CRM Buildout & RevOps
A complete CRM and automated lead routing system built for a fast-growing home services company.
Client Overview
Premium Backyard Remodeling Co.
High-end design-build firm specializing in custom outdoor living structures, decks, pergolas, and landscape transformations.
Problem
Responses took 12 to 24 hours. There was no real CRM or pipeline, deals lived in reps’ heads, and leads were routed manually, which led to slow, uneven follow-up. Paid ad spend could not be attributed, so there was no way to tell which ads were actually generating leads and revenue.
Solution
One automated CRM that captures every lead, routes it to the right rep, and follows up in minutes not days.
- Facebook lead ads and website forms are captured instantly through automated webhooks
- The lead is introduced to a sales rep by SMS within 60 seconds, with a direct link for the customer to book a site consultation
- Reps get an instant desktop and mobile alert to call the new lead right away
- Deals move through 5 clear stages (Inquiry, Site Visit Scheduled, Design Phase, Proposal Sent, Closed Won/Lost), with deal value updated automatically
Outcomes
Fully trackable revenue operations with a massive boost in speed-to-lead
- Average speed-to-lead dropped from 18 hours to 45 seconds
- 100% of inbound leads captured, cleaned, and assigned automatically
- 28% increase in closed-won contracts within the first 90 days due to consistent automated SMS follow-up sequences
- Real-time CRM dashboard reporting pipeline value, win rate, and sales rep performance
Tech Stack
GoHighLevel sits at the center. Everything else feeds into it or runs alongside it.
The CRM that runs the pipeline, automations, and SMS follow-ups
Runs the automated webhooks that capture and process new leads
The main source of inbound leads