Foundation
Start organised. Build from there.
Put your brand, enquiries and customer pipeline in one practical system, with a clear handover so you know what to do next.
Who it’s for
Small businesses that need their digital foundations organised before investing in ongoing marketing.
What’s included
- 45-minute discovery session for one business
- Brand Kit using your supplied logo, colours and business details
- One enquiry form or lead intake route
- One CRM pipeline with up to five stages
- Import of up to 100 clean, authorised contacts
- One tested enquiry workflow
- 30-minute handover and one-page operating checklist
Scope & service limits
Four service hours and one consolidated revision round. One business and one workspace.
Delivery & getting started
Proposed delivery: 5 business days after your assets, access and approved scope are complete.
Software & usage
Growth or Pro workspace required for CRM. Pro is needed for automated email follow-up. Recurring software is separate and agreed before work begins.
What’s separate
Website rebuilds, paid campaigns, automated email sequences, SMS, complex migration, data cleansing and ongoing lead handling.
How we check the work
A test enquiry reaches the right CRM record and pipeline stage. Your nominated owner can access it and understands the next action.
Your next step starts
with a conversation.
Tell us what you want to improve. We’ll help you choose a practical starting point and confirm the work before you commit.