03 · Onboarding

Light CRM Setup

The data backbone that makes follow-up, reactivation and dashboards possible.

01The problem

Leads live in a notebook, a phone, three text threads and someone's memory. Without one system of record, follow-up falls through and you can't reactivate a list you can't even see.

02What it does

We stand up a lightweight CRM tuned to a home-service shop — every lead, job and customer in one place, captured automatically from your calls and forms. The foundation everything else builds on.

03The outcome

Nothing falls through the cracks, follow-up actually happens, and you finally own a customer list you can market to for years.

Your leak, in dollars
Recoverable / month
$0

Estimates only — directional math from your inputs, not a quote. We pin down the real number on the diagnostic call.

Solutions in production

Let's find your biggest leak.

A free 20-minute diagnostic. We'll show you where the money is going — no pitch, no obligation.