01
Diagnose.
We map where your leads come from and where they stall.
Leads answered in minutes. Followed up until they book.
We build and run the lead capture and follow-up system for accounting, advisory, legal and trades firms with 10 to 200 staff. Fixed price. Your accounts. Live in about three weeks.
Take the 90-second scan
1 of 6Problem
The inquiry that came in Tuesday morning and got its first reply on Thursday. By then they had booked with whoever answered.
The spreadsheet that is also the CRM, the to-do list and the reporting tool. Three people edit it. Nobody trusts it.
The follow-up that was everyone's job, so it was no one's.
How it works
02
Build.
Capture, instant reply, booking, follow-up and a pipeline view, wired into the tools you already use.
03
Run.
We monitor it, fix what breaks and review the numbers with you every month.
What you get
- Every lead captured in one place
- A tailored reply within minutes, at any hour
- Booking without back-and-forth
- Follow-up that stops the moment they book
- A pipeline you can read in 30 seconds
- A monthly review
What happens after you take the scan
That is the system we build, running on our own leads.
- 01
Within minutes, a summary of your answers lands in your inbox.
- 02
If it looks like a fit, you can book a 20-minute call straight away.
- 03
If it isn't, you get a straight answer and a smaller first step.
Lead capture · pet care business · Austin, TX
Ad leads straight into the booking system.
- Meta lead ads connected through Zapier.
- New leads created in their booking system automatically.
- Every lead logged in Airtable, so none go missing.
“Built by the person you talk to. The founder runs your discovery call and designs your system, so nothing gets lost in a hand-off.”
Pricing
Lead capture and follow-up system
From $2,500
A one-time build that works nights and weekends, instead of a monthly salary for follow-up done by hand.
- Fixed price agreed after a 20-minute call
- Live in about three weeks
- Anything that breaks in the first 30 days is fixed free
Not ready for a build? The Operations diagnostic is $750, credited in full against any build.
Operations diagnosticOngoing management available from $390 a month.
Everything runs in accounts registered to your business. If we part ways, you keep all of it.
FAQ
How much does it cost?
From $2,500 for the build. Ongoing management from $390 a month. Fixed price, agreed before any work starts.
How long does it take?
About three weeks from signed scope to live.
Which tools do you work with?
HubSpot, common CRMs, Airtable, Zapier, Make and most booking and email tools. If you already pay for it, we usually build on it.
What happens after the build?
You choose: run it yourself with our handover guide, or have us manage it monthly.
Is there a minimum term?
Only on the Operate tier, three months. Care can be cancelled monthly.
What happens on the 20-minute call?
We ask where your leads come from, how fast they get a reply today and what tools you use. You leave with a clear view of what to fix first and roughly what it costs, whether or not we work together.
Who builds it, and where are you based?
We are a small studio. The founder runs your call and designs your system, and the same team builds it. We work remotely with firms in the US, UK and Australia, and hold calls during US business hours.
How do you handle client data?
We work inside your accounts, with only the access you grant, under a signed services agreement. We don't copy your client data into our own systems. If your firm has recordkeeping or confidentiality rules, tell us on the call and we build to them.
What if it doesn't work?
Your build has a fixed scope agreed in writing. If what we deliver doesn't match it, you don't pay the remaining balance. After go-live, anything that breaks in the first 30 days is fixed at no charge.
How much of my team's time does it take?
About an hour in the first week to walk us through how leads arrive today, and a short review before anything goes live. We do the rest.
Do we need new software?
Usually not. We build on the CRM, forms and calendar you already pay for. If something is missing or holding you back, we tell you what it costs before you decide.