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CRM Automation Package
HubSpot setup, lead capture, automation workflows, and revenue dashboards. Recurring income for you, scalable growth for your clients.
Who it's for
- Service businesses
- Realtors
- Contractors
- Medical clinics
- Agencies
- Local businesses in Wesley Chapel / Tampa
Pricing
Setup fee: $1,500 – $5,000 one-time (based on complexity)
Monthly retainer: $800 – $2,500/month
Managing automations, campaigns, and reporting: typically $1,000+/month
CRM Setup
- HubSpot pipeline creation
- Deal stages
- Contact properties
- Custom fields
- Tags & segmentation
Lead Capture System
- Website forms integration
- Chat widgets
- Landing pages
- Call tracking
Automation Workflows
- Lead assignment automation
- Email follow-up sequences
- Missed call text back
- Appointment reminders
- Sales task automation
- Deal stage triggers
Reporting Dashboard
- Revenue dashboard
- Pipeline tracking
- Lead source tracking
- Conversion rate tracking
Ongoing Optimization
- Workflow improvements
- A/B testing
- Sales process improvements
- Funnel optimization
Ready to Get Started?
Get a tailored proposal for CRM Automation Package.