Free call
$0
30 minutes, on video
You tell me what keeps breaking. I tell you whether automation is the answer, and what it would cost. If it isn't worth doing, I say so.
Every lead gets an owner and a reply. Nothing sits for two days.
Leads arrive from the site, the phone and email, and some of them just sit there. I rebuild the step between your forms and your CRM so each one is checked for duplicates, given an owner with a reason, and chased when nobody answers.
- From $4,000: 50% now, 50% on handover
- Review $1,500, credited
- 2 to 4 weeks
- Built in your accounts
Sound familiar?
“A lead came in on Friday. Nobody saw it until Tuesday.”
“The same customer is in the CRM four times, with three different owners.”
“We only find out a lead went cold when we read the weekly report.”
“The booking tool says one thing, the CRM says another, so someone keeps a spreadsheet.”
What I build
One inbox for every lead
Web form, email, chat and phone notes land in one list. Each new lead is checked against what’s already there before a record is created.
An owner within a minute, with a reason
Rules you can read pick the owner. The reason is written on the record, so nobody has to ask why a lead went to Marco.
A timer that chases
If nobody replies within the time you set, the lead goes to a second person, then to you. Nothing ages in silence.
An AI step where it helps
The model reads the message, tags what the person wants and how urgent it is, and drafts a first reply. A person sends it.
Prices
Fixed price. Builds are paid 50% at kickoff and 50% on handover. The $1,500 review comes off the build in full. All prices.
Implementation Review
$1,500
Paid at booking, credited in full against a build
90 minutes on your systems, then a written plan within 5 working days: what to build, in what order, and the acceptance test for each piece.
Build: one workflow
$4,000
$2,000 at kickoff, $2,000 on handover
One workflow end to end, for example web leads into your CRM with deduplication, routing and a reply timer.
- Built in your accounts, 2 to 4 weeks
- Hours measured before and after
- 30 days of corrections
Multi-Workflow Program
from $9,000
Two connected workflows. 50% at kickoff, 50% on handover
Intake, CRM clean-up and follow-up built as one system: two connected workflows sharing the same rules.
Care Plan
$1,000 / month
Monthly, cancel before the next month starts
After the handover: a monthly check on live data, one change a month inside the agreed scope, answers within one business day.
CRM Automation Repair Kit
$119
One-time download, instant delivery
Do it yourself: duplicate rules, merge policy, routing reasons, timers and an audit log template. Free alternatives: the Lead Routing Kit and the Workflow Audit Kit.
How the build runs
The same plan every time, so you know what happens next and what you pay when.
- Week 1
Kickoff and baseline
90 minutes on your systems. We agree the scope in writing and I invoice the first half. I measure today’s numbers: how long a lead waits, how many duplicates come in.
- Week 2
Built on test data
You see the first version working on copies of real leads. You tell me what’s wrong while it’s cheap to change.
- Week 3
Live, with alerts
It switches on for real. Anything that fails goes to a queue and a person gets an alert.
- Week 4
Handover
Runbook, a short training session and the second invoice. You own the accounts and the configuration.
- Day 30
Second measurement
I measure the same numbers again and fix anything inside the scope that broke, at no cost.
Questions
Do I need to replace my CRM?
No. I work with HubSpot, Pipedrive, Salesforce, Zoho, or even a well-kept Google Sheet. The rules change with the API, not with the logo.
We already have thousands of duplicates. Can you clean them?
Yes, but first I stop new ones coming in. Then the clean-up runs in batches, starting with records tied to open deals. Anything ambiguous goes to a person instead of being auto-merged.
Can I do it myself?
If someone on your team builds automations, the CRM Automation Repair Kit ($119) is the same method as a workbook. If you get stuck, the review picks up from there.
What does it cost to run afterwards?
Your existing tool subscriptions, plus model usage if the workflow has an AI step. I estimate that in writing before we start.
Related
Build your system
One repetitive job, usually documents or data entry, done by a workflow you own.
Build your system →Run your own agent
An assistant for one person: inbox, drafts, notes, reminders. It asks before it acts.
Run your own agent →Store
Every offer and kit, grouped by service, with the price on the card.
Go to the store →Tell me what keeps breaking
Thirty minutes, free. You leave knowing whether it’s worth building.