Your CRM set up around your business.
Implementation brings contacts, pipelines, calendars, enquiry capture and follow-up together in one system — organised around your services and the jobs you want more of. We identify your main bottleneck and recommend a practical starting point, then test the customer journey end to end before anything goes live.
One connected system, set up around how you work.
We set up your CRM account around your business — contacts and ownership, pipelines and enquiry capture, calendars and booking, approved communication channels and coordinated follow-up. Each enquiry lands as its own opportunity with the right owner and next action, and the customer journey is tested before it goes live. The recommended scope depends on your business; we suggest a practical starting point rather than requiring everything at once. No claim the account is configured until the actual setup is complete and verified.
Account setup around your business
Your CRM account is organised around your services, service area and the jobs you want more of — not a generic template that needs undoing before it's useful.
Contacts and ownership in one place
Every enquiry, customer and business relationship stored once, with the right owner attached so a job never sits forgotten and two people aren't chasing the same enquiry.
Pipelines and enquiry capture
Each genuine enquiry becomes its own opportunity with a clear stage, so you can see what's open, what's been followed up and what needs attention — without confusing one job with another.
Calendars and booking
Discovery calls and appointments connected to the right enquiry, with availability, timezones and conflict handling checked before anything goes live.
Approved communication channels
Email and SMS connected through approved senders, with communication preferences and opt-out handling respected — never bypassing a contact who asked not to be contacted.
Coordinated follow-up
Acknowledgements, reminders and nurture sequences set up so the same contact isn't chased twice for the same enquiry, and stopping one sequence doesn't remove a needed appointment reminder.
What you receive.
- A CRM account organised around your business — contacts, pipelines, calendars and enquiry capture in one place.
- Each enquiry tracked as its own opportunity with a responsible owner and a clear next action.
- Approved communication channels connected, with permissions and opt-out handling respected.
- Follow-up sequences coordinated so the same contact isn't chased twice for the same enquiry.
- The customer journey tested end to end before anything goes live — enquiry to acknowledgement to booking.
- Clear attribution preserved — first-touch and latest-touch kept distinct, no known value overwritten with empty.
- A practical starting point based on your existing setup, goals and budget — we identify your main bottleneck first.
- Handover and ongoing ownership so you understand what's configured and what happens next.
What we'll need from you.
- •Access to your CRM sub-account, pipelines, calendars and existing settings.
- •Your existing contacts, enquiry process, owners and the way jobs are recorded today.
- •Approved communication channels, sender details and permission to connect them.
- •Verified business details — name, contact email, service area and timezone.
- •A review of the proposed configuration and field mappings before anything goes live.
How an implementation project runs.
The recommended scope depends on your business — we suggest a practical starting point rather than requiring everything at once.
Discovery
We learn how your enquiries come in today, where they get stuck and what your business can take on.
Agreed scope
We agree what's included, the configuration order and a proposed timeline before any work starts.
Build
We set up contacts, pipelines, calendars and enquiry capture around your business, and connect approved channels.
Review
You review the configuration, field mappings and follow-up sequences. We refine before anything goes live.
Connect & test
We connect the relevant channels and test the customer journey end to end — from enquiry to acknowledgement to booking.
Improve
We review what's working, identify friction and agree the next useful improvement.
What's delivered, configured and tested
You receive an account set up around your business — contacts, pipelines, calendars, enquiry capture, approved channels and coordinated follow-up — ready to go live once the configuration and live tests are complete. Each enquiry lands as its own opportunity with the right owner and next action, the customer journey is tested end to end, and attribution is preserved. We don't claim the account is configured until the actual setup is complete and verified. We recommend a practical starting point based on your existing setup, goals and budget.
Questions about implementation.
Set up around your business.
Tell us how enquiries come in today and where they get stuck. We'll discuss a practical place to start.