Fixes: Leads scattered across tools
CRM Setup & Automation
One pipeline for every lead, built around how you sell.
CRM automation services
CRM automation services that close the leaks.
Six services, one goal: every lead gets a fast reply and a steady follow-up until it books. We start with a free audit, then build only what fixes your biggest leaks.
Free · 30 minutes · Written Leak Map in 48 hours · No obligation
- Free auditWritten Leak Map in 48 hours
- Fixed in 14 daysFlow Fix from $1,500
- Under 5 minutesReply time, guaranteed
Works with the tools you already use
What we build
Pick the leak, find the service
Fixes: Slow or missing follow-up
Workflow Automation
Follow-ups and reminders that run without anyone remembering.
Fixes: Missed calls and after-hours leads
AI Automation
AI that answers questions, qualifies leads, and texts back missed calls.
Fixes: Quotes and deals that go quiet
Sales Pipeline Automation
Quotes and bookings that move forward on their own.
Fixes: Old leads and reviews left on the table
Marketing Automation
Campaigns, reviews, and referrals on a schedule.
Fixes: Tools that don't talk to each other
Integrations & Migrations
Your tools connected, and clean moves off old systems.
How it works
See the full processFrom leak audit to fixed in 14 days
Step 1: Audit
Day 1A 30-minute call where we trace one lead through your forms, CRM, inbox, and calendar.
Your part30 minutes, no prepStep 2: Leak Map
Within 48hA written map of every leak, what it costs you each month, and the fix.
Your partRead it, keep itStep 3: Flow Fix
14 daysYour 14-day leak fix. We build the fixes in your CRM, connect your tools, and test everything before it goes live.
Your partOne kickoff callStep 4: Monthly Tune-Up
MonthlyWe watch for new leaks and adjust the system as your business grows.
Your partOptional, cancel anytime
Client results
What changed for our clients
“A new lead used to wait most of the day for a reply. Now every lead hears from us within minutes, and nobody on the team has to remember to do it.”
< 5 minLead response, down from 4 to 24 hoursTrailside Tidy
“Our leads came in from the website, directory listings, and the phone, and we handled each one by hand. Now they all land in one place, every new lead gets an estimate within minutes, and follow-up, confirmations, and review requests run without us.”
< 5 minEstimate sent to every new leadClutch Cleaning
“We were losing jobs between the quote and the contract. Now the follow-up and the contract go out on their own, and customers sign the same day.”
Same dayFrom lead to signed contractR2 Sealing
“Our old CRM was a mess we didn't even own. The move was seamless: no downtime, nothing lost, and the system is finally ours.”
0Data lost in migrationWomen in Dentistry
“Every lead used to need one of us to qualify it, chase it, and book it. Now the system replies around the clock, answers the usual questions, and puts the booking on our calendar without anyone stepping in.”
24/7AI lead responseAI MOTOX
“Our consultation bookings were up and down, and nobody qualified a lead before it hit the calendar. Now every lead is qualified before it books, old contacts we had given up on are coming back, and bookings are finally predictable.”
AIQualifies every lead before bookingLeadAdvisor
“We were tracking referrals by hand, with no tiers and nothing to stop people gaming it. Now rewards go out on their own at every milestone, abuse gets caught automatically, and nobody has to watch over it.”
4 tiersRewards delivered automaticallyGyro Republic
Client 1 of 7
The offer
Find the leaks free. Fix them for a fixed price.
You see exactly what's broken before you spend anything, and you know the price before any work starts.
Lead Leak Audit
Free
No obligation
We trace a lead through your forms, CRM, inbox, and calendar and find every point where it slips away.
- 30-minute call, no prep needed
- Your written Lead Leak Map within 48 hours
- A rough monthly cost for each leak
- Yours to keep, even if you never hire us
Flow Fix
From $1,500
Fixed price, agreed before we start. We take on 4 new clients a month.
Your 14-day leak fix. We fix your 3 biggest leaks, built in your CRM and connected to the tools you already use.
- Fixed scope from your Leak Map, no surprise invoices
- Live in 14 days
- Tested end-to-end with test leads before it goes live
- Walkthrough video and docs for your team
Monthly Tune-Up
From $300/mo
Optional, cancel anytime
We keep watching for new leaks and adjust the system as your business, team, and tools change.
- Monthly check of every connection and sequence
- Fixes for anything that breaks or drifts
- Small changes and new automations as you grow
- No long-term contract
Our promise
The 5-minute guarantee
After your Flow Fix, every new lead gets a reply in under 5 minutes. If it doesn't, we keep working for free until it does.
Measured from inquiry to first reply on every lead channel we connect during the Flow Fix. Already delivered for Trailside Tidy and Clutch Cleaning.
By industry
All industriesCRM automation for your industry
CRM automation for home services
Cleaning, renovation, sealing, detailing, and other trades that win jobs by answering first.
CRM automation for clinics
Dental practices, medical aesthetics, and other appointment-based clinics.
CRM automation for med spas
Med spas and aesthetics clinics that sell consultations, treatments, and packages.
CRM automation for salons
Hair salons, beauty and nail studios, and barbers that live on repeat bookings.
CRM automation for home renovation
Remodelers, kitchen and bath, and renovation contractors with high-value, slower-to-close jobs.
CRM automation for sealing & coating
Driveway, concrete, deck, and roof sealing and coating contractors with busy seasons.
FAQ
Common questions
How much do your automation services cost?
Most clients start with a fixed-price Flow Fix from $1,500, our 14-day leak fix for their 3 biggest leaks. The exact price comes from your free Lead Leak Audit and is agreed in writing before any work starts. Bigger builds, like a full CRM migration, are quoted the same way.
Do I need all of these services, or can I start with one?
Most clients start with one or two, usually CRM setup and workflow automation, since the others build on top of them. We only recommend the pieces that close a real leak in your business, never the full list by default.
How long does a typical project take?
A Flow Fix is live in 14 days. Bigger builds, like a full CRM migration, are scoped on the audit call with a fixed timeline agreed before work starts.
Do you require a long-term contract?
No. Builds are fixed-price projects. The Monthly Tune-Up after that is optional and month-to-month, so you can cancel anytime.
Stop losing leads you already paid for
Book a free 30-minute Lead Leak Audit. Your written Leak Map arrives within 48 hours, yours to keep.
We take on 4 new clients a month, so every build gets full attention.