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CRM and sales systems
A pipeline, follow-up and past-client retention that never slips.
What does a CRM and sales retention system include?
A CRM and sales system is the pipeline your team works from, plus the follow-up that runs on its own: lead scoring and routing, nurture sequences by text and email, and a retention engine that keeps past clients hearing from you. We have built retention CRMs used company-wide by a nine-figure business and sales toolkits run by large teams.
What's included
Examples describe the kind of work, not a specific client.
- CRM selection and setupAn insurance agency moves from spreadsheets to one CRM with clean fields and imported history.
- Pipeline designNine vague stages become six, each with clear exit criteria and an owner.
- Lead scoring and routingLeads with a budget and timeline reach the senior rep within five minutes.
- Nurture sequencesBuyer leads get a 90-day text and email sequence until they are ready.
- Past-client retention enginePast clients hear from the business every quarter without anyone remembering to send it.
- Database reactivationA med spa sends a seasonal offer to 3,000 old leads.
- Sales toolkit and scriptsReps text a comparison calculator during the call and rehearse objections with an AI role-play partner.
How you buy it
As one of the three systems in a $10,000 Build & Teach engagement, or one build a month on the Growth Partner plan. Your team is trained on it either way. See pricing.
Often paired with
Tell us where you want to be.
Five-minute form. A written reply within two business days.