Sales & Marketing Automation
More leads. Less busywork.
We set up your CRM, pipelines, and automations so follow-ups happen on time, deals don’t slip, and your team stays focused on closing.

What we build for you

Practical automations that increase speed-to-lead and keep your pipeline clean.

  • CRM setup, pipelines, and deal stages tailored to your flow
  • Lead capture + instant follow-up (email/SMS) sequences
  • Appointment booking, reminders, confirmations, and no-show prevention
  • Routing leads to the right rep based on rules (territory, service, etc.)
  • Reporting dashboards and automated weekly summaries
  • Data cleanup, deduplication, and lifecycle tagging

Tools we work with

GoHighLevel, Monday.com, HubSpot, Zapier—and honestly, almost any CRM you’re already using.

  • GoHighLevel: funnels, calendars, pipelines, email/SMS automation, and reporting
  • HubSpot: CRM setup, pipeline automation, sequences, and tracking
  • Monday.com: sales ops, task automation, and handoff workflows
  • Zapier: connecting your CRM to forms, inbox, calendars, Slack, Sheets, and more
  • Any CRM: if you have a preference, we’ll set it up and automate it

Stop losing leads to slow follow-up

We’ll set up your CRM and automations so every lead gets tracked, nurtured, and followed up—without you chasing spreadsheets or reminders.

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