CRM and automation setup and cleanup
You're paying for software that's only half set up.
A lot of owners buy an all-in-one CRM, try to set it up between customers, and end up with half-finished automations that send the wrong message at the wrong time. We build accounts from scratch, clean up the messy ones, and keep them running.
The free account audit
We go through your account and tell you what's working, what's broken and what you're paying for but not using.
- Tell us about your businessFill out the short form, including which CRM you use. It takes about a minute.
- Give us access to lookWe'll send simple instructions. We don't change anything during the audit.
- We go through itAutomations, pipelines, forms, calendars, texting setup, and anything sending duplicate or wrong messages.
- You get a short reportWhat's broken, what to fix first, and what you could turn on that you already pay for.
Get your free account audit
We'll confirm by text and email, then send access instructions.
Rather talk now? Book a call or call 813-491-9777.
A real cleanup
For Catch Boatworks, a custom boat builder, we built their back-end automations and workflows and sorted out older workflows that were clashing with the new ones.
What we set up or fix
- Website, funnels and forms
- Pipelines and custom fields that match how you sell
- Automations for follow-up, reminders, reviews and win-back
- Calendars, booking and payments
- AI assistants for chat, texts and phone calls
- Phone numbers, texting registration and email sending setup
- Connections to the other software your business runs on
- A recorded walkthrough so new staff can learn it later
Who does the work
Solution1 is Michele Margetts and her team. Setting up and fixing these systems is Michele's specialty, and she has spent decades running the operations side of businesses.
Her team builds the account around how your business actually works, trains your people on it, and stays on to keep it running.
Rather just talk?
Pick a time for a free 30-minute call. Tell us what you're using and what isn't working. You'll leave knowing what to fix first, even if you never hire us.
You can also call 813-491-9777.
Questions people ask
What does the audit cost?
Nothing. If you want us to fix what we find, you'll get a written scope with the price before any work starts.
Do I need to switch to a new account?
No. We can build inside the account you already have, or set one up for you as part of our CRM plan.
Can you train my team?
Yes. Every build ends with a walkthrough, and we can record it so new staff can watch later.
Can you connect it to my other software?
Yes. We connect it to the other software your business runs on. For law firms, that has included practice management systems like Clio.
Will texting work?
Business texting in the US requires carrier registration. We handle that with you as part of setup.