CRM & Lead System Management
The Optimize Plan
For businesses that need ongoing support keeping their CRM, website forms, lead tracking, and follow-up automations organized, updated, and reliable. The Optimize Plan is built for businesses that already have the foundation in place, but need help keeping the backend of their marketing system clean and running smoothly month after month.
Keep the Backend of Your Lead System Clean
The Optimize Plan keeps your CRM, website forms, lead tracking, pipeline, and follow-up automations reviewed and maintained month after month.
OPTIMIZE PLAN
Keep Your Lead System Organized
Over time, forms change, contacts pile up, tags get messy, follow-up steps need adjustments, and lead sources can become harder to track. The Optimize Plan gives your business ongoing support to keep the backend of your marketing system clear, reliable, and easier for your team to use.
Instead of letting small CRM and lead tracking issues build up, this plan helps maintain the system behind your website inquiries, contacts, pipeline, booking tools, and follow-up process.
Keep the Backend Clean
Monthly support to keep your CRM, forms, pipeline, tracking, and follow-up systems organized.
THE OPTIMIZE PLAN
What’s Included
The Optimize Plan includes:
CRM management & cleanup
Contact tagging & segmentation
Email notification updates
Website form monitoring
Lead source tracking review
Calendar or booking support
Thank-you page or confirmation flow updates
Follow-up automation updates
CRM support requests
Lead source tracking review
What This Helps You Fix
The Optimize Plan helps fix common backend issues like outdated contact records, broken or unclear form routing, messy tags, inconsistent pipeline stages, missed notification updates, and follow-up automations that need small but important adjustments.
Ongoing Cleanup for the Systems Behind Your Leads
Optimize helps keep the backend details maintained so contacts, forms, lead sources, pipeline stages, and follow-up steps do not slowly become harder to manage.
CRM Records
Contact records, fields, tags, and segments are reviewed so the CRM stays easier to use.
Form Routing
Website forms, notifications, and confirmation flows are monitored for reliability.
Lead Sources
Lead source tracking is reviewed so your team has better visibility into where inquiries come from.
Follow-Up
Automation updates help keep notifications and lead follow-up steps aligned with your process.
Cleaner month to month: small backend issues are reviewed and maintained before they turn into bigger system problems.
Frequently Asked Questions
Is the Optimize Plan a setup plan or a monthly plan?
The Optimize Plan is a monthly management plan. It is focused on maintaining and improving your CRM, website forms, lead pipeline, tracking, and follow-up systems over time.
Do I need to complete the Foundation Plan first?
Not always. The Optimize Plan is often a natural next step after the Foundation Plan, but it can also work for businesses that already have a CRM and lead system in place.
Does this include paid ads management?
No. The Optimize Plan is focused on CRM and lead system management. If you need paid ads management, landing page updates, content, and campaign optimization, the Growth Plan may be a better fit.
What kind of CRM support is included?
CRM support may include cleanup, contact organization, pipeline updates, tagging and segmentation, notification updates, lead source review, and support requests related to the systems included in your plan.
GET IN TOUCH
YOUR
WE AUTOMATE
