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04 / CRM Setup & Automation

Capture the lead.
Keep it moving.

Bring contacts, conversations, appointments, and follow-up into a clearer system. We set up your CRM around the way your business works, with automation that helps your team stay on top of opportunities.

Let’s Talk About Your Project →Explore the Deliverables ↓
Starting at$800 one-timeView pricing details →

Timeline1–5 days

EXAMPLE LEAD WORKFLOWPROGON / STUDIO
Website formPhone inquiryCampaign lead
  1. 01
    CaptureA contact and an opportunity.
  2. 02
    RespondThe right message, at the right moment.
  3. 03
    AssignA clear owner for the next step.
  4. 04
    BookAn appointment with reminders.
After the workFollow up. Request a review. Stay connected.
Every handoff has a home.
What you receive

A working pipeline.
A clear next step for every lead.

We configure the system around your sales process, then connect and test the handoffs that keep opportunities moving.

01 / ORGANIZE

The system itself

  1. 01

    Configured CRM

    Contacts, relevant fields, tags, and account settings organized around your business.

  2. 02

    Sales pipeline

    Defined deal stages, ownership, and a clear view of where each opportunity stands.

  3. 03

    Lead-source connections

    Agreed website forms and inquiry sources connected to the right contact and pipeline workflow.

02 / AUTOMATE

The follow-up engine

  1. 01

    Email & SMS workflows

    Configured response and follow-up sequences, with approved messages, triggers, and stopping conditions.

  2. 02

    Booking & reminder flows

    Appointment steps and reminders connected to the agreed calendar and booking process.

  3. 03

    Tasks & handoff rules

    Notifications, assigned tasks, and clear responsibility when a person needs to take over.

03 / PUT TO WORK

A confident handover

  1. 01

    Pipeline reporting view

    A useful view of lead activity, appointments, and open opportunities.

  2. 02

    Workflow checks

    A walkthrough of triggers, sample records, message paths, and handoffs before launch.

  3. 03

    Team walkthrough & guide

    Practical guidance for managing contacts, moving deals, and using the workflows day to day.

We confirm the CRM platform, integrations, workflow scope, software subscriptions, and messaging usage before setup. Automations follow your approved communications and permissions.

The handoffs matter

Automation with
a human next step.

A useful workflow knows when to send a message, when to stop, and when someone on your team should take over. We design those handoffs together.

  1. 01A defined trigger
  2. 02An approved message
  3. 03A stopping condition
  4. 04A team handoff
  5. 05A tested workflow
Sound familiar?

Built for the stage
you’re in.

  • Leads are scattered across inboxes, notes, and spreadsheets.
  • Follow-up depends on remembering to send the next message.
  • You want a clearer view of open opportunities and booked appointments.
From idea to action

A clear path forward.

Explore the full Blueprint →
01

Map the journey

Define lead sources, sales stages, owners, and follow-up needs.

02

Configure the CRM

Set up the agreed contacts, pipeline, fields, and connections.

03

Build & test workflows

Check triggers, messages, reminders, and handoffs before launch.

04

Train & hand over

Guide your team through the system and agreed day-to-day workflows.

Your starting investment

CRM Setup & Automation

Starting prices in USD. Final scope, deliverables, and any advertising, software, hosting, or other costs are confirmed in your proposal.

Timeline1–5 days

Starting at$800 one-timeDiscuss Your Scope →
A little more clarity

Good questions.
Straight answers.

Talk through your project →
Can you help with an existing CRM?

We start by reviewing your current tools and process. Your proposal confirms whether we can configure your existing setup or recommend a different approach.

Does the setup price include software?

Setup starts at $800 one-time. We confirm the software plan, integrations, messaging usage, and any recurring costs separately in the proposal.

What can be automated?

Common workflows include inquiry responses, follow-up reminders, appointment reminders, and review requests. We choose the workflows around your needs and permissions.

What is the service timeline?

CRM Setup & Automation has a timeline of 1–5 days. Your proposal confirms the work, required access, and schedule.

Connect the next piece

Better together.

Your next move

Let’s build your next chapter.

Tell us where your business is today. We’ll help you choose the right next step.

Book a Free Consultation →Call (720) 807-1285