CRM Setup & Lead Follow-Up
Pipeline, fields, lead routing, and basic integrations in a client-paid third-party CRM.
CRM · Booking · Payments · Email
Connect the systems behind the customer experience.
We configure practical third-party tools in accounts your business controls, connect the workflow, test it, document it, and teach you how to use it.
Build a Custom QuoteWhat We Can Handle
Choose the support your business needs.
Online Booking
Scheduling connections, confirmation flows, and website integration.
Stripe Payments & Commerce
Stripe-based checkout and payment experiences configured around the agreed scope.
Forms & Digital Workflows
Customer forms, estimates, intake, and handoff workflows with practical documentation.
Domain, DNS & Professional Email
Domain setup, DNS configuration, and Google Workspace email using client-owned accounts and direct billing.
Emergency Recovery & Training
Website/account recovery assistance and negotiated staff technology training when needed.
Important: Software subscriptions, domains, Google Workspace, CRM, Stripe processing, and other third-party charges are paid directly by the client.
How We Work
A clear, accountable process.
Map the Workflow
We document what happens from first inquiry through delivery and follow-up.
Select & Configure
We help select appropriate tools and configure them in your accounts.
Connect & Test
We integrate the agreed steps and test real-world scenarios.
Document & Handoff
Your team receives practical instructions and ownership of the finished system.
Frequently Asked Questions
Helpful answers before we build your plan.
Do you pay for my CRM, email, domain, or software subscriptions?
No. Third-party software, domains, Google Workspace, CRM subscriptions, Stripe fees, and similar costs are paid directly by the client whenever possible.
Can you set up a CRM and lead follow-up process?
Yes. We can configure a third-party CRM around your pipeline, fields, routing, lead flow, and basic integrations, then provide documentation for your team.
Can you set up professional email and DNS?
Yes. We can help set up domains, DNS, and Google Workspace email in client-owned accounts with direct client billing.
Do you provide training after setup?
Yes. Services include practical documentation on how to use the systems. Additional staff technology training can be negotiated when needed.
Build around your priorities