[06] Ops
Clean up your CRM and automate the busywork
We turn your messy CRM into a system that routes leads, follows up automatically, and tells you exactly where every deal stands.
[Sound familiar?]
You might be here because…
Leads fall through the cracks because no one follows up.
Your CRM is a graveyard of half-filled records.
You don't trust your pipeline numbers.
[Outcomes]
What you'll actually get
- ●Every lead gets routed, contacted, and logged automatically.
- ●Reps spend their time selling, not typing.
- ●A pipeline you actually trust.
[Deliverables]
Every month, you get:
- 01Pipeline rebuild + lifecycle stage cleanup
- 02Lead routing, round-robin, and SLA reminders
- 03Email + task automation tied to deal stage
- 04Weekly hygiene sweep so the data stays clean
[Integrations]
Tools we plug into
You keep your stack. We just operate it.
Don't see your tool? We probably already work with it — just ask.
[Real examples]
How other SMBs use this
A 4-person sales team
We rebuild their HubSpot pipeline, automate 12 follow-up sequences, and cut their time-to-first-touch from 6 hours to 4 minutes.
A real estate brokerage
Leads from Zillow auto-route to the right agent based on zip code, and missed-call texts go out the same minute.
A managed services firm
Renewals auto-create 90 days before contract end with all the right tasks already attached.
[FAQ]
Common questions
Which CRMs do you support?+
Mainly HubSpot, Salesforce, Pipedrive, Attio, and Close. If you're on something else, ask — odds are we can work with it via Zapier or Make.
Will you migrate us off our current CRM?+
Yes — we handle full migrations including data, properties, and historical activity.
Do I need to give you admin access?+
Yes, ideally as a named seat. You can revoke access in one click anytime.
How fast is setup?+
Initial cleanup + first automations live in 2–3 weeks. Ongoing optimization is monthly.
[Next step]
Add this to your
channel this month.
Adds $1,400/mo. Combine with any other module — your operator stays the same.