OFF-004 · CRM + Pipeline

Make your CRM the system of record — not a dumping ground

A usable CRM pipeline — stages, owners, and alerts — so leads stop dying in inboxes and spreadsheets.

Start setup — $1,397 today, then $197/month WhatsApp Get started
LIVE · Stripe

Outcome

A usable CRM pipeline — stages, owners, and alerts — so leads stop dying in inboxes and spreadsheets.

Who it’s for

Any service business that has a CRM but still runs the business out of texts, sticky notes, or shared inboxes.

Investment

$1,200 setup
$197 / mo
How it works
  1. Design the boardStages, fields, and ownership rules match how you sell.
  2. Train the teamNotifications and handoffs replace inbox chaos.
  3. Run from the CRMStalled deals surface; reporting shows what’s in motion.

What’s included

  • Pipeline design: stages, required fields, and ownership rules
  • Lead source tagging and basic reporting views
  • Task / notification rules for stalled deals
  • User roles and handoff between marketing and sales/ops
  • Training session for your team on the live board

Pricing

$1,200 one-time setup
$197 / month

Primary industries: Realtors, Dentists, Med Spas, HVAC, Roofers, Mortgage Brokers

Month-to-month after setup unless otherwise agreed. Scope confirmed at kickoff.

Start setup — $1,397 today, then $197/month
WhatsApp Get started
Relevant industries
Realtors Dentists Med Spas HVAC Roofers Mortgage Brokers

Next step

Questions about fit or timeline? Message on WhatsApp with this offer ID, or use Get started so we have your niche and lead sources before the call.

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