CRM Setup and Automation
Your BusinessOne System
Sales Pipeline
$50,100 total value
New Lead8
JM
John M.Kitchen Reno
$12,500
SK
Sarah K.Exterior Paint
$4,800
Contacted5
DL
David L.Roof Repair
$8,200
Appt Set4
AP
Anna P.Window Install
$6,400
Quote Sent3
RB
Rob B.HVAC Service
$3,200
Closed Won2
TW
Tom W.Deck Build
$15,000
22 active leads
Every lead, every follow-up, every pipeline stage in one place. CRM configured and automated specifically for your home service business.
Fully operational in 7 days
$8.71 return per $1 spent
You own everything. Always.
4.9/5 rating
91% of 11+ employee companies use CRMLive in 7 daysSales Pipeline
$50,100 total value
New Lead8
JM
John M.Kitchen Reno
$12,500
SK
Sarah K.Exterior Paint
$4,800
Contacted5
DL
David L.Roof Repair
$8,200
Appt Set4
AP
Anna P.Window Install
$6,400
Quote Sent3
RB
Rob B.HVAC Service
$3,200
Closed Won2
TW
Tom W.Deck Build
$15,000
22 active leads
Industries We Serve
Roofing Companies
HVAC
Plumbing Companies
Landscapers
Legal
Real Estate
Hair Salons
Auto Repair
NewPet Grooming
Roofing Companies
HVAC
Plumbing Companies
Landscapers
Legal
Real Estate
Hair Salons
Auto Repair
NewPet Grooming
THE HARD TRUTH
You Are Losing Leads
Every Single Day
Your leads live in 5 different places.
Emails.
A notepad.
Your phone.
A spreadsheet.
Your head.
None of them talk to each other.
A customer calls on Monday.
You write their name on a sticky note.
By Thursday, the sticky note is buried.
By next week, they hired someone else.
You did the work. They got the lead.
But nobody followed up.
Not because you are lazy.
Because you are buried in jobs.
You cannot remember every lead.
You cannot text back every missed call.
You cannot track what you cannot see.
So revenue leaks.
Every single day.
We fix that.
One system. Every lead. Every follow-up.
Nothing falls through the cracks.
Predictable pipeline.
“We were losing 30% of our leads to sticky notes. Now every lead is tracked and followed up automatically.”
Diagnosis
Why Your Current System
Is Costing You Money
No single source of truth
Leads are scattered across spreadsheets, notepads, inboxes, and text messages. Nobody knows the full picture - so nothing gets followed up consistently.
No pipeline visibility
You cannot see where deals stand, what stage they are in, or how much revenue is sitting in your pipeline. You are flying blind on the most important number in your business.
Manual follow-up
Every callback, every estimate reminder, every thank-you text relies on someone remembering to do it. Memory is not a system - and leads fall through daily.
No automation
Every text message, every email, every appointment confirmation is sent by hand. Your team spends more time on admin than on selling and delivering work.
No reporting
You cannot measure what you cannot track. Without data on lead sources, close rates, and response times, you are guessing instead of growing.
Disconnected tools
Your website, ads, phone system, email, and calendar are all separate tools that do not talk to each other. Every gap between them is a place where leads disappear.
Our Framework
The Growth
CRM Engine™
A four-phase system that transforms scattered leads into a predictable pipeline. Migrate, automate, connect, then report.
Get StartedPhase 1
Migrate
Import your existing contacts, configure pipeline stages to match your sales process, set up custom fields for your trade, and organize everything in one place.
Phase 2
Automate
Speed-to-lead response in under 60 seconds. Automated nurture sequences. Follow-up reminders. Missed call text-back. Every lead gets attention without lifting a finger.
Phase 3
Connect
Website forms, ad leads, phone calls, emails, and text messages all flow into a single pipeline. Every lead source is tracked and attributed automatically.
Phase 4
Report
Real-time dashboard showing lead sources, pipeline value, close rate, response times, and revenue attribution. Data-driven decisions replace gut feelings.
Is This Right
For You?
Best For
- Home service businesses with 5+ leads per week
- Contractors, painters, HVAC, plumbing, roofing, electrical
- Businesses currently using spreadsheets or sticky notes to track leads
- Owners who want to see their pipeline value in real time
- Teams ready to follow up faster and close more deals
Not For
- Businesses with fewer than 2 leads per week
- Companies not willing to adopt a new system
- Owners who prefer paper-only workflows
- Businesses looking for free CRM with no setup support
- Anyone expecting results without consistent data entry
Your Unfair Advantage
One Dashboard.
Every Answer.
crm.yourbusiness.com/dashboard
24
New Leads
+12%
$87K
Pipeline
+8%
34%
Close Rate
+5%
48s
Avg Response
-22%
New (8)
Contacted (5)
Quoted (3)
Won (2)
JM
John M.
New lead from Google Ads
SK
Sarah K.
Appointment confirmed
DL
David L.
Quote sent - $8,200
Pipeline customized for your trade
Stages built around how your business actually works - from initial inquiry to job completion. Not a generic template.
Speed-to-lead automation
New leads get a call, text, and email within 60 seconds. Automatically. 24 hours a day, 7 days a week.
Automated nurture sequences
Leads that do not book immediately enter drip sequences. 60% of revenue comes from follow-up that most businesses never send.
Lead source attribution
Know exactly which channel - Google, Facebook, referral, direct - produced every lead and every dollar of revenue.
Real Results
From Real Businesses
Metro Painting Co.
Before
Leads tracked in a notebook, 40% follow-up rate
After
100% leads in CRM, 92% follow-up rate
Investment: CRM setup + automation
2.3x more jobs closed per month
GTA Plumbing Pros
Before
3-hour average response time, no pipeline
After
48-second response, $127K visible pipeline
Investment: Full CRM + speed-to-lead
68% improvement in close rate
Summit Electrical
Before
Zero lead tracking, lost 30%+ of inquiries
After
Every lead tracked, automated follow-up
Investment: CRM + nurture sequences
Recovered $42K in previously lost revenue
What Results
To Expect
Performance depends on:
- Number of leads flowing into the business
- Team adoption and consistent usage
- Response time to new inquiries
- Quality of existing contact data
- Integration with ad and website lead sources
1
Day 1-2
Discovery and Migration
Audit your current lead flow, import existing contacts, configure pipeline stages, and set up custom fields specific to your trade.
2
Day 3-4
Automation Setup
Wire speed-to-lead, missed call text-back, nurture sequences, appointment reminders, and follow-up workflows into your pipeline.
3
Day 5-6
Integrations and Testing
Connect your website forms, ad platforms, phone system, and email. Test every workflow end-to-end before going live.
4
Day 7
Launch and Training
Go live with your full CRM. Team training session. Reporting dashboard walkthrough. Ongoing optimization begins.
Why Businesses Choose Us
Why Businesses Choose
Our CRM Setup
100%
Built for contractors, not corporate
Most CRMs are designed for software companies with 50-person sales teams. Ours is configured specifically for home service businesses - your pipeline stages, your follow-up cadence, your workflow.
100% trade-specific
7
Live in 7 days, not 7 months
Enterprise CRM implementations take forever. We get you fully operational in one week - pipeline configured, automations running, team trained, leads flowing.
7 days to launch
100%
You own everything. Always.
Your data, your automations, your pipeline. If you ever leave, everything goes with you. No hostage situations. No proprietary lock-in.
100% ownership
Sound Familiar?
CRM Concerns
We Solve
01
“I have tried CRMs before and they were too complicated.”
Most CRMs are built for enterprise sales teams with 200 features you will never use. We configure exactly what your home service business needs - nothing more. Simple pipeline, clear stages, and automations that run without you thinking about them.
See our setup process02
“My team will not use it.”
Adoption fails when the system creates more work. We build automations that eliminate manual tasks - your team does less admin, not more. Plus, we train every team member one-on-one.
Team training included03
“Can not I just use a spreadsheet?”
Spreadsheets do not send follow-up texts. They do not track response times. They do not auto-nurture cold leads. They are a list, not a system. The average business loses 30% of leads to manual tracking.
See the difference04
“I do not have time to learn a new system.”
You are already spending 5-10 hours per week on manual follow-up, searching for lead info, and trying to remember who to call back. The CRM saves you that time within the first week.
Time savings breakdown05
“How is this different from HubSpot or Salesforce?”
Those are built for software companies. We build a CRM specifically configured for your trade - your pipeline stages, your follow-up cadence, your automations. Plus, we set it all up for you.
Compare platforms06
“What if I already have some leads in another system?”
We migrate everything. Contacts, notes, deal values, tags - all imported cleanly into your new pipeline on day one. Zero data loss. Zero duplicates.
Migration processGot Questions?
We've Got Answers
Stop Losing Leads.
Start Building Pipeline.
Get a free CRM audit and see how a properly configured pipeline with automated follow-up can transform your close rate in 30 days.
Growth Infrastructure
Complete Your
Growth Stack
Every piece of your AI growth infrastructure, built to work together.