A pipeline built around how you actually work.
An hour on a call. We map your sales journey, pipeline stages, and automations. You get a custom automated pipeline you can keep track of, from where every lead came from to how many jobs closed this month.
How a CRM build-out works
No templates. No "best practice" nonsense. Your pipeline, built around how your business actually runs.
The hour-long sit-down
We get on a call and walk through your entire sales journey. How leads come in. Where they go. What you do when you get a new enquiry. What makes a quote "cold". What triggers a review request. Every step.
Pipeline stages mapped
Together we define every stage, new lead, quote sent, quote accepted, job in progress, job complete, review requested, long-term nurture. Your words, your workflow, not a generic template.
Automations & tone defined
Where in the pipeline should automations fire? Follow-up SMS at hour 4? Quote reminder on day 3? Review request 48 hours after job complete? What tone should they use? Your voice, not a corporate script.
Built, tested, handed over
We build it out, test every stage, show you where to click. From launch day you see every lead at every stage, know what's working, and nothing falls through the cracks again.
What your pipeline tracks
Every signal you need to know how your business is actually performing, in one place.
Lead source attribution
Where every enquiry came from, Google, Meta, referral, direct. Know what's actually driving work.
Quotes sent, accepted, lost
Live count by stage. Spot the ones going cold before they drop off.
Jobs closed & revenue
Live sales pipeline value. See conversion % from enquiry to booked job.
Review requests fired
How many went out, how many landed, how many 5-star. Reviews on autopilot.
Long-term nurture sequences
Past customers kept warm with scheduled check-ins. Reactivation on autopilot.
Where every lead is right now
One view, every stage. No more "did I follow up with that guy?" moments.
Pricing & availability
CRM Build-Outs are included on Pro, or available as a one-off project on Starter and Growth. Scope depends on how complex your sales journey is, most build-outs are a 1-hour call + 3-5 working days of build time. We'll quote on the call.
Book A Build-Out CallStop losing jobs to "I'll chase them later"
One hour. Your sales journey mapped. Your pipeline built.
Explore My Options