Will we lose data in migration?

Migration includes dedupe, cleanup, and a spot-check pass with your team before cutover. Nothing goes live until you have verified the data.

Our team abandoned a CRM before. Why is this different?

Most CRM failures are process failures: the tool was configured before the sales process was agreed. We map the process first and configure to match it, which is why adoption sticks.

Can you also connect scheduling and documents?

Yes. For Château Private Wealth we connected the CRM to Outlook calendar sync, website booking links, and DocuSign workflows feeding a document pipeline, one connected journey from inquiry to follow-up.

Can you take over a CRM someone else set up badly?

Yes, that is the CRM rescue and cleanup service. If the foundation is unsalvageable we will tell you and re-implement cleanly instead.

CRM & CUSTOMER AUTOMATION

CRM implementation

CRM implementation and migration for teams whose customer data lives in spreadsheets, inboxes, or a CRM nobody trusts. We map your sales process first, configure the tool to match it, migrate the data cleanly, and wire the automations that remove manual work. You end with a CRM the team actually uses, because it reflects how you sell.

THE MIGRATION BRIDGE — MAP → ADOPTlive

BEFORE

MAPBUILDMIGRATEADOPT

AFTER

Every record lands in a row someone can trust.

WHEN YOU NEED THIS

0/5 fit

WHAT'S INCLUDED

Sales process mapping before any tool configuration
Pipeline, stage, and field design documented in plain language
CRM platform setup: GoHighLevel by default; HubSpot, Pipedrive, or Salesforce where they fit better
Data migration with dedupe, cleanup, and a verification pass
Lead intake and routing rules for every source
Core automations: assignment, reminders, stage triggers, inactivity follow-up
Scheduling integration with calendar sync and booking links
Reporting dashboards for the metrics you actually track
User roles and permissions
Website forms and booking flows connected to the CRM
Team training session plus handoff documentation

WHAT'S NOT INCLUDED

Ongoing CRM administration (available on retainer)
Custom software built on top of the CRM (separately scoped)
Marketing content such as email or sequence copy beyond structural templates

HOW WE DELIVER IT

STEP 01 — WEEK 1

Your sales process documented first; the CRM is configured to match it, not the reverse.

PROOF

SHIPPED

PROOF · CHÂTEAU PRIVATE WEALTH

CRM, Scheduling & Automation Pipeline

Backend operating workflow connecting the client journey from website inquiry to internal follow-up.

End-to-endinquiry-to-follow-up automation

Read the case study

FAQ

Honest answers to the questions that show up most.

05answers on file

Default is GoHighLevel because it covers most service businesses end-to-end. If HubSpot, Pipedrive, or Salesforce fits your process better, we say so during mapping and implement there.

Book a 30-minute scoping call.

We map the project, estimate the scope, and send a fixed-price proposal within 48 hours.

Request a Proposal Start with a systems audit

Fixed-price guaranteeSenior engineers only4-business-hour response

SLOTS OPEN THIS WEEKlive

A founder confirms within 4 business hours.

Book a scoping call

CRM implementation

WHEN YOU NEED THIS

WHAT'S INCLUDED

WHAT'S NOT INCLUDED

HOW WE DELIVER IT

Map

Build

Migrate

Adopt

PROOF

CRM, Scheduling & Automation Pipeline

FAQ

RELATED SERVICES

CRM rescue and cleanup

Automated lead follow up

Website and CRM integration

Book a 30-minute scoping call.