A CRM nobody opens
It was set up once with default stages that don’t fit how you sell. The team went back to texts and paper.
CRM AND AUTOMATION
CRM and automation: a pipeline that moves leads without sticky notes.
Leads in a text thread, estimates in a notebook, follow-up in someone’s head. We set up your CRM with pipeline stages and automations, so every lead moves from new to booked to signed without being forgotten.
Show me where I’m losing jobsFree 2-minute assessment · No pitch, no obligation
Part of the engine: System · Tracking that improves it monthly
At a glance
- Who it’s for
- Contractors in hvac, plumbing, general contracting, and other trades that sell projects worth an estimate
- Part of the system
- System: tracking that improves it monthly
- How it works
- Map how you sell today
- Set up the stages
- Add the automations
- Train and tidy
- Judged on
- Leads with no contact after 24 hours
- Estimates with no follow-up scheduled
- Booked estimate to signed job rate
- Where each signed job came from
- Common mistakes
- A CRM nobody opens
- Estimates go out and nothing follows
- No view of the pipeline
- What it costs
- Ad spend is paid directly to Meta or Google, never through BlueSmith. Setup and monthly management are scoped on a strategy call after the free assessment.
WHERE IT BREAKS
CRM and Automation: where it breaks for most contractors.
Estimates go out and nothing follows
The quote is sent, the homeowner goes quiet, and no reminder ever tells anyone to check in.
No view of the pipeline
You can’t see how many estimates are out, how old they are, or what they’re worth without digging through a phone.
WHAT WE BUILD AND RUN
What’s included.
Pipeline stages that match your sales
Stages named for how your team actually sells, from first contact to signed contract.
Automations at each stage
Replies, reminders, post-estimate follow-up, and stage changes triggered by what the homeowner does.
Tasks for the human moments
When a call or a visit is needed, the right person gets a task with the details attached.
Lead source on every record
Each lead carries the ad or page it came from, so the pipeline doubles as your marketing report.
HOW WE RUN IT
In order. No guesswork.
- 01
Map how you sell today
We walk through what happens from first contact to signed contract, including the parts nobody wrote down.
- 02
Set up the stages
In Jobber, ServiceTitan, Housecall Pro, or GoHighLevel, built around that map.
- 03
Add the automations
Messages and tasks attached to each stage, tested with sample leads before real ones arrive.
- 04
Train and tidy
A short walkthrough for your team, then a monthly check for stuck leads and stages nobody uses.
Judged on outcomes, not activity
- Leads with no contact after 24 hours
- Estimates with no follow-up scheduled
- Booked estimate to signed job rate
- Where each signed job came from
WHERE IT FITS
One part of the whole engine.
Attention × Offer × Sales × System. A weak part drags the others down, so we build and run all four.
- Conversion Tracking→
- CRM and AutomationYou’re here
- Sales Pipeline→
RUN YOUR NUMBERS
What’s a better close rate worth?
You’re already paying to get in front of homeowners. See what closing a few more of those estimates would add, without one more lead.
Extra revenue per year: $288,000
Extra revenue per year$288,000
- Extra revenue per month
- $24,000
- Extra signed jobs per month
- 1.0
12 estimates a month, closing 25% now vs 33% target, $25,000 average project.
See what we’d build for these numbersStarts with example numbers. Change them to yours. Arithmetic only, not a promise of results.
STRAIGHT ANSWERS
Questions we hear.
Which CRM should a contractor use?
It depends on your size and how you run jobs. Jobber and Housecall Pro suit smaller service teams, ServiceTitan suits larger shops with dispatch and many techs, and GoHighLevel leans toward marketing and follow-up. We set up whichever fits, or work inside the one you already have.
Will marketing automation make us sound like a robot?
Not if the messages are written in your voice and stop the moment a homeowner replies. Automation handles the reminders people forget. Conversations stay with your team.
Do I need a CRM if I run a small crew?
If more than a handful of estimates are out at once, yes. A simple pipeline beats trying to remember who you owe a call. It doesn’t need to be complicated.
Can you move us off spreadsheets?
Yes. We bring your open leads and estimates into the CRM, so nothing in progress gets lost in the switch.
Your crew is ready for the next job. Is your calendar?
Seven questions. Two minutes. See the one part of your engine holding your projects back.
Show me where I’m losing jobsFree 2-minute assessment · No pitch, no obligationAvg response time 2.5 minutes