We test the full system end-to-end, then launch it live so leads never fall through the cracks.
Built for service businesses, sales teams, and agencies that want a simple system that closes all day.
Most leads get lost after they click. We set up your CRM and automations so every lead gets a fast response, the right follow-up, and a clear path to book or buy.
Most CRMs are just software. We turn it into a working system: pipeline, automations, lead routing, booking, and reporting. Everything is built around one goal: turning leads into revenue.
‣ Pipeline stages built for your sales process
‣ Custom fields and tags
‣ Contact organization that stays clean
‣ Simple setup that your team can use
‣ Instant text message when a lead comes in
‣ Instant email confirmation (optional)
‣ Missed-call text back
‣ Smart rules for after-hours leads
‣ 7 to 30 day follow-up campaigns
‣ Text + email cadence that keeps leads warm
‣ Stop rules when they book or reply
‣ Different sequences for different lead types
‣ Send leads to the right rep or location
‣ Round robin assignment (if you have a team)
‣ Notifications to reps so leads get handled fast
‣ Backup rules if a rep does not respond
‣ Calendar setup with availability rules
‣ Appointment reminders to reduce no-shows
‣ Reschedule links
‣ Simple booking flow that works on mobile
‣ Leads in, appointments booked, show rate
‣ Contact rate and response time
‣ Basic attribution (where leads came from)
‣ Weekly clarity on what to fix next
This is not a one-time setup. It’s ongoing optimization.
We map every step from new lead to closed deal, so no leads fall through the cracks.
We build a clean CRM with pipelines, tags, calendars, and forms that your team can actually use.
We automate speed-to-lead follow-up: texts, emails, routing, and reminders that run instantly.
We test the full system end-to-end, then launch it live so leads never fall through the cracks.
(Every business is different. We do not promise magic. We build, measure, and improve fast.)
“’I've been working with the Flying Goat team now for almost 9 months and it’s been one of the best experiences and business partnerships I could’ve ever imagined. They are helpful from the ideation and the creation side to the visuals. They want to make sure I’m happy but above all they want results.”
Parita Patel CEO - Parita Patel HealthFlying Goat has completely elevated my business along with my teams! I have agents who have left behind the lead sources they have been on for years because of how great the data is, this is an avenue where the data isn't oversaturated and you aren't fighting off other agents like the hunger games. Also their truck is sick.
Taylor Berlingeri Team Leader - Parita Patel Health"Spencer and his team are top notch. Not only are they reliable but they are also hands on. Willing to adapt and willing to pivot. Constantly trying to make the products and the services they provide, better than the day before. Spencer, thank you for producing such a great product and allowing me to scale my business.
Elena Figueroa Founder & CEO - EF HEALTH GROUPWe often build in GoHighLevel. If you have a CRM already, we can connect and improve it.
A better CRM increases contact rate and follow-up consistency, which usually increases bookings and closes.
Yes. We connect your forms, landing pages, and ad leads so everything flows into one place.
Yes. We write and build the sequences, then we test and improve them.
Most builds take 7 to 21 days depending on complexity and how many integrations you need.
Pricing depends on scope. Most clients start around $2,000 to $3,000 per month.
Book a Discovery Call. We will review your current follow-up and show you the fastest way to increase bookings and sales without increasing ad spend.
(We only take a limited number of clients at a time to protect results.)
2026 FLYING GOAT AGENCY. ALL RIGHTS RESERVED.
DESIGNED BY @MEDICISREVENGE