Google Ads
Search and Performance Max campaigns engineered for qualified leads — not vanity clicks. We build the account structure, creative and bidding so your budget compounds into pipeline.
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CRM Setup
A CRM that turns chaos into closed revenue
Pipelines, automations and dashboards designed so every lead is tracked, nurtured and owned — with clear accountability to revenue.
100%
leads attributed & followed up
3
clear delivery stages
6
outcomes we target
What you get
CRM Setup that actually moves the needle
We design and implement the pipeline, automations and dashboards that keep every lead tracked, nurtured and accountable to revenue.
Leads without a system become lost revenue. We design pipelines, automations, and dashboards so every lead is owned, nurtured, and attributed back to the channel that created it.
- No more lost leads in inboxes
- Faster follow-up SLAs
- Clear ROI by channel
- A sales process you can scale
- Automations that keep ownership clear
- Dashboards built for weekly decision-making
BFG Marketing
CRM Setup
Why this service matters
Marketing can generate demand all day, but if follow-up is tribal knowledge in someone’s inbox, growth stalls. CRM is how you turn chaos into a repeatable sales machine.
We don’t start with software features — we start with how your deals actually move. Then we model stages, fields, and automations that match reality, so the team adopts the tool instead of avoiding it.
When ads, SEO, chat, and callers all write into the same pipeline with source data intact, you finally see which channels deserve more budget.
Lean fields beat bloated forms. We only require data people will actually fill — so the CRM stays trustworthy instead of becoming shelfware.
SLAs, reminders, and routing mean leads never sit unowned. Follow-up becomes a system, not a personality trait.
Dashboards are built for decisions: source-to-revenue, stage conversion, and owner performance — not vanity charts nobody opens.
Challenges we solve
What holds CRM Setup back — and how we fix it
Spreadsheets and inboxes don’t scale past a handful of deals.
CRM Setup
Problems we fix first
- 01
Leads vanish
Forms hit email. Nobody owns follow-up. Hot prospects go cold in silence while you wonder why ads “don’t work”.
- 02
No source truth
You can’t tell which ads or SEO pages create revenue — only which create clicks. Budget meetings become opinions.
- 03
Team won’t use it
Overbuilt CRMs get abandoned. Without simple workflows, the tool becomes expensive shelfware.
- 04
Inconsistent stages
Every salesperson defines “qualified” differently. Forecasting is fiction.
- 05
No automation
Reminders, nurture, and task creation depend on memory. SLAs slip the moment someone goes on holiday.
Our approach
The CRM Setup system we install
Process first, platform second, adoption always.
01
Process workshop
We map how leads enter, move, stall, and close today — including the messy exceptions.
02
Lean CRM design
Only the fields and stages people will actually fill. Complexity is earned, not assumed.
03
Integrate the growth stack
Forms, ads, chat, and callers write cleanly into ownership and source fields.
04
Train and refine
Rollout with SOPs, dashboards, and a cleanup loop so the CRM stays trustworthy.
Why it works
Built for results, not busywork
Every engagement is structured around clarity, speed and measurable outcomes for CRM Setup.
01
Pipeline that matches reality
Stages, fields and owners that mirror how your sales process actually works.
02
Automation that saves hours
Lead routing, reminders, nurture sequences and task creation on autopilot.
03
Source-to-revenue visibility
Dashboards that show which channels and campaigns actually close.
04
Team adoption
Training and simple workflows so the CRM gets used — not abandoned.
What's included
Your CRM Setup package — end to end
A CRM your team actually opens every morning.
Every item below is scoped delivery — not filler slides.
Get a scoped proposal- Sales & marketing process workshop
- Pipeline stages, fields, and required data design
- Lead routing and ownership rules
- Form, ad, chat, and caller integrations
- Automation for tasks, reminders, and nurture
- Email/SMS sequence setup where appropriate
- Dashboards for source-to-revenue visibility
- SLA definitions and alert rules
- Data cleanup and migration plan
- Team training sessions and short SOPs
- 30-day adoption review and refinements
- Documentation for admins and new hires
How we deliver
A clear path from kickoff to compounding results
No vague retainers. You always know what stage we're in, what we're shipping, and what success looks like.
A CRM that turns chaos into closed revenue
- 01
Process workshop
We map how leads enter, move and close today.
- 02
Build & integrate
CRM structure, forms, ads and tools connected cleanly.
- 03
Train & refine
Team rollout, reporting and continuous cleanup.
Use cases
Where CRM Setup creates the biggest lift
CRM setup pays for itself the first time a lead isn’t lost.
01
Growing sales teams
Clear stages, SLAs, and dashboards so managers coach from reality — not vibes.
Talk about this use case02
Multi-channel lead ops
Ads, SEO, chat, and callers dumping into one attributable pipeline with owners.
Talk about this use case03
Agencies juggling clients
Repeatable CRM patterns that keep client leads organised without spreadsheet chaos.
Talk about this use case04
Founders outgrowing inboxes
A simple system that scales from founder-led sales to a small team without losing the plot.
Talk about this use caseIdeal for
CRM Setup works best when you're ready to grow with intention
If this sounds like you, we'll map a plan on the first call — no fluff, just the next moves.
- 1Growing sales teams
- 2Agencies juggling clients
- 3Founders outgrowing spreadsheets
- 4Multi-channel lead ops
Proof points
Visibility and follow-up — the CRM outcomes that matter.
100%
leads attributed & owned
Faster
follow-up SLA compliance
Clear
ROI by channel
Adopted
workflows teams actually use
FAQ
Questions clients ask about CRM Setup
Straight answers before you book a call — so you know exactly how we work.
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