// 03 · CRM setup · Fort Collins, Colorado
A CRM that fits how you sell
Most CRM projects fail for a boring reason: the software was configured to match a demo, not the business. I build the pipeline around how work actually reaches you and how it actually closes, migrate the history, and automate the follow-up that's currently living in someone's memory.
One person does the whole thing — the mapping, the build, the migration, the handover. You end up owning the account outright.
Fort Collins · Loveland · Greeley · Windsor · remote across the US.
// 01 · When this is worth doing
// The symptom
Leads live in four places at once.
A voicemail, a text thread, a form email, and a sticky note on the monitor. Nobody's lying about follow-up — the record of who's waiting simply doesn't exist in one place, so the ones who slip through are invisible until they buy from someone else.
// The symptom
You bought a CRM and nobody uses it.
Almost always the same cause: the pipeline stages were copied from a template instead of built from how your business actually closes work. If entering the deal takes longer than doing the job, the tool loses. The fix is a shorter, truer pipeline — not more training.
// The symptom
Follow-up depends on somebody remembering.
Quotes go quiet after day three. The estimate sits unopened. A CRM that's wired properly sends the nudge, logs the reply, and puts the deal back in front of you at the moment it's worth a call.
// 02 · How the build runs
Map how you actually sell
Half a day with you and whoever touches a lead. Where inquiries land, who answers, what a 'yes' looks like, where deals stall. The pipeline gets built from that, not from a template.
Pick the right system
HubSpot, Pipedrive, Zoho, GoHighLevel, Airtable, or the CRM already bundled with your field-service software. I'm not a reseller for any of them. The choice is whatever fits your deal volume, your team size, and your budget — including staying where you are.
Migrate the data cleanly
Contacts, companies, past jobs, and open quotes come across deduplicated and tagged. Old spreadsheets stay archived so nothing is lost, but the day-to-day view is clean.
Wire the follow-up
Web form to CRM to your phone. Automatic reminders on quiet quotes, review requests after a job closes, and a weekly digest of what's actually in the pipeline.
Hand it over
A short recorded walkthrough, written docs, and admin credentials in your name. You own the account. If you never call me again, everything still runs.
// 03 · Questions I get asked
How much does CRM setup cost in Fort Collins?
It depends on how much history has to move and how much automation you want on top. A single-owner business moving off spreadsheets is a small, fixed-scope project; a team with years of job history and field-service software to connect is a larger one. I quote a flat number after the audit, before any work starts, so there's no meter running.
How long does it take?
Most setups run two to four weeks from kickoff to handover. The pipeline design and data cleanup take the bulk of that; the automation layer goes on last so we're automating a process that's already correct.
Which CRM should I use?
The honest answer is that for most small businesses two or three options would all work, and the difference in outcome comes from how it's configured. I'll recommend one, tell you the trade-offs, and if the CRM built into software you already pay for is good enough, I'll say that instead of selling you a new subscription.
Can you move us off spreadsheets without losing history?
Yes. Existing sheets are imported and deduplicated, and the originals are archived untouched. Nothing is deleted as part of a migration.
Do you work with businesses outside Fort Collins?
Yes — Loveland, Greeley, Windsor, and the rest of Northern Colorado regularly, and remotely across the country. Local clients get in-person kickoff sessions, which tends to make the mapping step faster.
What happens after handover?
You own the accounts and the documentation. Some clients keep a small monthly maintenance arrangement for changes and monitoring; plenty don't need one. Either is fine.
// 04 · Next step
Tell me where leads are going quiet.
I'll tell you whether a CRM is the fix or whether something cheaper solves it. If you'd rather see the broader menu first, the services page lays out audits, websites, and automation, and recent work shows what the numbers looked like afterward.
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