Your lead conversion backend, built for you.
A focused implementation designed to make lead handling cleaner, faster, easier to manage, and less dependent on memory or manual follow up.
What we are building.
The scope is intentionally focused so you know exactly what is included and what the finished system is designed to do.
CRM Foundation
- Custom sales pipeline and opportunity stages
- Contact organization and source tracking
- Calendar and booking configuration
- Core lead routing and assignment logic
Lead Follow Up
- New lead response automation
- Email and SMS nurture sequences
- Booked call logic and reminders
- Unbooked and longer term nurture paths
Lead Organization
- Tags and segmentation
- Opportunity creation and movement
- Booked and unbooked paths
- Cleaner visibility across active opportunities
Conversion Experience
- Booking flow review
- Form or lead source connection
- Basic landing page connection as needed
- Call to action flow review
Meta Ads, First 30 Days
- Campaign setup or refinement
- Audience and targeting guidance
- Creative and copy recommendations
- Monitoring and optimization guidance
Training and Support
- System walkthrough
- Team training as needed
- Reasonable launch revisions
- 30 days of implementation support
Simple rollout. Clear milestones.
Access and Mapping
Collect required access, confirm the lead journey, review current tools, and lock the build plan.
Build and Connect
Configure the CRM, pipeline, calendar, lead routing, automation, and agreed source connections.
Test and Launch
Test the experience, make reasonable launch revisions, train the client, and begin the 30 day support period.
One focused build. One clear price.
Included in the $997 build
- Custom backend implementation
- 30 days of Meta ad management
- 30 days of training and support
- Reasonable launch revisions within the agreed scope
- Core build remains with the client after completion
What is not included.
These items can be quoted separately if they become relevant. Keeping them outside the core package helps protect the timeline and keep the $997 build focused.
What we need from you.
Access
Provide required CRM, calendar, website, Meta, domain, and related account access when needed.
Assets
Provide accurate offer details, brand assets, business information, links, copy references, and other materials needed for the build.
Feedback
Review requests and provide timely feedback so implementation does not stall.
Platform Costs
Maintain any required third party tools, subscriptions, advertising accounts, processors, and media spend.
A few important notes.
Third Party Costs
Advertising spend, software subscriptions, domains, processors, and other third party platform fees are paid separately by the client.
Timeline
Implementation timing depends on receiving the required access, assets, information, and approvals without unnecessary delays.
Results
Specific lead volume, appointments, sales, revenue, or advertising performance cannot be guaranteed because results depend on factors outside our control.
Full Terms
The short client agreement contains the complete payment, scope, responsibility, confidentiality, and cancellation terms for the project.
Ready to move forward?
Review the short agreement, confirm the scope, sign electronically, and complete the $997 project payment. Once completed, we can begin onboarding and implementation.
Your $997 Private CRM Build includes the core implementation, 30 days of Meta ad management, and 30 days of launch support and training.