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Description: We’re a service-based business that generates a good amount of leads, but we’re losing too many of them because we don’t have a proper system in place. Right now, our follow-up is inconsistent, our office staff is overwhelmed, and jobs are slipping through the cracks. We’re looking for someone who can set up a CRM with automated systems that: Organizes our leads into a clear pipeline so we know exactly where each one stands. Automates follow-up so every lead gets touched until they’re ready to book. Re-engages old leads and past customers to bring in repeat business. Centralizes all communication (calls, texts, emails) in one place so nothing gets lost. Automates appointment scheduling, estimate follow-up, and basic client reminders. What we want to achieve: Increase closed jobs without having to buy more leads. Free up our staff from repetitive tasks so they can focus on higher-value work. Keep crews consistently busy with a steady flow of booked jobs. Gain clear visibility into our sales process so nothing falls through the cracks. Ideal Candidate: Experience setting up CRMs and automated workflows for service-based businesses. Knows how to design systems that actually move the needle, not just add complexity. Able to explain things in plain language and make the system simple for our team to use. Bonus if you’ve worked with trades or home service companies before. If you’ve built CRM systems that helped businesses like ours turn more leads into paying customers, we’d love to hear from you. Please share examples of your past work and the results you’ve achieved.