CRM Setup That Organizes Your Leads
Get your leads organized. HubSpot, Salesforce, or Pipedrive configured for your workflow. Data migration, automation, team training. Founder-executed.
15-minute fit call. No commitment required. Clear scope, fixed pricing, streamlined process.
What You'll Get
Battle-tested experience. Your business gets a founder-executed approach, scoped to what you need.
What's Included
- Platform setup and configuration (HubSpot, Salesforce, Pipedrive, or your choice)
- Data migration from spreadsheets or existing systems
- Workflow automation (lead → quote → invoice)
- Team training and documentation
- 30-day follow-up to ensure adoption
HubSpot
Small to mid-size businesses, all-in-one marketing and sales
Salesforce
Growing businesses, complex sales processes
Pipedrive
Sales-focused teams, simple and visual
From $1,500
Fixed scope—no surprises. Pricing depends on platform choice and data complexity.
Typical pricing:
- •Basic setup: $1,500–$2,000
- •With data migration: $2,000–$3,000
- •Complex workflows: Custom quote
Process That Saves Time
If we can't streamline our own processes, who are we to claim we can streamline yours?
Clean, pain-free engagement. You review and sign the scope, project begins, cadenced check-ins, allotted revisions. No surprises, no handoffs.
Platform Selection
Choose the right CRM for your needs
Configuration
Set up workflows and automation
Data Migration
Move your existing data safely
Training
Team walkthrough and follow-up
Ready to Organize Your Leads?
Clear scope. Fixed pricing. Founder-executed. Kentucky-rooted technology that works for Kentucky businesses.
15-minute fit call. No commitment required. We'll help you find the right solution—whether that's CRM Setup, Integration Quick-Start, custom solutions, or something else.
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