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.
Build around your priorities