Welcome to the
Wiring Room
Your CRM is the wiring that turns leads into loyal clients .
CRM Service Includes:
CRM Selection Support
(if needed)
Pipeline Stages & Lead Status Mapping
Client Onboarding Workflow
System Architecture Design
Tagging & Contact Segmentation
SOP + Training for Us
Full CRM Setup + Custom Fields
Email Templates & Automations
CRM Cleanup
Already have a CRM but it’s a mess? We’ll audit, streamline, and rewire your system so it supports your growth, without the overwhelm.
Includes:
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CRM System Audit
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Account Configuration + Tag Reorganization
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Contact Segmentation Strategy
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Workflow & Automation Mapping
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Consolidation Of Duplicate Tools (where possible)
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Clean Dashboard Setup
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SOP For Updated Use
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Post Support
CRM Optimization
Your CRM is only as powerful as the information flowing into it. We help you plug it into the right places—your website, forms, social channels, and more—to make lead collection automatic, not accidental.
Includes:
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CRM Health Check
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Data Cleanup
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Form & Lead Magnet Integration
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Website → CRM Connection
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Social Link Flows
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Lead Labeling Strategy
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Auto-Response Setup
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Reporting Dashboard for Lead Activity
What Clients Say After CRM Support:
Before
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“I think I talked to that lead, but I’m not sure…”
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Leads fall through the cracks
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Onboarding is inconsistent
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You dread opening your CRM
After
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“Everything’s tracked, and I know exactly where each lead stands.”
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Automated follow-ups keep the flow alive
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Every client starts strong, with a streamlined welcome
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It’s finally working for you—not against you
Let’s wire your client journey for success.
No more sticky notes, guessing games, or forgotten follow-ups. Just clarity, connection, and consistent growth.
Some of Our Favorite CRMs
Let’s walk through your business,
room by room, and build a system that feels like home.
YOU ARE HERE
Foundation
Bookkeeping & Payroll
Connections
CRM Systems
