What are you trying to fix?

Right now we have Current website choose one no website yet a DIY or template site an outdated site a site that works but needs improving a site that needs a major redesign a site we’re unsure about , and the biggest problem is that Biggest problem choose one it doesn’t represent the business it looks outdated it doesn’t work well on phones people don’t know how to contact us information is scattered our services have changed our locations are confusing it’s hard to update we don’t have one it’s something else .

We use Current CRM choose one GoHighLevelHubSpotSalesforceZohoPipedrive a spreadsheet no CRM yet something else , and the biggest problem is that Biggest CRM problem choose one leads get lost follow-up is inconsistent nobody’s sure who owns each lead the pipeline isn’t accurate people work outside it the reports aren’t useful sales and delivery are disconnected we don’t trust the data .

Someone still has to manually Manual task choose one follow up with new leads send reminders copy data between tools onboard new clients hand work off to delivery chase documents or approvals ask for reviews do something else , and it What it causes choose one gets forgotten takes hours every week depends on one person makes customers wait causes mistakes .

Things get messiest when When it gets messy choose one a new lead comes in customers ask questions work gets handed off the founder steps away we try to see what’s working it’s hard to say .