Full CRM buildout (High Level CRM) customized per department (sales, marketing, operations)
Custom workflows for lead capture, nurture, appointment booking, onboarding, post-sale follow-up, and reviews
AI Agent Deployment (for Growth or Scale Plan):
– Sales: books calls, handles objections, follows up
– Marketing: Reputation management agent (end to end management of Google & Meta reviews)
– Ops: Answers phones, handles chat support and more.
Pipeline automation: so no lead or client falls through the cracks
Calendar + form integrations for seamless client experience
Dashboard setup so you can see every touchpoint, every deal, every dollar in one place
And more depending on your business and use case.
✅ Deliverable: Working CRM + automations, email/SMS templates, AI agent setup (as applicable), internal documentation
Our mission is to help you automate everything. Not sure where or how to proceed... just ask.
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