Home › Services › CRM Setup and Lead Tracking

I want every lead and next step kept in one clear place

CRM Setup and Lead Tracking

CRM setup keeps every lead, conversation and next step in one place so follow-up is clear.

Ask about this service Call (561) 203-9685

Keep every lead, conversation and next step in one place so follow-up is clear. A CRM, or customer relationship management system, records who contacted the business, what they need, who owns the response and what happens next.

How this gets fixed

The service is a CRM setup

This is a setup and training job. The system is chosen against how you actually sell, configured with your stages, loaded with your existing contacts, wired to the places leads arrive from, and then taught to the people who will use it.

You end up holding one list you can open once a day, where every lead has a stage against it and a next step with a date.

Choosing it

  • A CRM picked for how you actually work, not the one with the biggest ad budget
  • What it costs, per seat, before you commit
  • Told plainly when you do not need one yet
Scope

What this service includes

Included in your service
  • The general ones
  • HubSpot, Pipedrive, Zoho, Salesforce, Monday and Copper are the ones most small businesses land on
  • They differ more in how much setup they need than in what they can do
  • Which of them fits you is the app comparison consultation
  • Or the one built for your trade
  • Home services and trades: Jobber, Housecall Pro, ServiceTitan
  • Law: Clio and the others built around matters rather than deals
  • Studios, salons and clinics: the booking system you already run is usually the CRM too
  • Real estate, insurance, dental and restaurants each have their own, and they are usually the better answer
  • If you already pay for one of these, the job is making it work, not replacing it
  • Or something simpler, built for you
  • A custom tracker where a full CRM is more than you need, and more than you will use
  • Your existing spreadsheet turned into something that holds up
  • Airtable or a similar base, when you want the shape to match your business rather than the other way round
  • No monthly seat fee, and nothing to learn that you will not use
  • Setting it up
  • Your stages, so you can see where every lead actually is
  • A pipeline you can look at once a day and know what to chase
  • Your existing contacts imported and de-duplicated
  • Leads captured automatically from your forms, your calls and your inbox
  • Making it stick
  • Follow up scheduled, not remembered
  • Client onboarding and project tracking once they say yes
  • Connected to your booking, your email and your invoicing
  • Taught to you and your team, so it is still being used in three months
Related work quoted separately
  • The CRM subscription and seat fees, which stay in your name and on your card
  • Bought lead lists or heavily duplicated records.Contact and Data Cleanup can prepare existing data first
  • Choosing between unresolved platforms or writing sales sequences, which are separate app-selection or copywriting work
  • Working the pipeline or sending judgment-based messages for you.The system organizes the next step; your team handles it
  • Custom code or developer work inside a CRM that does not support what you want out of the box
  • Any promise about how much you close.A pipeline shows you what is there, it does not sell it

Options and additions

Standard starting point
  • CRM chosen and set up
Available additions or alternatives
  • Custom tracker where a CRM is too much
  • Contacts imported and de-duplicated
  • Training your team on it
The process

How it runs, step by step

  • Tell me what is going on The form below. What you have now, and what you want instead.
  • A short call, if it needs one Only where the scope cannot be settled in writing.
  • You get the scope and the price In writing, with what is included and what is not.
  • You approve it Nothing starts before you have agreed the scope and the price.
  • The work happens You are told when something needs a decision from you, and nothing else.
  • Handover What was done, where it lives, and what to do next, written down.

More on how working together works.

FAQ

Questions about this service

I use a spreadsheet. Is that a problem?

Not on its own. A spreadsheet fails when two people edit it, when nothing reminds you, and when you want to know what happened six months ago. If none of those bite yet, a tidier spreadsheet is a legitimate answer and it is sometimes the one you get.

Which CRM is the right one?

It depends on whether your trade has one built for it. Home services, law, clinics and real estate usually do, and the one built for the trade beats the general one. That call gets made before anything is bought.

Will my contacts and team come across?

Usable contacts are imported, fields without a safe destination are identified first, and the team is trained on a pipeline with only the steps the business needs.

I already pay for something. Do I switch?

Often no. If you already pay for a system built for your trade, the job is making it work rather than replacing it, and that is cheaper and less disruptive than a move.

Can it connect to my booking and invoicing?

Often. Direct connections and practical alternatives are confirmed before the platform is chosen. Your data export is also tested so the business can keep its records if it later leaves.

Send me the details

I read it and reply with the scope and the price before any work starts.

Ask about this service or call (561) 203-9685

Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

What would help most?

Pick at least one. More than one is fine.

Answer a few more if you want a more specific first reply

What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

Prefer regular email? [email protected]

Derek Packer

Your inquiry was received.

I will review what you sent and reply within two business days.

You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].