Capture

Every system feeding one picture you own.

The problem

CRM, accounting, scheduling, phones. Each one is right about its own piece and wrong about the whole. Every call, meeting, email and text is a record of the business, and almost none of it is captured anywhere you can look at it.

Sounds like you if

Someone on your team spends hours a week copying data from one program to another.
A lead comes in Saturday night and nobody sees it until Tuesday.
You have a Zapier setup that breaks quietly and nobody notices for weeks.

What you get

Information moves between your tools without anyone copying it.
One customer record that follows the person from first call to final payment.
Every lead in your CRM within minutes, with the customer's original message attached.

What I build

The pieces of this service

Connected Company

Every source your business produces, flowing into one place you own: calls, call transcripts, meeting notes, ads, CRM activity, operations and finance.

Typical result: Phone calls, signed documents and emails land on the right customer record without anyone filing them.

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Sounds like you if

Someone on your team spends hours a week copying data from one program to another.
You have a Zapier setup that breaks quietly and nobody notices for weeks.
You've changed staff and half your automations still run under the person who left.

What you get

Information moves between your tools without anyone copying it.
An alert when something needs a human decision, instead of a silent failure.
One customer record that follows the person from first call to final payment.
Automations that are documented and owned, not a black box.

Lead Flow

Every lead from every source captured in minutes, acknowledged instantly and followed up by text and email until they book or say no.

Typical result: Leads from ads, your website and lead vendors reach your CRM in minutes, and the customer hears back right away.

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Sounds like you if

A lead comes in Saturday night and nobody sees it until Tuesday.
Your team copies leads by hand from a vendor's email into the CRM.
Someone who said "not interested" keeps getting your marketing emails.

What you get

Every lead in your CRM within minutes, with the customer's original message attached.
An instant, friendly acknowledgment so the customer knows a real company got their request.
Follow-up that starts and stops on its own based on what the lead actually does.
A phone line that can take intake questions and route the call when nobody can pick up.

Ask me about Capture.

Tell me what's frustrating you. I'll tell you honestly whether I can fix it, and what it would take.

Ask about this Book a 30-minute call