Stop losing leads
The leads come in. Some of them die in your inbox.
The MASH Follow-Up System Install gives you one place where every active lead lives and one process for what happens next. We organize what you already have, build the pipeline, install the follow-up, and train you to run it.
Who this is for
Owner-led service businesses where the owner is still the sales team. You have demand. The problem is that following up depends on one person remembering, and that person is also doing the actual work of the business.
You probably recognize some of this:
- • An estimate went out three weeks ago and nobody has chased it
- • You can't say how many open opportunities you have right now without checking three places
- • You respond late and lose the job to whoever called back first
- • Past customers haven't heard from you since the invoice cleared
- • Your CRM exists but nobody opens it, or there isn't one at all
What's included
Everything below is inside the $2,500. The specifics get confirmed and put in writing before work begins.
Sales process review
- We map one inquiry-to-sale journey: where leads arrive, what happens next, and where they currently die
CRM configuration
- One starter CRM set up for one owner or a small team
- We work in your existing CRM or another suitable platform, confirmed with you before work starts
- No complex role permissions, no custom automation
Contact import and organization
- Up to 250 reasonably structured records from one spreadsheet or CSV export
- Fields mapped, obvious duplicates removed, simple formatting fixed
- Records organized into the agreed statuses or pipeline stages
- A sample tested so you can see the data landed correctly
Pipeline and follow-up
- One sales pipeline built around how you actually sell
- One follow-up cadence using tasks, reminders, and message templates you can send yourself
Reactivation test
- Where it suits your contacts, the package includes a reactivation test, agreed with you before work starts.
- Sent from your own tools, to your own contacts, with proper sender identification and opt-out handling
Training and handoff
- A walkthrough with you, not a video library
- Written operating instructions so the system survives a busy month
How it runs
Diagnose
We find where inquiries and opportunities are actually being lost. Not a guess from the outside, an honest look at your real process.
Scope in writing
We define the workflow, confirm the platform and the quality of your contact data, and you approve the scope before work starts.
Configure
The CRM and pipeline get built around how you sell.
Import and organize
Your existing records come in, get cleaned up where practical, and get sorted into something you can work.
Install follow-up
One cadence, with the tasks, reminders, and templates that make it run.
Reactivation test
Where it suits your contacts, we reach back out to one segment of past leads, agreed with you before work starts.
Train and hand off
You learn to run it, and you get the instructions in writing.
Who owns what
The $2,500 covers the installation work, not software. You own the CRM and every account attached to it. You pay subscription fees, email and SMS charges, and any third-party usage directly. If you stop working with MASH tomorrow, the system is still yours and still runs.
We recommend a platform that matches how you work and what you're willing to maintain. A free plan is frequently the right answer.
What's not included
This is a starter system, deliberately. Here's what sits outside it.
- Custom integrations between separate software systems
- New automated messaging workflows
- Multi-role permission structures and multiple teams
- Additional pipelines or users beyond the agreed small team
- Extensive data cleanup or rebuilding records from inboxes, notes, or screenshots
- Larger contact lists and additional campaigns
- Ongoing CRM administration
- Unlimited training or support
Any of it can be scoped and quoted separately. We'd rather price it honestly than squeeze it into a flat fee and do it badly.
Questions
What does CRM setup cost for a small business?
The MASH Follow-Up System Install is $2,500 flat, delivered in two to four weeks. That covers the installation work. Software subscriptions are separate and paid by you directly.
Can someone organize my existing leads into a CRM?
That's most of what this is. You hand over a spreadsheet or an export, we map the fields, remove obvious duplicates, import up to 250 usable records, and organize them into statuses you can actually work from.
What counts as a reasonably structured contact record?
A spreadsheet or CSV with recognizable columns for names, emails, phone numbers, and some sense of status or notes. Missing fields, inconsistent capitalization, and duplicates are fine. Hundreds of loose emails, handwritten notes, screenshots, or records that need research to reconstruct are a separate job with a separate price.
Can I keep my current CRM?
Often yes. We work in your existing CRM or another suitable platform, confirmed with you before work starts. If your setup needs more than the standard install, we quote it before work starts. You never have to switch platforms just to hire us.
Do I have to buy software?
The $2,500 is for the installation, not a subscription. You own the CRM and the accounts, and you pay any subscription, email, SMS, or third-party usage charges directly. A free plan is often the right fit, and we'll say so when it is.
Will the reactivation campaign bring back revenue?
It's a signal test, not a guarantee. We find out whether your past leads still respond. Sometimes that produces conversations and sometimes it tells you the list is cold, which is also worth knowing. We only send to your own contacts, from your own tools, with opt-outs handled properly.
Is this a full CRM implementation?
No, and that's deliberate. A full enterprise implementation is months of work and tens of thousands of dollars. This is a starter system an owner can actually run: one pipeline, organized contacts, a follow-up process, and training. Most small service businesses don't need more than that, and the ones that do get a separate proposal.
Do you work outside Massachusetts?
Yes. MASH is based in Medford, Massachusetts and works across Greater Boston and New England, plus remote clients throughout the United States. This engagement is delivered remotely.
Find out what you're actually losing.
Twenty minutes. We'll look at how leads move through your business and tell you whether this is the right starting point.
Book a 20-minute call→Not enough leads coming in to begin with? See the MASH Visibility Sprint