Know who to call next

We set up a simple CRM that tracks every lead. AI drafts the follow ups for you to send.

Leads slip through the cracks

Your leads live in your inbox, your texts and a sticky note. Some get a call back, and some just get lost.

A CRM is simply one list of your customers and leads. Lots of small teams pay for one they never set up.

Example

Every new quote request lands in one list. AI drafts a follow up if the lead goes quiet.

Example

Each deal shows its next step at a glance. AI writes a short recap after each call.

Example

Clients get tagged by the work they need each year. AI reminds you about due dates ahead of time.

Example

Owners, tenants and units all sit in one place you can search.

Example

It spots regulars who haven't booked in a while. AI drafts a friendly note to check in.

We start with the CRM you have, or help you pick a simple one. Then we bring in your contacts and clean them up.

Next we set up the steps a lead goes through, from call to paid. AI fills in notes and drafts follow ups for you to send.

These are example prices, and your final price goes in writing first.

AI Check-up, $300: We look at how leads reach you and where they get lost.
Setup Sprint, from $1,500: We set up your CRM, move your contacts and add one AI task.
Ongoing Help, $400/month: We tidy your data and add new steps as you grow.

The CRM may have its own monthly fee, paid in your name.

Not always, since lots of owners already pay for one inside a tool. We look at what you have and start there.

We work with well-known CRMs made for small teams like yours. We'll talk about the one you use on the call.

We keep it simple and train your team on it in person. If a step is a pain, we cut it out.

Yes, we bring in your old lists for you. We also help you clean up the doubles.

Book a free 20-minute call to talk through your leads. We'll map how they reach you today and where they drop off.