Manual follow-up doesn't scale.
You're losing deals because leads aren't followed up with fast enough, and you're missing out on reviews because no one is asking for them consistently.
Manual follow-up relies on human memory, which breaks down when you get busy. We build automated systems that work 24/7 to plug the leaks in your sales funnel.
What's included
Custom workflows built in Portal Pro CRM to handle your most repetitive tasks.
- Missed call text-back
- Automated review requests
- Lead routing & notifications
- Appointment reminders
- Nurture email sequences
- CRM integration setup
How it works
Process Mapping
We map out your current sales and fulfillment processes.
System Design
We design automated workflows to plug the leaks in your funnel.
Implementation
We build and test the automations in your Portal Pro CRM.
Refinement
We monitor the workflows and tweak them based on real-world data.
How we scope projects
Automation projects are highly customized to your specific business processes.
We start with a discovery call to map your current bottlenecks.
We propose a specific set of automations with a fixed project fee.
Most automation builds range from $1,000 to $3,500 depending on complexity.