Automation & Growth Consulting
Reduce manual work, respond to leads faster, and keep follow-ups consistent — without bloated software or vendor lock-in.
Lead Capture
Turn web inquiries into structured leads that actually get followed up.
- • Forms (web, landing pages, intake)
- • Routing to the right inbox/team
- • Lead tagging and basic segmentation
Follow-Up Systems
Simple workflows that prevent leads from falling through the cracks.
- • Email follow-up sequences
- • Optional SMS reminders (when appropriate)
- • Appointment confirmation flows
CRM & Pipeline Setup
A clear pipeline beats a complicated one. Start with what you'll actually use.
- • Pipeline stages + definitions
- • Lightweight CRM selection/implementation
- • Reporting basics: what matters weekly
AI-Assisted Communication
Speed up drafts while keeping messages human and on-brand.
- • Reusable templates for replies
- • FAQ responses and intake summaries
- • Quality guardrails (tone + accuracy)
Tooling note
Solutions can be implemented using the tools you already have, or using a consolidated platform later. The focus is outcomes first: capture leads, follow up consistently, and track deals cleanly.
Want to see what this looks like for your business?
A short call is usually enough to map a simple workflow and identify the quickest win.