A CRM your team will use.
We clean your contacts, set up stages that match how you sell, connect your forms, calendar and payments, and build the follow-up that runs on its own.
From $3,000
Works with
- GoHighLevel
- HubSpot
- Pipedrive
- Keap
- Zapier
- Stripe
What we do.
Good fit if: leads live in five places and nobody trusts the numbers.
- Audit your current CRM and data
- Merge duplicates and fix fields
- Design pipeline stages and tags
- Connect forms, calendar, phone and payments
- Build follow-up automations
- Train your team and write the SOP
How we did it before.
A consulting firm whose HubSpot no one trusted.
- Rebuilt the HubSpot CRM from the ground up with new stages and segments
- Set up the automations the team had been doing by hand
- Mapped a HubSpot versus GoHighLevel decision and a rollout plan
One clean CRM the team works from. For a legal services brand we also fixed broken Stripe conversion tracking and verified it end to end.
From Jerome's past in-house and contract roles. Described, not named.
Three ways to start.
Every option is scoped up front and runs month to month. Start with the $1,500 Pipeline Audit if you want a plan first; it comes off month one.
Cleanup
Fix what you have.
- Data cleanup
- Pipeline stages
- Form connections
- Team walkthrough
Setup
Set up properly.
- Everything in Cleanup
- New CRM setup or migration
- Follow-up automations
- Dashboards
Our recommendation
Book a callFull system
Sales and service.
- Everything in Setup
- Service and onboarding pipelines
- Phone and SMS
- 60 days of support
Bought separately, this work costs about $12,500 a month.
The whole team, $9,500 a month.
- A fractional marketing ops lead who owns the plan
- Email campaigns and lifecycle flows
- Social content and short video from your own clips
- Lead replies, missed-call text back, rebooking and win-back
- One report a month with what moved and what's next
We take on 2 new clients a month.
Fair questions
Which CRMs?
GoHighLevel, HubSpot, Pipedrive, Keap, ActiveCampaign, Zoho and Salesforce for small teams.
Will we lose data in a migration?
No. We export everything first, map every field and check counts before anything is switched off.
Is it HIPAA-safe for clinics?
We set up your clinic's own HIPAA-eligible tools under your accounts and BAAs. See our security page.
Where most owners start.
Fractional Marketing Ops Lead
A senior marketing ops lead who owns your plan, tools and freelancers.
From $5,000/moEmail and newsletters
Campaigns and lifecycle flows written in your voice and sent on schedule.
From $2,500/moLaunch management
Webinar, course and product launches run from plan to replay.
From $6,000 per launch
See what we'd fix first.
Send your website. Within two business days Jerome or Effie sends you a 60-second screen recording of the three leaks we'd fix first. Free, and you won't be added to any list.
We take on 2 new clients a month.
Your free teardown
A 60-second video of your site, recorded by a founder.