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FOUNDATION SERVICES

B2B CRM and Funnel Setup
That Prevents Lead Loss

Stop Letting Leads Slip Through the Cracks

ICP & Buyer Blueprint Sprint
Inbound Foundation: Website & SEO Launchpad

Never lose another lead with a follow-up system that runs itself

A complete CRM and automation setup that ensures every lead is captured, nurtured, and tracked all the way to revenue. In 4–6 weeks, we’ll implement a CRM and automation system that captures, scores, and nurtures leads automatically.

Quick Win:

Automated lead capture live in weeks. No more missed follow-ups

Investment from:

$2,997

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What You’ll Get with the Automation Foundation: CRM & Funnel Setup

01

CRM Setup

Configured for your team’s workflow.

02

Automated Workflows

Lead capture forms and scoring rules, follow-up, and nurture sequences.

03

Pipeline Dashboards

Clear reporting dashboards on deal stages and conversions.

04

Data Hygiene Pass

Duplicate cleanup and field standardization.

05

Team Training

Walkthrough session and reference guide for daily use.

Questions about your CRM, site, or automation? Let’s Talk

Contact Us

Questions about your CRM, site, or automation
Let’s Talk

Contact Us

Why the Automation Foundation: CRM & Funnel Setup Matters

Manual follow-ups cost deals. Automation ensures every lead is tracked and nurtured. Without automation, hot leads go cold, and managers can’t see what’s working. This foundation ensures no lead is lost and revenue is always visible.

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How the Automation Foundation: CRM & Funnel Setup Works

Requirements Workshop

We document how your sales team works today.

Build & Automate

We configure CRM, workflows, and dashboards.

Launch & Train

You get a live system and training session so adoption sticks.

Frequently Asked Questions

Stop losing leads to chaos and automate your funnel.
Book your CRM & Funnel Setup today.

Still Have Questions? Get in Touch
Book Your Growth Clarity Call
“David understood how marketing needed to support sales rather than operate in isolation. He aligned programs across channels in a way that supported sales priorities while respecting budget and production realities.”
Carole Randle, Applied Marketing Inc
Carole RandlePresident | Applied Marketing Inc.
Carole Randle, Applied Marketing Inc
“David understood how marketing needed to support sales rather than operate in isolation. He aligned programs across channels in a way that supported sales priorities while respecting budget and production realities.”
Carole RandlePresident
Applied Marketing Inc.