Do we need Salesforce?+
No. Our team runs this operation in Salesforce today, but the method is procedures and discipline, not software — it maps onto HubSpot, GoHighLevel, Follow Up Boss, Pipedrive, and Zoho, and our readiness audit confirms your CRM can carry it before you commit.
Does anything get sent automatically?+
Never. The system drafts from templates we build in your reps' voices; your rep approves the exact wording of every message before it sends.
How fast do new leads get contacted?+
Our new-lead workflow is built for minutes, not hours — settled templates, one approval from your rep, delivery verified on both channels, and a log entry that only claims what actually delivered.
What happens when a seller opts out?+
We record it, file it as proof, and that person is never contacted again — not in any batch, not in any nightly run, ever. And we know the difference between "stop" and "not right now."
Why not just hire an assistant or do this in-house?+
You can hire hands. What we bring is the discipline already built — the filing standards, the ranking method, the drafting rules, the opt-out guardrails — proven in a live, high-volume operation, plus a team that runs it from day one instead of learning on your leads.
What does the Setup actually involve?+
Four weeks, in your CRM, on your real leads. We configure the lists, task rules, trackers, and templates, customize the Rulebook to your shop, and train your team live — running the first cycles with them, then watching them run it. It ends with a sign-off: your team operates the system without us in the room.
How much of our rep's time does it take?+
About a 30-minute approval session each morning, plus the selling itself. The watching, filing, ranking, and drafting are our job.
What do you need from us to start?+
One rep whose name is on the messages, access to your CRM for the audit, and a morning slot for approvals. We handle the rest.
Why don't you just run it for us?+
Because a system your team can't run isn't an asset — it's a dependency. We build it into your CRM and train your team until it's theirs. That ownership is worth more than renting our hours, and it's why the Checkup exists: we stay close enough to catch drift, without your operation depending on us.