Forms, CRM, calendar, payments and onboarding connected in the tools you already use. Once it’s live, a failed step alerts us, and we fix it and replay what was missed.
30-minute call. Nothing to pay or sign.
Example
A lead applies on Tuesday night. The booking lands in the calendar but not the CRM, so the setter never calls.
A payment plan instalment fails, and nobody sees it until the client asks why they’ve lost access.
The ad account reports more sales than the bank does, so nobody knows which ads to trust.
Each tool works on its own. The gaps between them are where leads and payments go missing.
Seven parts, each with a test that says it is done. We run every test in your own accounts with test leads and test payments before anything goes live.
Stops thisA booking lands in the calendar but not the CRM, and nobody calls.
Applications and booked calls land in your CRM with the lead’s answers, source and ad, and the right person is told.
Done whenFive test applications from different ads appear in the CRM with source and answers, and each booking reaches the right calendar.
Stops thisLeads sit untouched for days because nobody owns the next step.
Every lead has a stage, an owner and a next step in your CRM, from first call to signed.
Done whenA test lead moves through every stage with the right tasks and alerts.
Stops thisAn instalment fails on a Sunday and the client notices before you do.
Every payment, in full or by plan, is recorded against the client in the CRM. Failed instalments are retried and flagged the same day.
Done whenTest payments in full and by plan, plus one failed instalment, all show correctly in the CRM and the failure reaches the team.
Stops thisA new client pays, then waits a day for access while someone sets it up by hand.
A new client gets access to the programme, the welcome emails and the right community space without anyone doing it by hand.
Done whenA test client receives access and the welcome sequence within 5 minutes of paying.
Stops thisThe ad platforms learn from form fills instead of from the people who paid.
Sales from your CRM and payment provider are sent to Meta and Google as conversions, once each, so the ad platforms learn from real buyers.
Done whenA test sale shows once in each ad platform’s event view and matches the CRM.
Stops thisAn automation stops after a password change and nobody knows for weeks.
Every step is logged. A failure alerts us, and anything that failed is replayed once it’s fixed.
Done whenA deliberately broken step raises an alert within 5 minutes and the event replays correctly after the fix.
Stops thisThe person who set it up leaves, and nobody knows how it works.
A walkthrough with your team, a one-page map of how it all connects, and a test you can run yourself.
Done whenYour team has run the test themselves and it worked.
Five steps, each with a price and a timescale. You can stop after the health check and keep the report.
On a call, we follow one recent lead from ad to payment through your tools together, then send you a one-page summary.
We send test leads through your whole setup, map every tool and hand-off, and mark each tool keep, fix or replace.
We build in your own accounts and test every step with test leads and test payments before anything goes live.
We switch it on and check every event for the first two weeks.
A failed step alerts us. We fix it within one working day, replay what was missed and send you a short report each month.
£1,500, credited in full to a build booked within 60 days.
If the report shows you only need one or two fixes, it says so. You can hand it to your own team.
Health check paid upfront. Build: half to start, half at go-live. Care billed monthly in advance.
£1,500Paid upfront
From £6,000Then £750 a month for monitored care
From £12,000Quoted after the health check
We are not VAT registered, so these are the prices you pay. Monitored care has a 3-month minimum; after that you can stop with 30 days’ notice. Everything keeps running in your own accounts. When care stops, we hand over the map and the logins.
30-minute call. Nothing to pay or sign.
Our guarantee
If the standard system isn’t live within 30 working days of us having all your logins, you don’t pay for the first two months of care.
It applies when:
That is £1,500 of monitored care at no charge.
Described without names: client work stays private.
Sales teams, AI on calls
A dashboard for a dialling platform, so managers can see how each closer’s calls really go.
Scores, sentiment and rankings for each closer, in one dashboard.
Read the caseWe keep the CRM your team already uses, such as HubSpot, HighLevel or Close, and connect it to your forms, calendar, payments, contracts, programme platform and ad accounts.
Tools outside our supported list can be connected for a one-off fee, or we suggest a supported tool that does the same job. Where no tool does what you need, we build it, in your own accounts. See integrations and custom apps.
No. We keep your main CRM and connect everything else to it. We only suggest replacing a tool when it is the cause of the failures.
You do. It runs in your own accounts and on a server in your name. If you stop care, it keeps running and we hand over the map and the logins.
We can connect it for a one-off fee, or suggest a supported tool that does the same job. The health check tells you which before you commit.
No. We build and look after the systems behind them, so your ads team and your closers have the right data.
In your own accounts, and on a server in your name for the automation engine. Our contract includes a data processing agreement that lists every service the data passes through.
We build plans the way you specify them and record every payment against the client. We do not advise on how to structure them: some plans can count as regulated credit, so check with your adviser.
A 30‑minute call where we follow one recent lead through your tools together, then a one‑page summary. There is nothing to pay and nothing to sign.
