Lead & CRM Automation
Stop losing leads to slow follow-up.
Every lead — website form, phone call, DM, walk-in — lands in one place, gets sorted, and gets followed up automatically. You don’t administer it. I do.
How it works
Diagnose, move you over, keep it running
Free
Lead Flow Audit
I look at how leads actually reach you today — every form, inbox, phone line, and DM — and map where they stall or go cold. You get the map whether or not you hire me.
Setup
Build & Migration
Your whole lead flow moved onto one system and switched on: capture, sorting, follow-up, and reporting. Coming from another CRM, or from a shared inbox and a spreadsheet — both are normal starting points, and the second one is usually faster.
Monthly
Ongoing Management
I keep the system running, fix what breaks, and adjust routing and scoring as your business changes. At the higher levels I write and run the follow-up too, and report on what’s actually converting.
Track record
This automation line is new. The habit of building things that keep running after I leave is not.
Jack was brought on as a consultant at Franklin Sports to help build our first-ever Amazon predictive modeling capability… He built something we could actually run in production and trust, and he made our team smarter in the process.
Scott Kennedy
VP Data Analytics
Franklin Sports
Plans
Less than one lost customer a month
Run
$250/mo
or $2,500/year — two months free
Nothing gets lost. You do the selling.
Every lead captured — form, phone, DM, walk-in
Sorted and scored, so you know who to call first
Instant first response, day or night
I maintain it and fix what breaks
Recommended
Run + Follow-up
$750/mo
or $7,500/year — two months free
I do the chasing. You do the closing.
Everything in Run, plus:
Follow-up I write and run, until they reply
Reactivation of old leads already in your list
Monthly report on what actually converts
Done-for-you
$2,000/mo
or $20,000/year — two months free
I run everything up to the conversation.
Everything above, plus:
Multiple locations, pipelines, or service lines
Campaigns planned and run
A working session each month
Same-day changes when you need them
$500 setup · live in 1–2 weeks · month-to-month, cancel any time
What I don’t do
I don’t run your ads, build your website, or write your brand copy. I run the system that catches what your marketing brings in.
The guarantee
Change your mind in the first 30 days and I refund the setup and export your data. No reason needed.
Not live in two weeks? The setup is free.
After that it’s month-to-month anyway, so you’re never more than a month from walking away. The system already exists and the build takes me about a week — that’s why I can hand you the risk instead of holding onto it. All I ask is that you get me the access and the contact list. I can’t build it without those.
Not sure which one fits? The audit tells you. No cost, no commitment — and you keep the map either way.
Before you commit
Common questions about automation work
What happens to my data if I stop working with you?
Why is there a setup fee?
Am I locked into a contract?
How long before it’s actually running?
What if we don’t have a CRM at all?
What do I actually end up with?
Do I need a big tech stack or a lot of data to start?
Show me how leads reach you today. I’ll map where they’re leaking — free.
The contact form on this site routes itself into my CRM the moment you hit send. Same stack, same build.
Opsis Data
Forecasting, causal inference, and automation for teams who need proof, not decks.
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Data Scientist · Analytics · Forecasting