Online Business Guru - Done-For-You CRM & Conversion Systems

Stop Losing 60% of Your Leads

Done-For-You & Done-With-You Build-Out Packages

Most local businesses and nonprofits lose 60% of leads because their website, CRM, and follow-up don't work together. I build conversion systems where every inquiry is captured, nurtured, and trackedβ€”automatically.

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Does This Sound Familiar?

You're not alone. These are the top challenges local businesses and nonprofits face every day.

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Leads Falling Through the Cracks

Inquiries come in but there's no organized follow-up system. By the time you respond, they've already chosen a competitor.

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Website That Doesn't Convert

You're getting traffic, but visitors leave without taking action. No clear call-to-action, no trust signals, no conversions.

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Drowning in Manual Work

Spreadsheets, sticky notes, and manual data entry consume hours every week. There has to be a better way.

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Can't Track What's Working

You're spending money on marketing but have no idea which channels actually bring in customers or donors.

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Inconsistent Follow-Up

Email and SMS follow-up happens when you rememberβ€”or doesn't happen at all. Opportunities slip away daily.

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No Online Booking or Payments

Customers want to book and pay online, but you're still playing phone tag and chasing invoices.

The Results Speak for Themselves

34%

Average increase in conversion rate

47%

More recurring donors for nonprofits

15hrs

Saved per week on manual tasks

30 Days

Average time to full launch

Two Ways to Work Together

Choose the path that fits your business style and budget

πŸš€ Done-For-You (DFY)

We design, build, integrate, and launch your entire systemβ€”you approve milestones and go live in 30 days.

Best for: Busy owners who want it done right, fast.

🀝 Done-With-You (DWY)

We co-build in 4 weekly working sessions (90–120 min each). You learn the systems and own them forever.

Best for: Teams who want to control their tech and save on ongoing costs.

Done-For-You Packages

Complete systems built for your specific business type

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Local Service Starter

Perfect for: Contractors, home services, professional services (law, accounting, real estate), health/wellness practices

  • 5-page conversion website (Home, Services, About, Testimonials, Contact)
  • Google Business Profile optimization + citation audit
  • Lead capture forms with instant SMS/email notifications
  • CRM pipeline: Inquiry β†’ Qualified β†’ Quoted β†’ Booked β†’ Completed
  • Automated follow-up: missed call text-back, quote reminders, review requests
  • Scheduling integration (online booking for estimates/consultations)
  • Local SEO foundations: schema markup, NAP consistency, sitemap
  • Analytics: GA4 + call tracking + form conversions
  • Payment integration (Stripe for deposits/invoices)
Case Example: HVAC company went from 12% inquiry-to-quote rate to 34% in 45 days with automated text follow-up and online booking.
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Multi-Location Scale

Perfect for: Franchises, multi-site services, regional nonprofits

  • Everything in Starter + location-specific landing pages
  • Centralized CRM with location-based routing and reporting
  • Local SEO for each location (GBP, citations, location schema)
  • Unified analytics dashboard (compare locations, track ROI by site)
  • Franchise/chapter toolkit: templates, brand guidelines, training docs
Get Started

Done-With-You: 4-Week Launch Sprint

We co-build your system in 4 weekly sessions. You get templates, training, and lifetime access to recordings.

Week 1

Strategy, offer, CRM setup, domain/tracking

Week 2

Website structure, forms, copy framework

Week 3

Automations, email flows, payment integration

Week 4

SEO, analytics, launch checklist

Investment: $3,500

Optional: $1,500/mo post-launch optimization retainer

Start Your Sprint

Recommended Tech Stack

Best-in-class tools that work seamlessly together

All-in-One Platform

HighLevel (CRM + website + email + SMS + scheduling)

Alternative: WordPress + HubSpot Starter + MailerLite

Payments

Stripe (with Apple Pay/Google Pay)

Analytics

GA4 + Google Tag Manager + Search Console + call tracking

Local SEO

Google Business Profile + Screaming Frog + schema markup

Compliance

CookieYes + Termly (privacy/terms) + donation receipts

What I Need to Start

Simple requirements to get your project moving quickly

  1. Domain registrar access (or we register for you)
  2. Logo + brand colors (or we create simple branding)
  3. One-liner: what you do, who you serve, what makes you different
  4. Any existing testimonials, reviews, or case studies
  5. Access to current tools (if migrating from another system)

Optional Add-Ons

Enhance your system with these powerful extras

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Google/Facebook Ads Setup

Complete ad account setup + 5 ad creatives

$2,500
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Video Testimonial System

Automated collection system for customer video reviews

$1,200
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Referral/Loyalty Program

Automated referral tracking and rewards system

$1,800
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Monthly SEO Content

4 optimized blog posts per month

$1,500/mo
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Ongoing Optimization

Monthly retainer for continuous improvements

$1,500–$3,000/mo

What Our Clients Say

Real results from real businesses and nonprofits

Ready to Stop Losing Leads?

Reply with your business type, biggest challenge, and preferred model (DFY or DWY).

I'll send a tailored proposal within 48 hours.

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