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CRM Setup & Onboarding

Stop losing leads between the cracks. One system to capture every lead, follow up automatically, and onboard new clients smoothly, so nothing slips and your follow-up runs on autopilot. We set it up and wire it together for you.

Free plan, clear starting price, no commitment.

// 03, crm & onboarding

What you get

pipelinesfollow-upbookingonboardingreviews
For who?

Any business getting more leads than it can track by hand, service businesses, clinics, trades, agencies, that lose deals to slow or forgotten follow-up.

What it includes
full CRM setuppipeline designlead follow-upsemail sequencesbooking calendar1-hour onboarding callhow-to docsongoing maintenance
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Other ways we help.

Let's fix it

Leads slipping through the cracks?
Let's talk about it.

Book a free call. We'll show you exactly what we'd do, and what it's worth to you.

Book a free call

No commitment. As a two-person studio, we take on a limited number of clients at a time.