Outcome
A central lead tracker that the business can actually use
Leads
Leads & Appointments
For businesses that already get some interest but keep losing momentum because leads land in too many places and follow-up depends on memory.
At-a-glance pipeline
1.New
2.Contacted
3.Qualified
4.Booked
5.Closed
6.Lost
What this lane fixes
Stop losing money to invisible follow-up failures.
The point is not to install a giant CRM because it sounds enterprise. The point is to give the business one practical system that shows who came in, where they are in the pipeline, and what needs to happen next.
Outcome
A cleaner path for new leads entering the pipeline
Outcome
Follow-up visibility so fewer opportunities get forgotten
What you get
One source of truth, one capture path, one follow-up rhythm.
Targeted lead lists or deeper account maps when research is the first bottleneck
A lead tracker with stages, next actions, and cleaner follow-up rhythm
Templates and simple dashboard views for the team
Optional automation layers after the core workflow is stable
Packages
Start with the core engine, then automate after it works.
Targeted Lead List
$500 per batch
Build a targeted batch of leads when the business needs a cleaner starting list.
Additional 100 Leads
$350 per batch
Expand the same targeting criteria without re-scoping the whole research pass.
Deep Account Map / Opportunity Sheet
$1,500+
Go deeper on one account or territory when the opportunity needs richer targeting and qualification.
Lead Generation & Sales Engine
$1,800+
One primary lead capture flow, one tracker, key dashboard views, message templates, and training.
FAQ
Keep the system simple enough that it actually gets used.
Do I need a big CRM first?
No. The point is to avoid six months of CRM friction and get one practical workflow working first.
Will this work if my team is not technical?
Yes. The tracker and views are designed for day-to-day use, not for a dedicated admin to babysit.
Can this grow into more automation later?
Yes. The core build lays the foundation so email, SMS, scheduling, and other automation can be added without rebuilding the whole system.