Industry Group
Professional & Business Services
Focus: Document flow + CRM pipeline + intake automation.
Common workflows we build
- Instant lead intake + routing
- Pipeline + handoffs
- Scheduling + reminders
- Quote/estimate follow-up
- Operational reporting dashboards
Start with a roadmap: Book Free Audit.
Industries included
- Boutique Law Firms (Family/Probate)
- Personal Injury Attorneys
- Wealth Management Boutiques
- Certified Public Accountants (CPAs)
- Bookkeeping Services
- Marketing & Ad Agencies
- Recruiting & Staffing Agencies
- Insurance Agencies (Local)
- Private Investigation Firms
- Notary Public Services
- Business Coaches
- Event & Wedding Planners
- Non-Profit Organizations
- Specialized Travel Agencies
- HR Consulting Firms
Recommended starting point
Most teams start with Instant lead follow-up + a simple pipeline. Then we add quote follow-ups, reminders, and reporting.