CRM Setup · Pipeline Design · Follow-Up Automation
CRM Setup, Lead Follow-Up & Sales Pipeline Automation
If leads are coming in but slipping through the cracks once they land, here's exactly what we install to fix it.
What This Actually Means
A CRM without the right stages, automations, and follow-up rules is just an expensive contact list. This is the work that turns it into something that actually catches leads instead of letting them go quiet: deal stages that match how your sales cycle really works, automated follow-up so nothing depends on someone remembering, and reporting that tells you where deals are actually stalling.
Whether you're calling this CRM setup, CRM implementation, or looking for CRM implementation consultants to do it for you, it's the same underlying work. We call the broader methodology Revenue Systems. This page is the plain-language version: what you're actually buying when you hire someone to fix your CRM and pipeline.
What's Included
Four Pieces, Installed Together
CRM Setup & Configuration
Deal stages built around your actual sales cycle, not a generic template, plus contact and company field mapping and lead source tracking from first touch.
Lead Follow-Up Automation
Automated nurture sequences, task and reminder triggers for whoever owns a lead, and re-engagement flows for contacts that have gone cold.
Sales Pipeline Design
Stage-exit criteria that define exactly when a deal is allowed to move forward, and trigger-based routing so a high-intent lead gets a response in minutes, not days.
Reporting & Forecasting
One dashboard instead of five disconnected tools: pipeline velocity, win/loss by source, and a monthly revenue forecast based on what's actually in the pipeline.
Who This Is For
This is for businesses that already have consistent lead flow, referrals, search, ads, it doesn't matter which, but leads stall after they come in: follow-up is inconsistent, nobody's clear on who owns a given deal, or you genuinely can't say where deals are getting stuck.
If you're not getting consistent leads yet, this isn't the starting point. Start with the Visibility Sprint instead. Fixing the pipeline before you have leads flowing into it just means a well-organized system with nothing moving through it.
How This Is Packaged
Scoped on its own, this typically starts around $5,000 to $8,000 depending on complexity, how many lead sources need consolidating and how much cleanup the existing data needs. If you need this alongside the visibility and lead capture side too, it's bundled into the full Growth Engine build, starting at $12,000. And once it's installed, ongoing management and optimization is a RevOps Retainer conversation, starting at $2,500 a month.
See the full pricing and engagement options for how each tier breaks down.
Proof, Not Promises
We built the entire revenue infrastructure for 617 Hauling from scratch, custom deal stages, a unified data layer, and trigger-based follow-up, and reduced manual operational overhead by 80% while increasing conversion velocity within the first 30 days. See the full breakdown on the Work & Case Studies page.
Stop Losing Leads You Already Paid to Get
Tell us how leads are currently getting lost. We'll tell you honestly whether it's a CRM problem, a process problem, or something else.
Start the ConversationQuestions About CRM Setup & Automation
What's actually included in CRM setup and sales automation?
CRM configuration built around your real sales cycle, automated follow-up and lead routing, pipeline design with clear stage-exit criteria, and the reporting layer to see what's actually happening. It's scoped to what your business needs, not a fixed checklist everyone gets sold the same version of.
Do I need a new CRM, or can this work with what I already have?
Most of the time we work with what you already have. The problem is rarely the CRM software itself, it's that nobody defined the stages, automations, and follow-up rules correctly when it was set up. We'll tell you plainly if your current tool is genuinely the constraint, but that's the exception, not the default recommendation.
How is this different from the full Growth Engine?
The Growth Engine bundles this work together with the visibility and lead capture side for a full system build, starting at $12,000. If you already have consistent lead flow and just need the CRM, pipeline, and follow-up side fixed, this is scoped on its own, typically $5,000 to $8,000 depending on complexity.
How long does CRM setup and automation take?
A typical setup for a small service business, one to three people handling sales, runs two to four weeks once lead sources are consolidated. It takes longer if leads are currently scattered across text, email, and a form nobody checks, since that data has to get cleaned up first.
What if I'm not sure whether this is my actual problem?
That's exactly what the Visibility Sprint is for. It's a 7-day diagnostic that identifies whether your gap is discoverability, CRM and follow-up, or something else, before you spend on the wrong fix.
For the deeper methodology behind this, see Revenue Systems. Already have this built and just need it maintained? See the RevOps Retainer.