Sales services
CRM strategy

Leads are only

half the job.

The CRM behind the leads, the triggers that follow up while interest is still warm, and a pipeline you can actually read. Same performance-first approach as the marketing side.

The CRM behind your leads, the triggers that follow up fast, and a pipeline you can read.

$5

Lowest cost per conversion

7x+

Return on ad spend

Monthly

Reporting cadence

1 yr+

Every client tenure

01

What this is

CRM, in plain English.

Most of the money lost in a sales process is lost after the lead arrives. Somebody meant to call back, the enquiry sat in an inbox for two days, and by then the customer had booked with whoever answered first.

A CRM fixes that with structure rather than effort. Every lead lands in a stage, every stage has an owner and a next action, and the follow up that does not need a human goes out automatically.

It also closes the loop on the ad spend. When the pipeline is set up properly you can see which campaign produced the deals, not just the enquiries.

02

What is included

Pipeline, triggers, automation.

Four pieces, built to run without anyone remembering to run them.

01

Campaign management

Leads tagged by source and campaign so closed revenue can be traced back to the spend that caused it.

02

Triggers

Automatic follow up on the first hour, the third day and the second week, because speed closes more than persistence.

03

Pipeline flow

Stages that match how you actually sell, each with a next action and an owner.

04

Automation

The admin nobody enjoys handled by the system: reminders, assignments, status changes and reporting.

03

How we work

Three steps to a pipeline that runs itself.

01

Map

How a lead moves through your business today, including the parts that only happen when someone remembers.

02

Build

Stages, fields, triggers and automations set up in your CRM, with source tracking wired to the ad accounts.

03

Report

Pipeline value, stage conversion and closed revenue by campaign, reviewed monthly.

04

Questions

What clients ask before they start.

Which CRM should we use?

Whatever you already have, if it can do the job. If you have nothing we will recommend something proportionate rather than enterprise software you will not use.

Do you train our team on it?

Yes, and that pairs naturally with sales training if the team is new to working a pipeline.

How long does setup take?

A few weeks for most businesses. Migrating messy historical data is what stretches it.

Will this replace our salespeople?

No. It removes the admin so they spend their time on calls instead of updating records.

Can you connect it to our ads?

That is the point. Source and campaign tracking is set up so closed revenue reports back against spend.

Next step

Where do your leads go?

Send over what you are running now and what you want it to do. We will audit it for free and come back with what we would change and whether we are the right people to do it.

Send over what you are running now and what you want it to do. We audit it for free and tell you what we would change.

106-7337 North Fraser Way, Burnaby, BC V5J 0G7
Metro Vancouver and all of British Columbia
National clients, same reporting rhythm
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