CRM SETUP
The Foundation Plan
For businesses that need their CRM organized, connected to their website, and set up to manage leads more clearly before adding paid ads or larger marketing campaigns.
The Foundation Plan gives your business the backend structure it needs to capture leads, organize contacts, track sources, and create a cleaner handoff from website inquiry to follow-up.
Turn Website Leads Into a Clear System
The Foundation Plan connects the first pieces of your lead system so inquiries are captured, organized, tracked, and ready for follow-up.
Website Form
New inquiries are captured from your website forms and sent into a clear process.
CRM Entry
Contacts are added into the right place with the fields your team needs.
Lead Tracking
Sources, tags, and pipeline stages help organize each opportunity.
Follow-Up
Basic notifications and automation help your team respond clearly.
CRM SETUP
Build the Foundation Before You Scale
A strong marketing system starts with the basics: a clean CRM, working website forms, clear lead tracking, and simple follow-up automation.
If leads are coming in through your website, but your team is still manually tracking them, missing follow-ups, or guessing where they came from, this plan helps organize the system behind the scenes.
The goal is simple: make sure every new lead has a clear place to go, a clear source attached, and a clear next step.
Clean Up the Backend
Organize your CRM, pipeline, tags, and lead stages so your team knows where every inquiry stands.
FOUNDATION PLAN
What’s Included
The Foundation Plan includes:
CRM setup or cleanup
Lead pipeline organization
Contact fields and tagging setup
Website form integration
Basic email notification setup
Lead source tracking setup
Basic follow-up automation
Calendar or booking integration
Website thank-you page or confirmation flow
Simple handoff/training notes
What This Helps You Fix
This plan helps fix common backend issues like disconnected forms, unclear contact records, missing lead sources, inconsistent follow-up, and messy pipelines. Instead of relying on manual tracking or scattered notifications, your business gets a clearer structure for receiving, organizing, and managing leads.
Frequently Asked Questions
Why should we choose you over a website builder like Wix?
While website builders like Wix offer a quick and easy way to create a website, they often lack the advanced features and customization options that professional web design services provide. Here are several reasons to choose our services over a DIY website builder:
- SEO Best Practices: Our websites are built with SEO best practices from the ground up. This means better search engine rankings and more organic traffic to your site.
- Fast Loading Times: We ensure your website loads quickly, which is crucial for user experience and search engine rankings. Slow websites can frustrate users and lead to higher bounce rates.
- Accessibility: We design websites to be accessible to all users, including those with disabilities. This not only broadens your audience but also helps you comply with legal requirements.
- Responsive Design: Our websites are fully responsive, meaning they look and function great on any device, whether it’s a desktop, tablet, or mobile phone. This is critical as more users access websites from mobile devices.
- Scalability: We build your website with scalability in mind, ensuring it can grow with your business. This allows for easier updates and additions as your needs evolve.
- Custom Solutions: Unlike website builders that rely on templates, we offer custom solutions tailored to your specific needs, providing a unique and professional look for your brand.
- Expert Support: With our services, you get ongoing support from experienced professionals who can assist with any technical issues, updates, and improvements.
Choosing a professional web design service like ours sets a strong foundation for your online presence, making it easier to grow and scale your business effectively.
- SEO Best Practices: Our websites are built with SEO best practices from the ground up. This means better search engine rankings and more organic traffic to your site.
What is included in the web design packages?
Our web design packages include selecting a template, setting up the website with your branding and tone, high-quality hosting, ongoing support, and comprehensive video guides to help you manage and update your site easily. Additionally, we optimize your website for search engines to enhance your online visibility.
Can I customize my website beyond the template?
Yes, we offer custom web design solutions tailored to meet your specific needs. You can fill out a form to schedule a consultation call, and we'll discuss your unique requirements in detail to create a website that fits your vision perfectly.
To start with a custom web design solution, fill out our consultation form and schedule a call with our team. We'll discuss your project requirements and create a unique web design that fits your vision and business goals.
How long does the setup take?
The setup time varies depending on the package you choose and how quickly we receive your branding information. Our part of the setup typically takes about 2 weeks. However, timely communication from you is crucial; delays in providing necessary information can extend the project timeline.
How do you ensure my website is optimized for search engines?
We integrate SEO best practices during the setup process, including keyword optimization, meta tags, responsive design, and fast loading times. This helps improve your website's visibility on search engines, driving more traffic to your site.
What if I need help making updates to my site?
We provide detailed instructional video guides with each package to help you manage and make edits to your site easily. Additionally, our support team is available to assist you with any further questions or issues.
How do you ensure the websites are ADA compliant and accessible?
We follow the Web Content Accessibility Guidelines (WCAG) to ensure our websites are accessible to all users, including those with disabilities. This includes features like screen reader compatibility, keyboard navigation, alt text for images, and captioned videos. Ensuring ADA compliance not only helps meet legal standards but also expands your audience reach and improves user experience
Why is web accessibility important for my business?
Web accessibility ensures that all users, including those with disabilities, can access and interact with your digital content. This inclusivity not only meets legal requirements but also enhances user experience, broadens your customer base, and demonstrates your commitment to social responsibility.
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