CRM setup & migration
Configured properly around your real sales process — stages, fields, permissions and reporting — or migrated cleanly off whatever you have outgrown.
Marketing Automation
Follow-up that happens whether anyone remembers or not.
CRM setup, workflow automation and email infrastructure — the system layer that turns a pile of leads into a process that runs on its own.
01The overview
The system that holds everything else up
Almost every business we audit is losing more money to process than to media. Enquiries sit for three days. A CRM exists but nobody configured it, so the pipeline is a guess. The follow-up sequence depends entirely on one person remembering to send it.
Automation fixes that in the least glamorous way possible: by making the right thing happen automatically. A lead comes in, it gets routed to the right person, tagged, scored, and entered into a sequence that keeps working while everyone is asleep.
We build it on whatever you already pay for where that makes sense, and we make sure the email actually lands — authentication, warmup, list hygiene and the rest. A perfect sequence that goes to spam is just a slower way of doing nothing.
CRM SetupWorkflow AutomationEmail InfrastructureLead ScoringLead RoutingIntegrationsDeliverabilityPipeline Reporting
02What's included
Everything in the engagement
Workflow automation
Lifecycle sequences, internal task creation, reminders and escalations. The work that used to rely on somebody remembering now happens on its own.
Email infrastructure
Domain authentication (SPF, DKIM, DMARC), inbox warmup, sending reputation and list hygiene — so what you send reaches the inbox rather than the spam folder.
Lead routing & scoring
Enquiries reach the right person in minutes, ranked by how close they are to buying, with the context attached so nobody opens a cold record.
Pipeline reporting
Dashboards that show where deals actually stall, built so you can open them any day of the month without waiting for a report from us.
Integrations & data hygiene
Your CRM, forms, calendar, ad platforms and store talking to each other properly — with deduplication so the same person is not in there four times.
03How we deliver
Audit. Build. Launch. Scale.
01
Audit
We map your current process end to end, review the CRM you have, and find every place a lead can currently go quiet.
02
Build
Pipeline structure, workflows, sequences and integrations get built in a sandbox and shown to you before anything touches live data.
03
Launch
We migrate, verify deliverability and switch the automation on in stages, watching the first real leads move through it.
04
Scale
Monthly review of where deals stall, with sequences and scoring tuned against what the data actually shows.
04Packages
Pick the level that fits
Indicative pricing — every engagement is quoted in writing after a discovery call, and the number we send is the number you pay.
Foundation
$1,500/mo
One CRM, configured properly, with the core follow-up automated.
- CRM setup or cleanup
- Up to 5 core workflows
- Email authentication & warmup
- Lead routing rules
- Monthly reporting call
Systems
$3,000/mo
Full lifecycle automation across the whole customer journey.
- Everything in Foundation
- Unlimited workflows
- Lead scoring & segmentation
- Full integration stack
- Bi-weekly calls & live dashboard
Full Ops
Custom
Multi-team, multi-pipeline operations with ongoing build capacity.
- Everything in Systems
- Multiple pipelines & teams
- Custom reporting suite
- Dedicated build hours each month
- Weekly calls & quarterly strategy
05Questions
What people ask about this service
HubSpot, GoHighLevel, Pipedrive, Zoho, Klaviyo and most of the common platforms. If you already pay for one we will generally build on it rather than push a migration you did not ask for. If you have nothing yet, we recommend based on your team size and budget — we are not tied to any vendor and take no partner commissions.
We build in a sandbox first and show you everything before it touches live data. Migrations happen outside business hours with a rollback plan. The goal is that your team notices things getting easier, not that everything changed overnight.
Making sure your email arrives. That is domain authentication (SPF, DKIM and DMARC records), sending-domain reputation, gradual warmup of new domains, and cleaning dead addresses off your list. Skip it and even a well-written sequence quietly lands in spam.
Often more, not less. A small team has nobody to absorb the dropped follow-up. The honest test is whether any lead has ever gone cold because someone forgot — if yes, the automation pays for itself quickly.
Let's talk
Tell us what you're trying to grow
One call, thirty minutes, no obligation. We'll tell you straight whether we can help — and what it would take.
Replies within one business day · Glen Allen, VA · Serving the US