is not an HVAC estimate pipeline. See yours:
Setup runs $1,500–$3,500 depending on plan and covers the pipeline audit plus the complete build — your stages, your branding, your automations and sequences, tested against real scenarios. It's yours to keep even if you don't continue.
Management runs $800–$2,500/mo depending on how many channels we capture and how much attention your pipeline needs. It covers the monthly tuning of your automations, sequences, and stages, your written report, and your private Telegram group. Multi-location and multi-pipeline scopes are custom-quoted.
Add-ons map to how businesses grow: an extra pipeline or branch, a CRM migration with data cleanup, a proposal template library, review sequences, a live dashboard.
One place where every lead lives — calls, forms, chats, referrals — organized into stages from new to won, with automations attached to each stage. When a lead moves, the right thing happens: the proposal goes out, the follow-up fires, the reminder lands. Nobody has to remember anything.
A CRM is an empty database. This is a working system: we build your pipeline, wire your channels into it, write your automations and sequences, and then manage all of it every month. You get the outcome a CRM promises without becoming a part-time software admin.
Usually not. We build around the tools your team already opens. The pipeline and automations layer on top of — or inside — your existing system. If you're on spreadsheets, we migrate you onto a managed setup.
Setup runs $1,500–$3,500 depending on plan and covers the pipeline audit plus the full build. Management runs $800–$2,500/mo: monthly tuning of your automations, sequences, and pipeline, plus your private Telegram group. Custom multi-location scopes are quoted.
21 days from kickoff: audit in week one, build in week two, automations live in week three.
Businesses with too few leads to manage (under roughly 15–20 a month), teams that won't open a shared system no matter what it does, and anyone looking for a magic button. The system works because the follow-up is relentless — if you don't want relentless follow-up, don't buy it.
The free audit maps where your leads come from and where they die — and sketches the pipeline we'd build first. 30 minutes, yours to keep either way.