CRM Setup
A CRM is only useful if people actually use it. We configure systems that fit your workflow, connect your lead sources, and give you a clear picture of where every prospect stands—without requiring a manual every time someone joins your team.
What's included
- GoHighLevel, HubSpot, or Zoho configuration
- Pipeline setup that matches how you actually sell
- Lead source integration (web form, GBP, inbound call)
- Automation triggers connected to your CRM
- Staff training and documentation
What to expect
-
Free audit
We look at your current setup and find the specific gaps before recommending anything.
-
Clear plan
You get a straightforward scope of work with deliverables, timeline, and pricing—no surprises.
-
Careful delivery
We do the work, explain what we're doing, and stay available for questions.
Frequently asked questions
-
GoHighLevel for most local businesses—it's purpose-built for service businesses and includes automation, email, SMS, and booking in one platform. HubSpot is better for B2B or larger teams with more complex needs.
-
Usually yes. The complexity depends on what you're moving from and how clean the data is—we'll assess it first.
-
No. We configure it, train you on it, and document the workflows. You run your business; the system handles the rest.
-
The platform runs $97–$297/month depending on the plan. We'll set up your account and you own it directly.
Led by Bill Barker
With over a decade of technical and marketing experience, Bill acts as a direct, hands-on partner for local business owners. No account managers or high-pressure salespeople—just clean code, practical automation, and clear strategy done with care.
Read our approach & principles →