The Customer Pipeline System

If this is your week

• Nobody updates the CRM, so nobody trusts it.
• To find out where one customer stands you ask three people.
• Follow-ups die the week it gets busy.
• You paid for a CRM and use a tenth of it.
• Each person keeps their own list, and the list leaves when they do.

What it is costing you

Every customer waiting on a reply that nobody owns is a sale that quietly leaves. Most owners we talk to cannot say how many of those they have this week. After the install you can. It is one number on your screen every Monday.

What you have by the end

• One record for every customer, with the people, the stage, the next task and every call, text and note in the order it happened.
• Stages named in your words, not a template's.
• A screen for you that shows where every sale sits and who is waiting on what.
• Your phone, email and calendar connected, so calls and messages land on the right record without anyone typing them in.

Why this one works when the last one did not

The last CRM was built for a generic business and handed to your team to figure out. This one is built around how a sale actually moves at your place. Your customers are loaded before anyone on your team touches it. We test it with you on real accounts, and we train your team in one session you keep on video. Felipe Galvan has set up the way work gets tracked in over 300 businesses over 20 years. Daniel Galvan builds the system.

How it works

1. We sit with you and map how a sale moves through your business.
2. We name your stages and who owns each one.
3. We build it around that map and load the customers you have today.
4. We connect your phone, email and calendar.
5. We test it with you on real accounts.
6. We train your team in one recorded session.
7. For 14 days after hand-over, we fix anything that is off.

The one number

Accounts with no next step, counted every Monday. The goal is zero. That one number is the whole system.

Price

The install: $2,000 once. It includes the mapping session, the build, your customers loaded, the connections, the test on real accounts, the recorded training, 14 days of fixes, and a person who answers you by the end of the next business day. Not included: cleaning data that is badly broken before it can be loaded (quoted first), a website, running your ads, or a person to type in your data each day. For context: done-for-you CRM builds from agencies run $3,000 to $5,000.

Upkeep, if you want it: ten percent a month of what we built, cancel anytime. We keep what we built working, make the small changes it needs, and check in on the functions we set up and the goals we set with you. A break inside our scope is fixed inside two business days or that month is on us.

Every system comes with a 30-minute call with Felipe about your business.

The founding offer

The first three businesses we install this for get one extra 30-day review at no charge.

Our guarantee

It works the way your plan says, on a test with you. If it does not, we fix it at no charge inside 14 days. If we cannot make it work, the install fee comes back. We do not promise a sales number before we have your baseline.

What has to be in place first

Your payment. The login to the CRM or sheets you use now, so we can load your list. We write the delivery date into your plan before you pay; it depends on how many accounts we load and which tools we connect.

Questions

What you get, as it runs

The pipeline screen and your Monday screen, recorded on a demo business we built so you see exactly what you are buying before you buy it. We walk you through it on the call.