Booking
The call gets booked, then the follow-up waits on you. The buyer takes a meeting with whoever replied first. I put follow-up and no-show recovery on a rule.
Service · Sales infrastructure
For founders who sell on calls and are tired of being the glue.
I install the system around your sales calls: booking, follow-up and no-show recovery, CRM ownership, and content tied to the pipeline. You keep selling. The routine work runs on rules.
Where it breaks
Four places the day leaks.
CRM ownership
Every lead has a status. Not every lead has an owner. I assign ownership, define the next action, and make overdue leads visible.
Content
Posts go out when you have a free evening. I tie content to the conversations already in your pipeline and give publishing an owner who isn't you.
Admin
Reminders and status checks eat the hours you meant for sales calls. I move that work onto rules or to someone else.
Delivery
Useful in seven days, stable in thirty.
Day 1
Booking page and reminders live.
Day 7
A lead can move through booking and follow-up without you in the thread.
Day 30
CRM owners assigned, repeat admin cleared. You take the calls; the reminders and CRM updates run on rules.
Acceptance criteria
What works at handoff.
- A test lead books, gets reminders, and receives the follow-up sequence without anyone touching it.
- A no-show triggers the recovery message and a rebooking link.
- Every open lead in the CRM has an owner and a next action, and overdue leads show up in one view.
- You receive a written runbook: what was installed, which rules run, who owns each step, and how to change them.
We agree the scope and these checks before work starts. If something in the agreed scope doesn't pass at handoff, I fix it before the engagement closes. Revenue depends on your market, offer and selling, so I don't promise it.
Fit
Who this is for.
Best fit: founders and teams with an established offer, active customer demand and an operational bottleneck they want fixed.
Not sure which part to fix first? The Decision Cost Framework sorts recurring decisions into automate, assist or keep human. You can score one workflow in ten minutes.
Questions
FAQ
Do I have to switch tools?
Usually not. I start from the calendar, CRM and inbox you already use and change them only where they block the workflow.
Do you guarantee revenue?
No. Revenue depends on your market, your offer and how you sell. I commit to the agreed scope working at handoff.
What if I already have a CRM?
Then the work is ownership: every lead gets an owner and a next action, and overdue leads become visible.
Working session
Thirty minutes on one bottleneck.
Bring one: booking, follow-up, CRM or content. You leave with the next step and who owns it.