Done With You/Sales & CRM
Your growth system. Built for you. Run by you.
We bring your CRM, lead capture, follow-up, AI assistance and campaign infrastructure together — then show your team how to operate it.
- Free
- No obligation
- Clear next steps
- New leadWeb form · 9:42 pm
- AI follow-upReplied in seconds
- Appointment bookedTue · 10:30 am
- CRM updatedStage: Booked
- CustomerHanded to your team
- OptimizedWeekly insights · what's working
Sound familiar?
The problem
Leads come in from five places and get followed up from none of them.
You've bought the software but nobody set it up to match how you actually sell.
Every new campaign means rebuilding the same forms, pipelines and messages again.
The outcome
What changes
- 01
One connected system from first inquiry to booked appointment.
- 02
Follow-up that happens on time, every time, without a person remembering to do it.
- 03
A team that knows how to run it after we hand it over.
What we can deliver
- CRM, pipelines and stages mapped to your sales process
- Lead capture forms and appointment booking
- Automated follow-up sequences (email and SMS, with consent handling)
- AI sales assistant configured for your offers and FAQs
- Campaign infrastructure configured for review before anything runs
- Tracking and reporting setup
- Team walkthrough and training
- A defined post-launch support window
What we need from you
- A decision-maker available for a kickoff and a review session
- Access to your existing tools via secure delegated access (never shared passwords)
- Your offers, pricing and sales process documented or walked through with us
Not included
- Advertising spend, telephony, AI usage and software subscriptions are billed separately
- Regulated or unfamiliar niches are scoped individually before any commitment
- Results are not guaranteed, and ad platforms make their own approval decisions
How this engagement works
Scoped after a free Growth Audit. Pricing is shared privately once we understand your business.
FAQ
Good questions.
Is this just a CRM setup?
No. A CRM setup is one component. The install connects capture, follow-up, booking, AI assistance and campaign readiness into a system your team can run — configured and tested for an agreed launch scope.
How long does it take?
It depends on scope and how quickly we get access and decisions from your side. We confirm a timeline in the statement of work, not before.
What happens after handover?
You get a walkthrough, documentation and a defined support window. If you want us to keep managing and optimizing it, that's the Growth Partnership.
Do you publish pricing?
Not for this. Scope varies a lot between businesses, so we quote after the Growth Audit.
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Often paired with
Strategy
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Let's find the next bottleneck in your growth.
Tell us where your business is today. We'll explore what could make the biggest difference next.
- Free
- No obligation
- Clear next steps