CAPTURE LEADS
Set Up Your Own CRM (No Agency)
Stand up your whole lead engine in an afternoon
What it solves
Leads scattered across your cell, your inbox, and your memory slip away before you follow up. This walkthrough takes you click by click through setting up your CRM yourself: business profile, local number, lead form, instant text-back, pipeline, and calendar. You finish by sending a test lead and watching the whole system fire end to end.
What this is worth: Agencies charge $1,000 to $3,000 to build lead capture and follow up.
What is inside
- A business profile setup that every text, email, and booking page pulls from.
- Claiming a local business number so calls and texts share one inbox.
- A four-field lead form and the embed code for your website's contact section.
- An instant text-back workflow triggered by Form Submitted with a one-line reply.
- A pipeline with New, Contacted, Quoted, Won, and Lost stages, plus a connected calendar.
- A test lead run from your phone to confirm the text, card, and calendar link fire.
One time
Instant download with a copy-paste AI prompt. Yours to keep.
48-Hour Refund Policy. If this is not right for you, tell us within 48 hours of your purchase and we will refund you. After 48 hours all sales are final.
By completing your purchase you agree to our Terms and Refund Policy.
Or get all of Systems & automation in one move →What is next
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Questions, answered
No. The walkthrough gives you the exact menu paths, such as Settings, Phone Numbers and Automation, Workflows, so you can stand it up yourself. You need your CRM login, your business name, logo, and hours, and a number for leads to text.
The last step has you fill out your own form from your phone like a customer. You confirm the text arrives and a card appears in the New stage, then fix anything that did not fire before going live.
Yes. Step six connects a calendar with your available hours and buffer time, and you drop the booking link into your text-back message so leads can book an estimate without phone tag.
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