One clean place to capture leads, track quotes, and know exactly who needs a follow-up today — without paying for another software subscription.
Calls. Texts. Facebook messages. Emails. Referrals. Sticky notes. The problem isn't that you don't care — it's that there's no system.
Someone asks for a quote, you mean to follow up — then the message gets buried under 47 other notifications and life.
You send an estimate and there's no clear reminder to check back in. The job goes to whoever followed up first.
You shouldn't have to search texts, email, and memory just to figure out who needs a call today.
Four connected pieces that turn chaos into a clear daily workflow — built on Google Forms and Sheets you already know.
Captures name, phone, town, job details, urgency, and lead source automatically.
Auto-creates a clean row with status, follow-up date, and next action. No manual entry needed.
Open this tab each morning and see exactly who needs a text, call, or quote follow-up today.
Live view of open pipeline, hot leads, at-risk deals, and today's best money moves.
A lightweight system, not a giant CRM — designed for businesses that want something cleaner than chaos but simpler than expensive software.
A clean intake form your customers fill out — captures every detail you need upfront.
Submission triggers automatic lead creation with status, follow-up date, and next action already filled in.
Live view of every lead needing attention today or overdue. Your morning checklist, done for you.
Pipeline, hot leads, at-risk deals, open value, and today's money moves in one clean view.
Copy-paste follow-up, estimate, and scheduling messages for every stage of the pipeline.
Google Forms and Sheets run on any device. Check your pipeline and log a follow-up from anywhere.
This is for the business owner whose current system is basically chaos with a logo.
If you take job requests, send estimates, and need to follow up — this system was built for you.
Introductory rate while we build out client examples. Same system — reduced price for early clients who help us grow.
Light ongoing support to keep your system clean after it's built. Only add this if you want a hand maintaining it.
Book a free 15-minute demo and see the system in action. No pressure, no commitment.