Service
Business Systems Setup
Every contact, deal, calendar and communication in one system — with clean data migrated from your existing tools (or spreadsheets), your team trained, and your workflows humming.
What's included
Data audit + field mapping
Contact, company, deal + note migration
Sequence / automation rebuild in native workflows
Domain, DNS + email deliverability setup
Team training + rollout plan
Best for
Teams juggling 5+ disconnected tools
Businesses on legacy CRMs (HubSpot Starter, Keap, Mailchimp)
Anyone starting from scratch
How we deliver
- 1. Audit — 30-min diagnostic; we understand your funnel, tools and follow-up gaps.
- 2. Blueprint — Written scope, price, timeline and milestone list within 48 hours.
- 3. Build — Weekly demos in Loom, live Slack, milestone-based invoicing.
- 4. Launch — Team training, SOP video, KPI dashboard, we stand by for 14 days.
- 5. Optimise — Optional monthly retainer for reporting and iteration.
Frequently asked
How do you scope the work?+
We hold a 30-minute audit call, then send a written blueprint with fixed price, timeline, deliverables and named milestones within 48 hours. If it isn't right, no charge, no chase.
Do we own everything you build?+
Yes. Every sub-account, snapshot, workflow, funnel and asset lives in your own CRM account. You keep the login, the data and the IP. There is zero lock-in.
Do you work in our currency and timezone?+
Yes. We quote and invoice in AUD, USD, CAD and NZD, book meetings in your timezone, and localise every SMS / email flow for your region's spam and consent laws.