Offer 01 · Entry

Turn interest into a pipeline you can actually see.

A digital system that converts visitors into leads and keeps every business opportunity in one visible pipeline.

Improve Client Acquisition See how we work

Project fee: $2,500–5,000
Typical duration: 2–4 weeks
Scope: Fixed, written
Approval: Human, always

How the engagement runs

Client Acquisition System · 2–4 weeks

The work todayThe process exists, but it is spread across inboxes, shared drives and whoever remembers.
DiscoveryA paid session maps the current steps, handoffs and exceptions, and takes a baseline.
Build in milestonesWork ships in visible increments with review points, so a wrong assumption is cheap to change.
Approval gateAnything client-facing waits for a person. The gate is part of the build, not an afterthought.
HandoverA working system in your accounts, with documentation and a session for the team.
MeasureThe outcome is compared with the original baseline, then you decide: optimise, expand, or stop.

One path from manual work to a measured result. The approval gate is deliberate: preparation can be automated, the commitment to a client cannot.

The situation

What this engagement actually changes.

Most boutique firms already have interest. What they do not have is a consistent path from first visit to booked conversation. This engagement builds that path and connects it to the tools your team already uses.

Every inquiry arrives in a structured pipeline instead of a shared inbox
Prospects book a discovery call without a back-and-forth email chain
You can see which stage opportunities stall at — and why
Follow-up happens automatically, not when someone remembers

Best for

Consulting firms whose website looks credible but does not generate conversations
Agencies that receive inquiries by email and track them in someone's head
Teams that want one owner, one pipeline and one follow-up process

What we need from you

One decision maker available for a 60-minute positioning session
Access to your domain, hosting and a CRM account (or willingness to pick one)
Existing brand assets, or acceptance that we start from a lean visual baseline

Fee

$2,500–5,000

Timeline

2–4 weeks

Scope

What you get, in plain language.

Each line below is a deliverable you can review at handover. Nothing here is optional or assumed.

Website or landing pages

A focused set of pages built around one audience and one offer.

Service positioning & messaging

What you do, who it is for, and why it matters — written down.

Lead capture forms

Short, qualified forms with a clear next step, not a bare contact box.

CRM pipeline setup

Stages that match your actual sales conversation, not a template.

Booking integration

Calendar booking with the right duration and pre-call questions.

Email notifications & follow-up

Internal alerts plus a first-touch sequence for new inquiries.

Analytics setup

Conversions measured from landing page to booked call.

What is not included

Written down before we start, so it never becomes a surprise invoice.

Custom CRM development or migration of a legacy system
Paid media management and advertising spend
Large-scale content writing or ongoing blog production
Anything not defined in the written scope, unless quoted separately

How it works

Discover, design, build, improve.

Clear scope, human oversight and measurable outcomes. Every engagement follows the same four stages, whether it takes two weeks or two months.

Discover

Understand the process before proposing a tool.

Output

A written problem statement and a shortlist of options, including the option of doing nothing.

Design

Choose the smallest system that solves the problem.

Output

A signed scope with deliverables, exclusions and a fixed payment schedule.

Build

Ship in visible increments, with your team involved.

Output

A working system in your accounts, with documentation and a handover session.

Improve

Measure the outcome, then decide what is next.

Output

An outcome report and a decision on whether to move to a managed service.

Questions

About the client acquisition.

Do we need to rebuild our website?

Not always. If the current site communicates clearly and loads well, we build the acquisition layer around it. If the positioning is unclear, rebuilding a small number of pages is usually cheaper than sending traffic to a page that does not convert.

Which CRM do you set up?

Whichever your team will actually open. We usually work with HubSpot, Pipedrive or a lightweight alternative, and we configure the stages around how you sell rather than forcing a default template.

Who owns the site and the CRM configuration?

You do. Accounts are created in your name, and ownership is confirmed in the agreement before work starts.

What happens after handover?

You get a walkthrough, documentation of the pipeline and automations, and 30 days of support for defects. Ongoing optimisation is available as a monthly service.

Other engagements.

Compare all solutions

AI CoreBusiness Knowledge AssistantYour firm's knowledge, answerable — with the source attached.$3,000–7,500 · 3–5 weeks AutomationAI Workflow PilotOne real workflow, moved forward without the manual handoffs.$2,500–6,000 · 2–4 weeks CustomCustom Business PlatformsWhen the workflow is the business, the software should fit it.Scoped per engagement · From 6 weeks

Next step

Start with client acquisition.

A 30-minute call to confirm the scope, the timeline and whether this is genuinely the right first step.

Book a Discovery Call See how we work

No obligationFixed scope, fixed feeApproval stays human

See how engagements run