B2B Agency Owners
Reduce Your Customer Acquisition Cost (CAC) in Just 4 Weeks
So you can either spend less to acquire the same number of clients — or close more deals without spending more.
(See below how we'll do it — and why it’s 100% risk-free for you)
B2B Agency Owners
Reduce Your Customer Acquisition Cost (CAC) in Just 4 Weeks
So you can either spend less to acquire the same number of clients — or close more deals without spending more.
(See below how we'll do it — and why it’s 100% risk-free for you)
B2B Agency Owners
Reduce Your Customer Acquisition Cost (CAC) in Just 4 Weeks
So you can either spend less to acquire the same number of clients — or close more deals without spending more.
(See below how we'll do it — and why it’s 100% risk-free for you)
B2B Agency Owners
Reduce Your Customer Acquisition Cost (CAC) in Just 4 Weeks
So you can either spend less to acquire the same number of clients — or close more deals without spending more.
(See below how we'll do it — and why it’s 100% risk-free for you)
Are You Currently Struggling With These Growth Challenges?
If you’re a B2B agency owner you’ve likely faced one (or all) of these problems:
Leads Get Lost. Conversations Get Lost. Deals Get Lost.
Most B2B agencies rely on multiple tools to generate and communicate with leads — like Typeform, Calendly, Google Sheets, Slack, or ad platforms. But when these tools aren’t integrated with the CRM, leads aren’t captured reliably, and there’s no system to follow up at the right time. This creates blind spots where conversations are missed, timelines slip, and promising deals stall or disappear entirely. Agencies are forced to spend more on lead gen just to make up for the inefficiencies in their internal systems.
Salespeople Waste 100s of Hours on Manual Tasks
Every time your sales rep manually logs a lead, updates a deal status, or tries to figure out who to follow up with today — you're burning money. Multiply that across weeks and months, across multiple reps, and you’re looking at hundreds of hours lost to admin work that should’ve been automated from day one. It’s not just wasted time — it’s a massive opportunity cost. That’s time they could’ve spent closing. Agencies that operate this way hit a growth ceiling fast, because scaling revenue is impossible when your team is stuck doing data entry.
You Can’t See Where Revenue Is Coming From — or Where It’s Leaking
If your CRM isn’t connected to your lead sources, booking tools, communication stack, etc. — your sales process is running on guesses. You don’t know which campaigns bring in money. You don’t know why deals stall. And you don’t know where leads are falling off. You're flying blind. This doesn’t just lead to bad decisions — it causes you to pour more money into what’s not working and overlook what is. Agency owners with disconnected data try to scale by instinct instead of facts — and that’s exactly how they flatline at $30K, $100K, and even $300K/month.
Sound familiar?
We'll fix it for you.
Are You Currently Struggling With These Growth Challenges?
If you’re a B2B agency owner you’ve likely faced one (or all) of these problems:
Leads Get Lost. Conversations Get Lost. Deals Get Lost.
Most B2B agencies rely on multiple tools to generate and communicate with leads — like Typeform, Calendly, Google Sheets, Slack, or ad platforms. But when these tools aren’t integrated with the CRM, leads aren’t captured reliably, and there’s no system to follow up at the right time. This creates blind spots where conversations are missed, timelines slip, and promising deals stall or disappear entirely. Agencies are forced to spend more on lead gen just to make up for the inefficiencies in their internal systems.
Salespeople Waste 100s of Hours on Manual Tasks
Every time your sales rep manually logs a lead, updates a deal status, or tries to figure out who to follow up with today — you're burning money. Multiply that across weeks and months, across multiple reps, and you’re looking at hundreds of hours lost to admin work that should’ve been automated from day one. It’s not just wasted time — it’s a massive opportunity cost. That’s time they could’ve spent closing. Agencies that operate this way hit a growth ceiling fast, because scaling revenue is impossible when your team is stuck doing data entry.
You Can’t See Where Revenue Is Coming From — or Where It’s Leaking
If your CRM isn’t connected to your lead sources, booking tools, communication stack, etc. — your sales process is running on guesses. You don’t know which campaigns bring in money. You don’t know why deals stall. And you don’t know where leads are falling off. You're flying blind. This doesn’t just lead to bad decisions — it causes you to pour more money into what’s not working and overlook what is. Agency owners with disconnected data try to scale by instinct instead of facts — and that’s exactly how they flatline at $30K, $100K, and even $300K/month.
Sound familiar?
We'll fix it for you.
Are You Currently Struggling With These Growth Challenges?
If you’re a B2B agency owner you’ve likely faced one (or all) of these problems:
Leads Get Lost. Conversations Get Lost. Deals Get Lost.
Most B2B agencies rely on multiple tools to generate and communicate with leads — like Typeform, Calendly, Google Sheets, Slack, or ad platforms. But when these tools aren’t integrated with the CRM, leads aren’t captured reliably, and there’s no system to follow up at the right time. This creates blind spots where conversations are missed, timelines slip, and promising deals stall or disappear entirely. Agencies are forced to spend more on lead gen just to make up for the inefficiencies in their internal systems.
Salespeople Waste 100s of Hours on Manual Tasks
Every time your sales rep manually logs a lead, updates a deal status, or tries to figure out who to follow up with today — you're burning money. Multiply that across weeks and months, across multiple reps, and you’re looking at hundreds of hours lost to admin work that should’ve been automated from day one. It’s not just wasted time — it’s a massive opportunity cost. That’s time they could’ve spent closing. Agencies that operate this way hit a growth ceiling fast, because scaling revenue is impossible when your team is stuck doing data entry.
You Can’t See Where Revenue Is Coming From — or Where It’s Leaking
If your CRM isn’t connected to your lead sources, booking tools, communication stack, etc. — your sales process is running on guesses. You don’t know which campaigns bring in money. You don’t know why deals stall. And you don’t know where leads are falling off. You're flying blind. This doesn’t just lead to bad decisions — it causes you to pour more money into what’s not working and overlook what is. Agency owners with disconnected data try to scale by instinct instead of facts — and that’s exactly how they flatline at $30K, $100K, and even $300K/month.
Sound familiar?
We'll fix it for you.
How We'll Reduce Your Customer Acquisition Cost (CAC)
So you can either spend less to acquire the same number of clients, or close more deals without spending more.
CRM
…
We’ll connect your lead sources (like Typeform, Calendly, ad platforms, etc.) and communication tools (like Slack and email) directly to your CRM — and set up critical trigger-based workflows, like Slack notifications that remind you to follow up.
As a result, you’ll get:
All Leads Are Captured in Your CRM
Every lead from every channel is instantly logged in your CRM — no delays, no gaps, nothing slips through.
Result: Every opportunity is tracked from the very first touch across the entire client journey.
No More Manual Data Entry Across All Tools
Data such as deal stages, follow-ups, lead activity, etc. gets updated automatically across the entire tool stack including CRM as soon as it's updated in just 1 tool — so reps stop wasting hours on manual data entry in every tool.
Result: Your team spends time selling, not updating spreadsheets.
You See Exactly Where Revenue Is Coming From — and Where It’s Leaking
With your CRM, marketing, and comms tools connected, you know exactly what’s working, what’s broken, and where deals fall off.
Result: You double down on what prints revenue — and cut the stuff that doesn’t.
All contributing to a lower Customer Acquisition Cost (CAC).
Want it?
How We'll Reduce Your Customer Acquisition Cost (CAC)
So you can either spend less to acquire the same number of clients, or close more deals without spending more.
CRM
…
We’ll connect your lead sources (like Typeform, Calendly, ad platforms, etc.) and communication tools (like Slack and email) directly to your CRM — and set up critical trigger-based workflows, like Slack notifications that remind you to follow up.
As a result, you’ll get:
All Leads Are Captured in Your CRM
Every lead from every channel is instantly logged in your CRM — no delays, no gaps, nothing slips through.
Result: Every opportunity is tracked from the very first touch across the entire client journey.
No More Manual Data Entry Across All Tools
Data such as deal stages, follow-ups, lead activity, etc. gets updated automatically across the entire tool stack including CRM as soon as it's updated in just 1 tool — so reps stop wasting hours on manual data entry in every tool.
Result: Your team spends time selling, not updating spreadsheets.
You See Exactly Where Revenue Is Coming From — and Where It’s Leaking
With your CRM, marketing, and comms tools connected, you know exactly what’s working, what’s broken, and where deals fall off.
Result: You double down on what prints revenue — and cut the stuff that doesn’t.
All contributing to a lower Customer Acquisition Cost (CAC).
Want it?
How We'll Reduce Your Customer Acquisition Cost (CAC)
So you can either spend less to acquire the same number of clients, or close more deals without spending more.
CRM
…
We’ll connect your lead sources (like Typeform, Calendly, ad platforms, etc.) and communication tools (like Slack and email) directly to your CRM — and set up critical trigger-based workflows, like Slack notifications that remind you to follow up.
As a result, you’ll get:
All contributing to a lower Customer Acquisition Cost (CAC).
Want it?
All Leads Are Captured in Your CRM
Every lead from every channel is instantly logged in your CRM — no delays, no gaps, nothing slips through.
Result: Every opportunity is tracked from the very first touch across the entire client journey.
No More Manual Data Entry Across All Tools
Data such as deal stages, follow-ups, lead activity, etc. gets updated automatically across the entire tool stack including CRM as soon as it's updated in just 1 tool — so reps stop wasting hours on manual data entry in every tool.
Result: Your team spends time selling, not updating spreadsheets.
You See Exactly Where Revenue Is Coming From — and Where It’s Leaking
With your CRM, marketing, and comms tools connected, you know exactly what’s working, what’s broken, and where deals fall off.
Result: You double down on what prints revenue — and cut the stuff that doesn’t.
Our Process
This is the 3-step process we use to fully integrate your CRM with your entire tool stack — fast, smooth, and with zero disruption to your team.
Step 1
60-min Onboarding
We kick things off with a 60-minute call to:
• Map your current sales process.
• Review your existing tool stack.
• Choose 1 person (usually the founder or sales lead) to start testing with.
Step 2
7-Day CRM Integration
We’ll integrate your CRM with:
• Lead sources (e.g., Typeform, ads, etc.).
• Booking tools (e.g., Calendly, Cal.com).
• Payment processors (e.g. Stripe).
• Communication apps like Slack and email.
• Anything else that should be connected to your CRM.
Step 3
4-Week Maintenance
Week 1–2: We test whether the integration helps lower CAC for 1 person on your team.
Week 3–4: If it does, we roll it out to the rest of the team — and continue monitoring performance for the whole team.
Ready To Start?
Our Process
This is the 3-step process we use to fully integrate your CRM with your entire tool stack — fast, smooth, and with zero disruption to your team.
Step 1
60-min Onboarding
We kick things off with a 60-minute call to:
• Map your current sales process.
• Review your existing tool stack.
• Choose 1 person (usually the founder or sales lead) to start testing with.
Step 2
7-Day CRM Integration
We’ll integrate your CRM with:
• Lead sources (e.g., Typeform, ads, etc.).
• Booking tools (e.g., Calendly, Cal.com).
• Payment processors (e.g. Stripe).
• Communication apps like Slack and email.
• Anything else that should be connected to your CRM.
Step 3
4-Week Maintenance
Week 1–2: We test whether the integration helps lower CAC for 1 person on your team.
Week 3–4: If it does, we roll it out to the rest of the team — and continue monitoring performance for the whole team.
Ready To Start?
Our Process
This is the 3-step process we use to fully integrate your CRM with your entire tool stack — fast, smooth, and with zero disruption to your team.
Step 1
60-min Onboarding
We kick things off with a 60-minute call to:
• Map your current sales process.
• Review your existing tool stack.
• Choose 1 person (usually the founder or sales lead) to start testing with.
Step 2
7-Day CRM Integration
We’ll integrate your CRM with:
• Lead sources (e.g., Typeform, ads, etc.).
• Booking tools (e.g., Calendly, Cal.com).
• Payment processors (e.g. Stripe).
• Communication apps like Slack and email.
• Anything else that should be connected to your CRM.
Step 3
4-Week Maintenance
Week 1–2: We test whether the integration helps lower CAC for 1 person on your team.
Week 3–4: If it does, we roll it out to the rest of the team — and continue monitoring performance for the whole team.
Ready To Start?
Why It’s 100% Risk-Free for You
You’ve got nothing to lose — and everything to gain.
Here are 5 reasons why:
1
You only pay 30% upfront
The remaining 70% is due only if your Customer Acquisition Cost (CAC) drops within 4 weeks of us integrating your CRM with your tool stack. If it doesn’t — we refund the initial 30%. No results = 100% of your money back.
2
We won’t change your sales process
Your team keeps working as usual. We’ll integrate your CRM and other tools for one person (usually the founder or sales lead). If performance drops, we shut it off instantly — ensuring your process stays 100% intact and functional. We roll it out to the whole team only when it works for one person.
3
Nothing to clean up if it doesn’t work
No mess, no damage, no drama. If integrating your CRM with your tool stack doesn’t lower CAC within 4 weeks, we stop everything with a few clicks and refund your initial 30%. Your team keeps going like nothing happened — no extra work, no tech headaches.
4
Nobody will question your decision
This is just a test. Whether it works or not, you’ll look like a smart operator trying to lower CAC and scale more efficiently and profitably. No one gets blamed for trying something new — especially if it could improve profitability.
5
If it doesn't work, no harm, no foul
This is an experiment. Smart teams are constantly testing new things. If it doesn’t work, no hard feelings — you get your money back, and we go our separate ways.
See?
The only way to not reduce your Customer Acquisition Cost (CAC)... is to do nothing at all.
Why It’s 100% Risk-Free for You
You’ve got nothing to lose — and everything to gain.
Here are 5 reasons why:
1
You only pay 30% upfront
The remaining 70% is due only if your Customer Acquisition Cost (CAC) drops within 4 weeks of us integrating your CRM with your tool stack. If it doesn’t — we refund the initial 30%. No results = 100% of your money back.
2
We won’t change your sales process
Your team keeps working as usual. We’ll integrate your CRM and other tools for one person (usually the founder or sales lead). If performance drops, we shut it off instantly — ensuring your process stays 100% intact and functional. We roll it out to the whole team only when it works for one person.
3
Nothing to clean up if it doesn’t work
No mess, no damage, no drama. If integrating your CRM with your tool stack doesn’t lower CAC within 4 weeks, we stop everything with a few clicks and refund your initial 30%. Your team keeps going like nothing happened — no extra work, no tech headaches.
4
Nobody will question your decision
This is just a test. Whether it works or not, you’ll look like a smart operator trying to lower CAC and scale more efficiently and profitably. No one gets blamed for trying something new — especially if it could improve profitability.
5
If it doesn't work, no harm, no foul
This is an experiment. Smart teams are constantly testing new things. If it doesn’t work, no hard feelings — you get your money back, and we go our separate ways.
See?
The only way to not reduce your Customer Acquisition Cost (CAC)... is to do nothing at all.
Why It’s 100% Risk-Free for You
You’ve got nothing to lose — and everything to gain.
Here are 5 reasons why:
1
You only pay 30% upfront
The remaining 70% is due only if your Customer Acquisition Cost (CAC) drops within 4 weeks of us integrating your CRM with your tool stack. If it doesn’t — we refund the initial 30%. No results = 100% of your money back.
2
We won’t change your sales process
Your team keeps working as usual. We’ll integrate your CRM and other tools for one person (usually the founder or sales lead). If performance drops, we shut it off instantly — ensuring your process stays 100% intact and functional. We roll it out to the whole team only when it works for one person.
3
Nothing to clean up if it doesn’t work
No mess, no damage, no drama. If integrating your CRM with your tool stack doesn’t lower CAC within 4 weeks, we stop everything with a few clicks and refund your initial 30%. Your team keeps going like nothing happened — no extra work, no tech headaches.
4
Nobody will question your decision
This is just a test. Whether it works or not, you’ll look like a smart operator trying to lower CAC and scale more efficiently and profitably. No one gets blamed for trying something new — especially if it could improve profitability.
5
If it doesn't work, no harm, no foul
This is an experiment. Smart teams are constantly testing new things. If it doesn’t work, no hard feelings — you get your money back, and we go our separate ways.
See?
The only way to not reduce your Customer Acquisition Cost (CAC)... is to do nothing at all.
BONUS
FREE 60-Minute Automated Growth Strategy
We’ll sit down with you for a 60-minute strategy session to identify all opportunities to:
• Reduce your Customer Acquisition Cost (CAC)
• Boost your Customer Lifetime Value (LTV)
…with the help of technology.
We’ll look across your entire client journey — from lead gen to fulfillment — and map out a custom roadmap showing how tech can ensure your profitable growth.
You’ll walk away with your CRM fully integrated with your entire tool stack, which reduces your CAC — plus a clear roadmap to continue reducing your CAC and boost your LTV using technology.
Want it?
BONUS
FREE 60-Minute Automated Growth Strategy
We’ll sit down with you for a 60-minute strategy session to identify all opportunities to:
• Reduce your Customer Acquisition Cost (CAC)
• Boost your Customer Lifetime Value (LTV)
…with the help of technology.
We’ll look across your entire client journey — from lead gen to fulfillment — and map out a custom roadmap showing how tech can ensure your profitable growth.
You’ll walk away with your CRM fully integrated with your entire tool stack, which reduces your CAC — plus a clear roadmap to continue reducing your CAC and boost your LTV using technology.
Want it?
BONUS
FREE 60-Minute Automated Growth Strategy
We’ll sit down with you for a 60-minute strategy session to identify all opportunities to:
• Reduce your Customer Acquisition Cost (CAC)
• Boost your Customer Lifetime Value (LTV)
…with the help of technology.
We’ll look across your entire client journey — from lead gen to fulfillment — and map out a custom roadmap showing how tech can ensure your profitable growth.
You’ll walk away with your CRM fully integrated with your entire tool stack, which reduces your CAC — plus a clear roadmap to continue reducing your CAC and boost your LTV using technology.
Want it?
What One of Our Clients Has To Say
Dead Simple Ops has been absolutely crucial for our agency's growth.
Nick and Nazar consistently deliver fast, reliable technical solutions whenever we need them - no BS, just results. When you're running a marketing agency, you can't afford to have technical issues slowing you down or confusing your clients. These guys get it done right the first time with clear communication throughout.
Having that kind of dependable technical support lets us focus on what we do best - driving revenue for our clients.
Can't recommend them highly enough!
Jeppe Schrøder
Managing Director, Markeity
What One of Our Clients Has To Say
Dead Simple Ops has been absolutely crucial for our agency's growth.
Nick and Nazar consistently deliver fast, reliable technical solutions whenever we need them - no BS, just results. When you're running a marketing agency, you can't afford to have technical issues slowing you down or confusing your clients. These guys get it done right the first time with clear communication throughout.
Having that kind of dependable technical support lets us focus on what we do best - driving revenue for our clients.
Can't recommend them highly enough!
Jeppe Schrøder
Managing Director, Markeity
What One of Our Clients Has To Say
Dead Simple Ops has been absolutely crucial for our agency's growth.
Nick and Nazar consistently deliver fast, reliable technical solutions whenever we need them - no BS, just results. When you're running a marketing agency, you can't afford to have technical issues slowing you down or confusing your clients. These guys get it done right the first time with clear communication throughout.
Having that kind of dependable technical support lets us focus on what we do best - driving revenue for our clients.
Can't recommend them highly enough!
Jeppe Schrøder
Managing Director, Markeity
Our Background
Hi, I'm Nick
I’ve spent 10+ years in tech at companies like Google, UBS, Aon, Odyssey Logistics, and several SMBs — working across software engineering, automation, and product management. After that, I ran a marketing agency for over a year. I’m currently pursuing an MBA at the Luxembourg School of Business on weekends — and running my own automation agency full-time.
I’m in the agency trenches every day — which means I speak your language whether you're doing $30K or $300K+ in MRR, and I know how to solve your growth challenges with technology.
Hi, I'm Nazar
Tech has been second nature to me since kindergarten. I’m a Computer Science and AI major with 5+ years of hands-on experience in software engineering and automation — from a $3B logistics tech provider to a space startup.
If your growth challenge can be solved with technology, I’ll build the system that makes it happen.
Our Background
Hi, I'm Nick
I’ve spent 10+ years in tech at companies like Google, UBS, Aon, Odyssey Logistics, and several SMBs — working across software engineering, automation, and product management. After that, I ran a marketing agency for over a year. I’m currently pursuing an MBA at the Luxembourg School of Business on weekends — and running my own automation agency full-time.
I’m in the agency trenches every day — which means I speak your language whether you're doing $30K or $300K+ in MRR, and I know how to solve your growth challenges with technology.
Hi, I'm Nazar
Tech has been second nature to me since kindergarten. I’m a Computer Science and AI major with 5+ years of hands-on experience in software engineering and automation — from a $3B logistics tech provider to a space startup.
If your growth challenge can be solved with technology, I’ll build the system that makes it happen.
Our Background
Hi, I'm Nick
I’ve spent 10+ years in tech at companies like Google, UBS, Aon, Odyssey Logistics, and several SMBs — working across software engineering, automation, and product management. After that, I ran a marketing agency for over a year. I’m currently pursuing an MBA at the Luxembourg School of Business on weekends — and running my own automation agency full-time.
I’m in the agency trenches every day — which means I speak your language whether you're doing $30K or $300K+ in MRR, and I know how to solve your growth challenges with technology.
Hi, I'm Nazar
Tech has been second nature to me since kindergarten. I’m a Computer Science and AI major with 5+ years of hands-on experience in software engineering and automation — from a $3B logistics tech provider to a space startup.
If your growth challenge can be solved with technology, I’ll build the system that makes it happen.
Reduce Your Customer Acquisition Cost (CAC)
Book a Free Consultation to see exactly how we’ll make it happen:
Reduce Your Customer Acquisition Cost (CAC)
Book a Free Consultation to see exactly how we’ll make it happen:
Reduce Your Customer Acquisition Cost (CAC)
Book a Free Consultation to see exactly how we’ll make it happen:
FAQs
I want you to be as informed as possible before our call. Here are answers to the most common questions other B2B agency owners ask.
Why do I need to integrate my CRM with my entire tool stack?
Because without integration, leads can be lost, data is scattered, and follow-ups are inconsistent. Integration ensures every lead is captured, every update is synced, and every step of the sales process is trackable and efficient.
Can’t I use Zapier or hire a virtual assistant to do this?
Zapier can help with basic tasks, and a VA can log data manually — but neither can manage complex workflows reliably at scale. Our approach ensures real-time updates, consistent data, and reduced errors, even as your team and tool stack grow.
What CRMs and tools do you support?
We work with most modern CRMs — including Close, HubSpot, GoHighLevel, Pipedrive, and Salesforce. We also connect tools like Typeform, Calendly, Slack, Google Sheets, Stripe, and many others. If your tools have APIs or webhooks, we can integrate them.
How quickly will we see results?
You’ll start seeing initial results within the first 1–2 weeks. As we roll out the integration to your full team in weeks 3–4, you’ll see stronger improvements in lead tracking, efficiency, and sales performance — all contributing to a lower Customer Acquisition Cost (CAC).
Will this disrupt our current sales process?
No. We don’t replace your sales process — we enhance it. By integrating the tools and steps already involved (like lead capture, booking, follow-up, and communication), we make your existing process more efficient. We start by testing with one person. If it improves performance, we expand it. If not, we stop — and your current setup stays exactly as it is.
What is your guarantee?
Please refer to the “Why It’s 100% Risk-Free for You” section above for full details on our guarantee.
What if our CRM is already integrated with some of our tools?
That’s perfectly fine. We’ll audit your existing integrations, identify any gaps, and add only what’s missing. We won’t change or break anything that already works.
How do I start?
Just book a free, no-obligation call using the calendar link above. We’ll guide you through the next steps from there.
FAQs
I want you to be as informed as possible before our call. Here are answers to the most common questions other B2B agency owners ask.
Why do I need to integrate my CRM with my entire tool stack?
Because without integration, leads can be lost, data is scattered, and follow-ups are inconsistent. Integration ensures every lead is captured, every update is synced, and every step of the sales process is trackable and efficient.
Can’t I use Zapier or hire a virtual assistant to do this?
Zapier can help with basic tasks, and a VA can log data manually — but neither can manage complex workflows reliably at scale. Our approach ensures real-time updates, consistent data, and reduced errors, even as your team and tool stack grow.
What CRMs and tools do you support?
We work with most modern CRMs — including Close, HubSpot, GoHighLevel, Pipedrive, and Salesforce. We also connect tools like Typeform, Calendly, Slack, Google Sheets, Stripe, and many others. If your tools have APIs or webhooks, we can integrate them.
How quickly will we see results?
You’ll start seeing initial results within the first 1–2 weeks. As we roll out the integration to your full team in weeks 3–4, you’ll see stronger improvements in lead tracking, efficiency, and sales performance — all contributing to a lower Customer Acquisition Cost (CAC).
Will this disrupt our current sales process?
No. We don’t replace your sales process — we enhance it. By integrating the tools and steps already involved (like lead capture, booking, follow-up, and communication), we make your existing process more efficient. We start by testing with one person. If it improves performance, we expand it. If not, we stop — and your current setup stays exactly as it is.
What is your guarantee?
Please refer to the “Why It’s 100% Risk-Free for You” section above for full details on our guarantee.
What if our CRM is already integrated with some of our tools?
That’s perfectly fine. We’ll audit your existing integrations, identify any gaps, and add only what’s missing. We won’t change or break anything that already works.
How do I start?
Just book a free, no-obligation call using the calendar link above. We’ll guide you through the next steps from there.
FAQs
I want you to be as informed as possible before our call. Here are answers to the most common questions other B2B agency owners ask.
Why do I need to integrate my CRM with my entire tool stack?
Because without integration, leads can be lost, data is scattered, and follow-ups are inconsistent. Integration ensures every lead is captured, every update is synced, and every step of the sales process is trackable and efficient.
Can’t I use Zapier or hire a virtual assistant to do this?
Zapier can help with basic tasks, and a VA can log data manually — but neither can manage complex workflows reliably at scale. Our approach ensures real-time updates, consistent data, and reduced errors, even as your team and tool stack grow.
What CRMs and tools do you support?
We work with most modern CRMs — including Close, HubSpot, GoHighLevel, Pipedrive, and Salesforce. We also connect tools like Typeform, Calendly, Slack, Google Sheets, Stripe, and many others. If your tools have APIs or webhooks, we can integrate them.
How quickly will we see results?
You’ll start seeing initial results within the first 1–2 weeks. As we roll out the integration to your full team in weeks 3–4, you’ll see stronger improvements in lead tracking, efficiency, and sales performance — all contributing to a lower Customer Acquisition Cost (CAC).
Will this disrupt our current sales process?
No. We don’t replace your sales process — we enhance it. By integrating the tools and steps already involved (like lead capture, booking, follow-up, and communication), we make your existing process more efficient. We start by testing with one person. If it improves performance, we expand it. If not, we stop — and your current setup stays exactly as it is.
What is your guarantee?
Please refer to the “Why It’s 100% Risk-Free for You” section above for full details on our guarantee.
What if our CRM is already integrated with some of our tools?
That’s perfectly fine. We’ll audit your existing integrations, identify any gaps, and add only what’s missing. We won’t change or break anything that already works.
How do I start?
Just book a free, no-obligation call using the calendar link above. We’ll guide you through the next steps from there.