Follow-up, booking & tracking
CRM and marketing automation for local businesses
We set up a CRM that captures every call, message and form, texts back missed calls, follows up by email and SMS, puts the call script on your team's screen, and shows you where every customer came from.
New
Contacted
Booked
What is a CRM?
What a CRM does for a local business
A CRM (customer relationship management system) is one place where every inquiry lands: from your website, ads, phone and social media. Marketing automation sends the right follow-up by text and email at the right time, so no inquiry is forgotten when you're busy on a job.
- Never lose a missed callMissed calls get an automatic text back within moments.
- Reply in minutes, not daysEvery new inquiry gets a fast confirmation and a follow-up.
- Let people book themselvesA booking calendar connected to your follow-up.
- Your team knows what to sayA calling system with the call script on screen and the customer's details beside it.
- See where customers come fromEvery lead tracked from the first click.
What's included
A follow-up system, set up and maintained
Built for your business, tested, and handed over to your team with training and monthly support.
CRM setup
Every inquiry in one place.
- One pipeline for your leads
- Lead capture and team notifications
- One booking calendar
Automatic follow-up
Automatic, but personal.
- Follow-up emails
- Follow-up text messages (SMS)
- Missed-call text-back
- Stops when someone replies, books or opts out
Calling system
Every follow-up call, organized.
- A call list for your team each day
- Call script on screen with the customer's details
- Call outcomes saved in the CRM
- Team training and a monthly check
How it works
From scattered inquiries to one system
- STEP 1
Free strategy call
We learn how inquiries reach you today and where they get lost.
- STEP 2
Map your process
We plan the pipeline, messages and booking flow with you.
- STEP 3
Build
We set up the CRM, calendar and follow-up messages.
- STEP 4
Test
We test every form, call and message before going live.
- STEP 5
Train your team
We show your team the call list, the script on screen and what to do after each call.
- STEP 6
Monthly check
We check the workflows every month and make small changes.
Better together
Ads bring inquiries. Follow-up turns them into customers.
Every dollar spent on ads is wasted if inquiries wait days for a reply. A CRM makes sure each one gets a fast, consistent response.
New
Contacted
Booked
Is it right for you?
Who our CRM and automation is built for
A great fit if you
- Run an established local service business
- Serve customers from Vancouver to Chilliwack
- Can invest $3,000+ a month in marketing, including ad spend
- Have a team ready to answer calls and messages
Probably not a fit if you
- Want a fully automated sales team
- Get very few inquiries today
- Need custom software development
Questions
CRM and automation FAQ
Which CRM do you use?
We build on GoHighLevel, which combines a CRM, booking calendar, email and SMS in one place.
What is missed-call text-back?
When you can't answer a call, the caller automatically gets a text so the conversation continues instead of going to a competitor.
What is the calling system?
Your team gets a list of the people to call each day. When they call, the script appears on screen with the customer's name and details, and they save the outcome in one click so the next step happens automatically.
Will the messages sound robotic?
No. We write them for your business, and they stop as soon as someone replies. Your team handles the actual conversations.
Is texting customers allowed in Canada?
Yes, with the right consent. We set up follow-up to respect consent and opt-outs under Canada's anti-spam law (CASL).
What does it cost?
We send a clear quote after the free strategy call. Phone, email and SMS usage costs are separate.
Can you set up tracking too?
Yes. GA4, Google Tag Manager and Meta Pixel and Conversions API setup are quoted separately, based on your website and platforms.
Ready to stop losing inquiries?
Answer 4 quick questions and book a free strategy call.
Get your free strategy call