Your CRM Is a Mess and Leads Are Falling Through
Leads live across spreadsheets, inboxes, and a CRM nobody fully trusts. If you can't say with confidence which leads were followed up and which went cold, this is for you.
Fit before fees.
- Businesses where leads live across spreadsheets, inboxes, and a CRM nobody fully trusts. If you can't say with confidence which leads were followed up and which went cold, this is for you.
Plain steps, in order.
- Step 01
Audit your current CRM
We audit your current CRM and every place a lead can enter it.
- Step 02
Rebuild the structure
Rebuild the CRM structure so every lead has one home and one status.
- Step 03
Connect your sources
Connect your lead sources so nothing has to be entered by hand.
- Step 04
Automate the follow-up
Set follow-up automations so no lead sits untouched.
- Step 05
Train your team
Train your team on the new system so it actually gets used.
Scoped to you.
Every engagement is scoped to your specific setup, not a fixed number of weeks. We'll give you a real timeline once we know what we're working with.
For Mindshift Studios, we built automation dashboards to manage complex data, cutting manual work by 100+ hours per week.
See all case studies →Answers before you book.
Short, honest answers to what usually comes up on the first call.
Book a call about crm setup & automation.
Thirty minutes. You leave with a clear picture of what to fix first.