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.
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Book a 30 Minute Consultation
Please use our scheduler link to schedule a 30-minute Zoom consultation with our team.
Frequently Asked Questions
Is the Foundation Plan a one-time setup or monthly management plan?
The Foundation Plan is a one-time setup plan. It is designed to organize and connect the core systems your business needs before ongoing marketing management begins.
Who is the Foundation Plan best for?
This plan is best for businesses that need their CRM, website forms, lead pipeline, contact fields, tracking, and basic follow-up process set up or cleaned up before running paid ads or larger campaigns.
Do I need to already have a CRM?
No. If you already have a CRM, we can help clean it up and organize it. If you do not have one set up yet, we can help create the structure your business needs.
Does this plan include paid ads?
No. The Foundation Plan focuses on CRM setup, website form integration, lead tracking, and basic follow-up automation. If you need paid ads and landing pages, the Grow Plan may be a better fit.
Will my team know how to use the system after setup?
Yes. Simple handoff or training notes are included so your team understands how the system is structured and how to manage new leads after setup.
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