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Service · CRM and lead automation

Stop losing leads to the inbox.

Most small businesses do not have a lead problem. They have a follow-up problem. Inquiries land in forms, calls, texts, and inboxes, then the next step depends on someone remembering. I build the flow that catches the lead, drafts the reply, and keeps the follow-up visible.

What this looks like

The lead should not live in someone’s head.

The late-night inquiry. The quote that needs a nudge. The voicemail no one wrote down. Boring details, yes. Also the exact details that decide whether a lead turns into revenue.

Inbound

When a lead first shows up

  • 01 A new lead fills out your contact form. Captured into your CRM, tagged by source, AI drafts a reply for your review, you approve in one click.
  • 02 Someone calls and leaves a voicemail. Transcribed, logged in the CRM, AI flags whether it is worth your time today.
  • 03 A quote went out 5 days ago and the prospect has not replied. Check-in draft auto-generated, ready for you to send.
Follow-up

When the conversation goes quiet

  • 04 A hot lead lands at 11pm. Telegram or SMS alert with the inquiry summary so you can act first thing.
  • 05 End of week. One digest of new leads, stalled deals, and what needs your attention next week.
What I build on

Inside the tools you already use.

I do not push tool migrations. If your stack works, we build inside it. If something is genuinely holding you back, I will say so before any work starts.

The pieces are usually simple: capture the lead, sort it, draft the reply, log the conversation, and remind the right person before the thread goes cold.

A real example

Clean forms, cleaner records, fewer loose ends.

This site needed forms that worked hard in the background: spam protection, lead storage, admin views, and a cleaner handoff after someone reached out.

Timeline Most builds 2 to 4 weeks
Approach Built inside your CRM
Migrations None forced on you
Sending Drafts before auto-send
How it works

Find the workflow. Make it usable.

This is practical on purpose. We keep the scope clear, use the tools that make sense, and leave you with something your business can use.

Step 01

Find

We look at the work that is slow, manual, or too easy to drop. Then we pick the one thing worth fixing first.

Fit call + scope
Step 02

Map

I map what happens now, what should happen next, and where AI can help without forcing a tool change.

Plain-English plan
Step 03

Build

I build the workflow, connect the tools, and test the steps. You stay close enough to steer without doing the work twice.

Done-for-you setup
Step 04

Handover

You get the working setup, a simple walkthrough, and the option to keep me on if you want help with the next thing.

Use it or keep me on
CRM questions

What owners usually ask first.

Do I have to switch CRMs? +
No. I build inside the CRM you already use. If your current setup is too limiting, I will say so before we start.
What if I do not have a CRM yet? +
I will recommend one based on your business and existing tools. Lightweight options like Airtable or Notion are fine for many small businesses.
Can AI reply to leads automatically without me approving? +
I default to draft-for-review. Auto-send is possible, but I usually recommend against it for the first month so you can watch what the AI drafts and tune it.
How long does a CRM build take? +
Most are 2 to 4 weeks from kickoff to handoff, depending on how many sources of leads we are wiring in.
Work with me

One-time build first. Ongoing care if you want it.

Most builds run $1,500 to $5,000, with the typical project around $2,000. I quote the exact number after I understand what needs fixing. You will know the price, the scope, and what I am building before anything starts.

Step one

Workflow Scope

Scope/ we pick the right first fix
  • 30-minute fit call
  • Written scope document with what I would build
  • A clear price before you commit
  • Honest "not a fit" if that is the answer
After launch

Workflow Care

Monthly/ only if you want support
  • Monthly check-in to keep the system tuned
  • Add the next small automation or dashboard view
  • Updates to prompts, pages, flows, and walkthrough notes
  • Direct email and Telegram access for quick questions
Pricing note
Builds vary in scope. The application tells me enough to suggest the right lane before any number is committed.
Apply to work with me

You have been meaning to fix this for months. Let's do it.

If I can help, I will tell you what I would fix first. If I cannot, I will say that too.

Apply to work with me