Sales Management

This is a done-for-you Sales Support & Appointment Management service. We manage lead follow-up, outreach, and appointment scheduling so your team can focus on closing work instead of chasing leads.

Channels are the ways customers contact your business. This includes email, text messaging, website forms, ad lead forms, and booking links. We manage and track communication across all approved channels in one system.

CRM management means organizing and maintaining every lead, conversation, and appointment in a centralized system. We ensure leads are routed correctly, follow-ups happen on time, and records stay accurate so nothing falls through the cracks.

Reporting shows what’s happening inside your sales pipeline. You can see lead volume, response activity, scheduled appointments, and where leads are coming from. This provides visibility without needing to manage the system yourself.

Outreach support means proactively contacting warm prospects, past leads, or inactive inquiries. This helps keep your pipeline moving during slower periods or when launching new services. Outreach is professional, targeted, and aligned with your brand.

Advanced CRM workflows are automated processes that manage lead routing, follow-ups, and scheduling as volume increases. These workflows reduce manual work while keeping the sales process consistent and responsive.

Advanced automation handles multi-step follow-ups, appointment confirmations, reminders, and conditional messaging based on lead behavior. This ensures timely communication without relying on manual effort.

Advanced reporting offers deeper insight into trends such as appointment volume over time, channel performance, and pipeline health. This helps identify what’s working and where improvements can be made.

Sales Manager support is included in Full Sales Support plans. It provides oversight of lead handling, workflow performance, and system optimization to support growth without requiring internal management.

Pricing includes:

• A one-time CRM setup fee
   
• A flat monthly service fee based on service level
   
• A flat fee per scheduled appointment
   

There are no commissions, percentages, or revenue sharing.

Pricing includes:

• A one-time CRM setup fee
   
• A flat monthly service fee based on service level
   
• A flat fee per scheduled appointment
   

There are no commissions, percentages, or revenue sharing.

Scheduled appointments are billed 30 days in arrears and invoiced on the 1st of each month. Monthly service fees are billed separately and are due on the 15th.

A scheduled appointment includes a qualified prospect, a confirmed date and time, placement on your calendar, and confirmation sent to the prospect.

Yes. Clients are given access to view activity, appointments, and reporting for full transparency.

You do. We manage the pipeline and book qualified conversations. Your team handles sales and closing.