CRM Setup for Contractors

The complete CRM
pipeline for your business.

Because your leads deserve better than a spreadsheet — pipeline, automations, follow-ups, and review generation built for you, so no job ever falls through the cracks again.

Start my CRM ↗ Then just $249/month to keep it running
NEW LEAD CONTACTED QUOTE SENT CLOSED / WON ↗ SMS SMS $ ✓ JOB WON ✓ JOB WON ACTIVE AUTOMATIONS 📞 Missed Call 💬 Follow-Up 📧 Quote Chase ⭐ Review Ask 🔄 Re-Engage LIVE
The problem
Sound familiar?

These four gaps are quietly killing contractor revenue every single day.

Leads die in a spreadsheet
No pipeline, no follow-up trigger, no visibility on what's open or lost
Missed calls = missed jobs
No instant response means they've called your competitor before you call back
Quotes go cold
You send one quote and go silent — most jobs need 3–5 touches to close
One job, one customer
Cottage owners have multiple properties — repeat work is sitting there untapped
Deliverables
What's included in setup.

Everything below is done for you before you see a single invoice.

Visual lead pipeline
Meta Ads lead integration
All 6 workflow automations
Email newsletter template
Google review automation
Contact & lead database setup
SMS automation configuration
3 onboarding training calls
What you're getting
6 automations built for you.

Every client gets these six workflows installed, tested, and live from day one.

01

Missed Call Text-Back

The instant you miss a call, the lead gets a text. They stay warm while you're on a job site.

02

New Lead Instant Response

Every inbound lead from Meta or your website gets an SMS + email within 2 minutes. First to respond wins the job.

03

Quote Follow-Up Sequence

After a quote is sent, a 3-touch SMS and email sequence fires over 7 days. Stops when the deal is marked won or lost.

04

Job Won Confirmation

When a deal closes, the client gets a professional confirmation and a pre-job reminder. You look organized without lifting a finger.

05

Post-Job Review Request

24 hours after a job is marked complete, a Google review request fires automatically. Happy customers become public proof.

06

Seasonal Re-Engagement

Spring and fall, past clients get a targeted message. Built for cottage owners and multi-property customers — turns one job into many.

Onboarding
From kickoff to confident in 30 days.

Included at no extra cost — your first month is on us.

01
Kickoff call
We map your business, services, and lead flow before building anything
02
Build & launch
Pipeline, automations, and integrations live within 5–7 business days
03
Training & handoff
Two follow-up calls to confirm everything fires correctly and you're comfortable
Your first 30 days are on us. We monitor, fix bugs, and smooth any edges before your management plan begins.
Investment
Three simple things. Nothing hidden.

Here's exactly what you'll pay, to whom, and when.

1

One-time setup fee

One-time · + HST
Full build, tested and live in 5–7 business days
$2,500
  • CRM account configuration
  • Meta Ads lead integration
  • All 6 core automations built and tested
  • Pipeline build and staging
  • Email newsletter template
  • 3 onboarding training calls
  • 30-day support and bug-fix window included
2

Your HighLevel subscription

Paid directly to HighLevel · Monthly
Your CRM software — you own the account
$97
  • Full CRM, pipeline, and automation platform
  • Unlimited contacts and users
  • Email, SMS, and workflow tools included
  • Paid via our referral link — this goes to HighLevel, not us
3

Optional ongoing management

Whichever plan you choose, you get everything in both columns — every single month and every quarter, for as long as you're subscribed.

Every month
  • All 6 automations monitored and verified firing
  • One small build request included
  • Monthly performance snapshot — leads, pipeline, reviews
Every quarter
  • Strategy and goals call — 30 to 45 minutes
  • Seasonal reactivation campaign written and sent to your past customer list
Additional build requests beyond the monthly inclusion are billed separately.
Month-to-month
Management fee
$249
per month · cancel anytime
  • Full flexibility, no commitment required
Best value · Annual
Management fee
$199
per month · billed as $2,388/yr
  • Save $600 vs. month-to-month
  • Priority support included

Ready to get your pipeline running? Book a free 20-minute call and we'll walk you through exactly what your system looks like.

Start my CRM ↗
Level up
Optional upgrade.

AI Lead Qualification Suite — from $750 setup + $97/mo add-on

Once your base system is running, we can layer in HighLevel's AI Employee — a conversational AI that qualifies leads via SMS, answers missed calls with a voice agent, and books estimate appointments automatically.

  • Conversation AI — qualifies leads 24/7 via SMS and web chat
  • Voice AI — answers missed calls, captures info, routes leads
  • Auto-books estimate appointments directly to your calendar

Stop losing jobs
to a dead inbox.

Book a free 20-minute call. We'll show you exactly what your system looks like before you commit to anything.

Start my CRM ↗
McGrawesome · HighLevel Setup Partner · Ontario, Canada
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SEO
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About
Contact
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