Service Summary

A structured, productized service designed to improve follow-up, increase conversion, and create a reliable pipeline.

We don’t recommend tools.
We design and implement a complete follow-up and pipeline system tailored to your business.

Each system is built to:

• Reduce response time
• Eliminate follow-up gaps
• Improve conversion consistency
• Increase deal velocity

Tier 1: Foundation — $1,000–$1,500

For firms that need structure and visibility.

Single pipeline setup
1–2 inbound lead sources connected
Core follow-up sequence (email-based)
Basic pipeline visibility
Initial system configuration

Tier 2: Growth — $1,800–$2,500 

For firms ready to improve conversion performance.

Multi-channel follow-up (email + SMS)
Structured follow-up sequences (5–10 touches)
Lead prioritization logic
Calendar booking integration
Pipeline tracking and visibility
Basic reporting

Tier 3: Advanced — $2,500–$3,500

For firms that want a complete revenue capture system.

Everything in Growth, plus:
Proposal or estimate workflow automation
Re-engagement campaigns for dormant opportunities
Missed inquiry recovery (after-hours capture)
Enhanced pipeline structuring

Ongoing Optimization (Optional)

Monthly retainer: $300–$1,000/month

Includes:

System monitoring and maintenance
Follow-up sequence optimization
Performance improvements
Ongoing support and adjustments