CRM SETUP + AUTOMATION

Built for service businesses, sales teams, and agencies that want a simple system that closes all day.

granddaddycrm

Systems That Help You Grind Less & Make More.

"More than leads."

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.

THE PROBLEM:

✓ If your follow-up is slow, your leads go cold. We fix that.

What A Good CRM System Does:

WHAT's INCLUDED

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.

CRM Setup (New or Preexisting)

‣ Pipeline stages built for your sales process

‣ Custom fields and tags

‣ Contact organization that stays clean

‣ Simple setup that your team can use

Speed-To-Lead Automation

‣ Instant text message when a lead comes in

‣ Instant email confirmation (optional)

‣ Missed-call text back

‣ Smart rules for after-hours leads

Follow-Up Sequences

‣ 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

Lead Routing + Assignment

‣ 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

Calendars + Booking

‣ Calendar setup with availability rules

‣ Appointment reminders to reduce no-shows

‣ Reschedule links

‣ Simple booking flow that works on mobile

Reporting + Simple Dashboards

‣ Leads in, appointments booked, show rate

‣ Contact rate and response time

‣ Basic attribution (where leads came from)

‣ Weekly clarity on what to fix next

If you already have a CRM, we can clean it up, reconnect it, and rebuild the automation the right way.
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SIMPLE STEPS TO ACHIEVE GREAT RESULTS.

This is not a one-time setup.  It’s ongoing optimization.

01

Map Your Sales Process

We map every step from new lead to closed deal, so no leads fall through the cracks.

02

Build The CRM

We build a clean CRM with pipelines, tags, calendars, and forms that your team can actually use.

03

Build The Automations

We automate speed-to-lead follow-up: texts, emails, routing, and reminders that run instantly.

04

Test, Launch, IMPROVE

We test the full system end-to-end, then launch it live so leads never fall through the cracks.

WHY FLYING GOAT AGENCY

Results We’re Known For

(Every business is different. We do not promise magic. We build, measure, and improve fast.)

WHO THIS IS FOR

THIS IS FOR YOU IF

THIS IS NOT FOR YOU IF

WHAT OUR CLIENT SAYS

“’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 Health

Flying 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 GROUP

ANSWERS TO YOUR BURNING QUESTIONS.

What CRM do you use?

We 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.

DO YOU HAVE MORE QUESTIONS ?

Want To Stop Losing Leads?

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.)