Lead Generation
Service · Revenue
Capture the right people. Route them to your team with context.
Forms, funnels, CRM, automation — designed so the leads worth your time get to a salesperson fast, and the ones that aren’t get filtered out before they waste a calendar slot. Built on tools you already own where possible, replaced where they’re costing more than they save.
What you get
- Lead-capture audit. Every form, every CTA, every entry point — mapped, scored, and prioritized for fixes. You’ll know exactly where the leaks are before we close any of them.
- Conversion-tuned forms. Built with Fluent Forms (or your existing tool), designed to qualify in the form fields themselves so your team gets a richer record than name-email-message.
- Funnels that match buyer intent. Different paths for the curious, the considering, and the ready-to-buy. High-intent leads route straight to a calendar; lower-intent ones get nurtured first.
- CRM setup or cleanup. HubSpot, Pipedrive, or whatever you’re on — configured so the pipeline reflects reality, not a graveyard of stale stages.
- Automation that earns its keep. Lead routing, internal notifications, qualification scoring, and follow-up sequences — built so your team sees the right lead at the right moment with the right context.
- Attribution you can act on. UTM discipline, source tracking, and a reporting layer that tells you which channel deserves the next dollar.
A typical engagement
Weeks 1–2 — audit and design. We map your current capture, identify the broken steps, and design the replacement funnel. You’ll have a written plan with named tools, scoped automations, and clear handoffs before any build begins.
Weeks 3–5 — build and connect. New forms ship, CRM gets cleaned up, automations get built and tested. Your sales team is in the loop on routing rules so nothing arrives as a surprise.
Week 6 and on — optimize. The monthly retainer pays for iteration: new entry points, A/B tests on the qualifying questions, automations that adapt as your pipeline matures. The system gets sharper every month it runs.
Pricing
Starting at $2,500 setup + monthly retainer. Most builds land between $2,500 and $7,500 for setup, with monthly retainers from $1,200/month for ongoing optimization and reporting. You’ll have an exact proposal in 48 hours of brief.
FAQ
Do I need a new CRM?
Usually not. Most teams have a CRM they’re underusing. We’ll work with what you have unless it’s actively making the problem worse — in which case we’ll tell you, recommend a replacement, and migrate you cleanly.
Will this work with my sales process?
We design around your process, not the other way around. The first audit includes a working session with whoever owns sales so the funnel reflects how your team actually closes deals.
What if I don’t have a sales team — just me?
That’s fine and common. We tune the automation harder so the system does more of the qualification work and only the right calls land on your calendar. Plenty of our owner-operator clients run this way.
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