Websites + CRM + Automation for Service-Based Businesses
Get Seen. Capture Every Lead.
Let Your System Follow Up.
Your website gets customers to find you. Your CRM keeps every lead in one place. Automations follow up so no one slips through. We build all three and connect them — starting with a one-page website from $750.
WATCH BEFORE YOU SCROLL — 60 SECONDS
Start Here: Your Website
If Customers Can't Find You, They Can't Book You.
Most small businesses don't need a big, complicated website. They need one clean, professional page that shows who they are, what they do, and makes it easy to call, book, or request a service.
That's our one-page website. It's the fastest way to get seen, look credible, and start collecting leads — and it's built from day one to connect to your CRM, so every inquiry has somewhere to go.
Book your free consultation through this page, then book your website within 14 days of that consultation.
- ✓ Show who you are, what you do, and where you serve
- ✓ Look great on phones, tablets, and desktops
- ✓ Make it easy to call, book, or request a service
- ✓ Capture leads with a contact or service request form
- ✓ Connect to your CRM so every lead is saved and followed up
Discount applies to consultations booked on this page. Website must be booked within 14 days of your consultation.
Website Add-Ons
Add More to Your Website
Add-ons are sold on top of your one-page website.
- ✓ Password-protected blog admin
- ✓ SEO-optimized post editor with title/description validation
- ✓ FAQ schema on every post
- ✓ Automatic sitemap updates on publish
Content writing not included — CMS setup only.
Book a Consultation- ✓ Client-facing testimonial submission form
- ✓ Spam and bot protection
- ✓ Admin approval dashboard (approve, decline, publish)
- ✓ Automatic email alert when a new testimonial comes in
- ✓ Only approved reviews ever appear on your site
- ✓ Password-protected blog admin
- ✓ SEO-optimized post editor with title/description validation
- ✓ FAQ schema on every post
- ✓ Automatic sitemap updates on publish
- ✓ Client-facing testimonial submission form
- ✓ Spam and bot protection
- ✓ Admin approval dashboard (approve, decline, publish)
- ✓ Automatic email alert when a new testimonial comes in
- ✓ Only approved reviews ever appear on your site
Content writing not included — CMS setup only.
Book a ConsultationHow It All Connects
Your Website Is the Front Door. Your CRM Is Where Every Lead Lives.
A website on its own gets you seen. But when a customer fills out your form or books a call, where does that lead go? Here's the journey we build for you — from first click to booked client.
A customer finds your website
They search Google, see you on social media, or get referred. Your website tells them who you are and why they should choose you.
Your WebsiteThey book or request a service
They fill out a form, pick a time on your calendar, or send a message. This is the moment they become a lead.
Your WebsiteThe lead lands in your CRM
Think of it as your digital Rolodex. Every name, number, email, and request is saved in one place — not lost in a text thread or inbox.
Your CRMAutomations follow up for you
Instant replies, appointment reminders, follow-up texts, and review requests go out on their own — so leads turn into paying clients.
Your AutomationsA Website on Its Own
- ✕ Form submissions sit in an inbox nobody checks
- ✕ Leads get a reply hours or days later — or never
- ✕ Customer info is scattered across texts, emails, and notes
- ✕ You have no idea how many leads the site actually brings in
A Website Connected to Your System
- ✓ Every lead is saved in your CRM automatically
- ✓ Customers get a response within minutes, even after hours
- ✓ Reminders and follow-ups run without you lifting a finger
- ✓ You can see every lead, booking, and client in one place
That's Where SourcePro Comes In
We build your website. We connect it to your CRM. Then we build the automations on top that follow up with every lead. One partner, one connected system — no piecing together tools from three different vendors.
See the CRM Behind It ↓The Problem
Most Service Businesses Are Running on Duct Tape
You're skilled at what you do. The operational gaps aren't a reflection of your ability — they're a reflection of systems that were never designed.
Leads disappearing after first contact
You get the call, send a quote, and never hear back — but you also never followed up. No system means no second chance.
Your team spending hours on manual tasks
Sending the same confirmation text. Re-entering the same information in three places. Chasing invoices that should follow up automatically.
No visibility into what's actually happening
You can't answer "how many open jobs do we have right now?" without opening four different apps or asking someone on your team.
Information scattered across apps, texts, and emails
Your customer's history lives in text messages, their contract is in someone's email, and their appointment is in a different calendar entirely.
Team members operating without direction
Different people doing the same job differently. No standard process. Onboarding a new hire takes months instead of days.
Revenue leaking from jobs that never get invoiced
Work gets done. The invoice goes out late — or not at all. The follow-up never happens. That's revenue you earned but didn't collect.
The Numbers
What a Properly Built Business System Delivers
Industry benchmarks from businesses that implemented a CRM and automation system correctly.
See Your ROI Before You Commit
Input your current lead volume, conversion rate, and average job value — and see exactly what a properly configured system could mean for your revenue in dollars.
Open the CRM ROI Calculator →The Platform
Behind Your Website: One System for Everything.
Your website brings the leads in. Your CRM is where they're kept, tracked, and followed up — and every automation we build runs on top of it. Here's what your platform includes:
Contact & Client Records
Every client, lead, and contact in one place — with full history, notes, tags, and activity log.
Sales Pipelines
Visual drag-and-drop pipeline tracking your leads from first contact to signed contract and beyond.
Workflow Automations
Multi-step automations that trigger on any action — form submission, stage change, date, or custom event.
Appointment Scheduling & Calendars
Client-facing booking pages with automated reminders, confirmations, and rescheduling — no back-and-forth.
Email & SMS Marketing
Broadcast campaigns, automated drip sequences, and two-way texting — all from one unified inbox.
Custom Forms & Lead Capture
Branded intake forms, service request forms, and surveys that feed directly into your pipeline.
Invoicing & Payment Collection
Send invoices, accept payments, and set up payment plans — tracked directly against each client record.
Reputation Management
Automated review requests after job completion. Positive reviews go public, negative feedback routes to your inbox first.
Mobile App for Your Team
Your team manages contacts, tasks, and communications from the field — on any device, in real time.
Reporting & Dashboards
Real-time visibility into lead volume, conversion rate, revenue, and team performance — no spreadsheets required.
AI Conversation Tools
AI-powered chat responses, smart follow-up suggestions, and conversation summaries built into your inbox.
Third-Party Integrations
Connects to Stripe, QuickBooks, Google, Facebook, and hundreds of other tools your business already uses.
Setup Investment
Pick the Tier That Matches Your Team
Every tier includes the full CRM platform setup. The scope of build scales with your team size.
- ✓ Full CRM platform setup & configuration
- ✓ 1 sales pipeline built to your process
- ✓ Lead capture form + calendar booking page
- ✓ 3 automation workflows (follow-up, reminder, confirmation)
- ✓ Email & SMS templates (up to 5)
- ✓ Payment link or invoice setup
- ✓ Team user setup (up to 5 users)
- ✓ 1 live training session + SOP documentation
- ✓ Everything in Starter
- ✓ Up to 3 pipelines (service lines or divisions)
- ✓ Advanced automation sequences (up to 8 workflows)
- ✓ Custom intake forms per service type
- ✓ Team role configuration + permissions
- ✓ Reporting dashboard setup
- ✓ Reputation management & review automation
- ✓ 2 training sessions + full SOP documentation
- ✓ 30-day post-launch support
- ✓ Everything in Growth
- ✓ Multi-department pipeline architecture
- ✓ Advanced team permissions & manager dashboards
- ✓ Complex automation sequences + conditional logic
- ✓ API integrations with existing tools
- ✓ Custom reporting for leadership visibility
- ✓ Phased implementation with milestone reviews
- ✓ Full team training program + train-the-trainer
- ✓ 60-day post-launch support
All services require a consultation first. Custom scope quoted separately after discovery.
À La Carte Services
Every Service Solves a Specific Problem
All services build on top of your CRM foundation. Each one addresses a real operational gap — not just adds another tool.
Lead Follow-Up Automation
A roofing company gets 30 quote requests a week. 12 never get followed up because the crew is on-site and the office is managing everything manually. Those 12 leads disappear.
We build automated follow-up sequences triggered the moment a lead submits a form — text, email, and task assignment — so no lead waits more than 5 minutes for a response.
Every lead gets an immediate, professional response. Your team gets notified. Conversion rates increase without adding headcount.
Appointment & Booking System Setup
A coach spends 3 hours a week going back and forth to schedule discovery calls. Half the time the client doesn't show up and there's no automatic reminder.
We set up a self-booking system with custom intake questions, automated reminders at 24 hours and 1 hour before, and a no-show re-engagement sequence.
Clients book themselves. No-shows drop. Your calendar fills without back-and-forth email threads, and your time is protected.
Invoice & Payment Automation
A plumbing contractor completes 40 jobs a month. Invoices go out 3-5 days late and there's no follow-up process for overdue payments.
We automate invoice generation triggered by job completion, with a payment reminder sequence at 3, 7, and 14 days past due — automatically.
Invoices go out same day. Payment reminders run without anyone touching them. Overdue receivables drop and cash flow stabilizes.
Review & Reputation Automation
A cleaning company does excellent work but has 12 Google reviews. A competitor has 340. The business with more reviews gets the call — every time.
We set up an automated review request triggered at job completion — happy clients route directly to Google, unhappy feedback routes to your inbox first.
Review volume increases consistently every month. Your ranking improves. You control your reputation without manually asking every client.
Client Onboarding Workflow
A consulting firm onboards 5 new clients a month. Each one gets a different experience depending on who handled it. Documents arrive late, first impressions are inconsistent.
We design and automate a structured onboarding workflow — welcome sequence, intake form, document collection, kickoff scheduling, and team task assignment — triggered the moment a contract is signed.
Every new client gets the same professional experience. Your team knows exactly what to do. Onboarding time is cut in half.
Team Task & Workflow Architecture
An HVAC company has 8 technicians. Job assignments happen in text threads. Nobody knows who's doing what. A job gets double-booked.
We design internal task routing inside your CRM — automated job assignment, team notifications, and a shared dashboard where management sees every active job in real time.
Every team member knows their assignments. No more text-thread confusion. Management has full visibility without having to call anyone.
Reporting & KPI Dashboard Setup
A staffing agency owner pulls numbers from four different places every Friday just to figure out what happened this week. It takes 2 hours every time.
We build a custom reporting dashboard showing lead volume, conversion rate, revenue, open jobs, and team performance — updated in real time.
You open one screen and know exactly where your business stands. Decisions get faster. Reporting takes 10 minutes instead of 2 hours.
Re-Engagement & Retention Campaigns
A landscaping company has 600 past customers sitting dormant. Nobody's reached out in 18 months. They're spending money on ads to find new clients instead of re-activating who they already have.
We design re-engagement campaigns — segmented by last service date and service type — delivered by email and SMS with seasonal messaging that converts past clients back into active ones.
Revenue comes from your existing client base. Cost of acquisition drops. Customer lifetime value increases.
SOP Development & Team Documentation
A property management company hires a new admin every 6 months. Every time, the owner spends 3 weeks training from scratch — because nothing is documented anywhere.
We document every operational process tied to the systems we build — step-by-step SOPs, role-specific guides, and a reference library your team can access any time.
New hires onboard in days, not weeks. Your operation doesn't depend on knowledge living in one person's head. The business scales without you being the bottleneck.
AI-Powered Tools
Two AI Tools That Pay for Themselves Immediately
These aren't buzzwords. They're specific tools we configure inside your system that handle real work — 24 hours a day, without adding headcount.
AI Website Chat
A potential client visits your website at 10 PM on a Tuesday, has a question, finds no one available, and books with your competitor who responded instantly.
We configure an AI chat assistant on your website — trained on your services, pricing, FAQs, and booking process. It answers questions, qualifies leads, and books appointments around the clock.
Leads captured after hours. Appointments booked while you sleep. Your team wakes up to a full calendar instead of a missed opportunity.
AI Missed Call Text-Back
A contractor misses a call while on a job site. The lead called one other number on the same Google search, got an answer, and booked. The missed call was ,000 in revenue.
We configure an automated text response that fires within 60 seconds of any missed call — introducing your business, offering to help, and capturing the lead before they move on.
No missed call goes unanswered. The lead hears from you immediately. You recover conversations that your team physically couldn't get to — automatically.
Ongoing Partnership
Systems Need Maintenance. That's What Optimization Is For.
Your CRM build is the foundation. But as your business grows — new service lines, more team members, changing processes — your system has to evolve with it.
Optimization retainers are for businesses that want ongoing systems support: monitoring what's working, adjusting what isn't, building new automations as new needs arise, and keeping your tech stack aligned with how your business actually operates.
Monthly System Review
Regular audit of automation performance, pipeline health, and team usage — with documented recommendations each cycle.
Ongoing Automation Builds
As your business grows, new workflows get built — without starting from scratch or paying for a new project each time.
Team Adoption Support
When new team members join or roles change, we update access, re-train, and ensure the system stays adopted across your team.
Reporting & Data Integrity
Your dashboards stay accurate. Data issues get caught early. You keep making decisions based on clean, reliable numbers.
Priority Access to SourcePro
Retainer clients get first access for new build requests, questions, and strategic guidance — with committed response times.
What Optimization Looks Like in Practice
Real Scenarios. Real System Work.
Optimization isn't just "keeping the lights on." Here's what that monthly work actually delivers for your business.
Custom Performance Dashboard
A 15-person home services company is growing but the owner has no idea which service line is most profitable, which tech generates the most repeat business, or how many leads went cold last month.
We build and maintain a custom executive dashboard — tracking revenue by service type, team member performance, lead source ROI, and pipeline conversion rates — updated automatically, reviewed monthly.
The owner runs their Monday morning review in 15 minutes. Decisions about hiring, pricing, and service focus are based on actual numbers — not gut feel.
Online Team Training Portal
A staffing firm onboards 6-10 new employees per quarter. Every manager spends 2 days per hire on live training — repeating the same walkthroughs, answering the same questions, pulling people off active work.
We build a self-serve training portal inside your system — video walkthroughs, step-by-step SOPs, role-specific modules, and a completion tracker so managers can see exactly where each new hire is in the process.
New hires complete onboarding at their own pace. Manager time in training drops by 70%. Every hire gets the same quality introduction — regardless of who's available.
New Service Line Integration
A contractor adds a new service — say, commercial maintenance contracts — and suddenly the existing intake form, pipeline, and automation sequences don't fit. The new service gets managed manually because "we'll figure out the system later."
During the monthly optimization cycle, we build the new pipeline, intake form, contract workflow, and follow-up sequence for the new service — so it operates inside the same system with the same consistency as everything else.
New service lines are operational in the system from day one. No manual management period. No patchwork fixes later.
Client Collaboration & Project Portal
A consulting firm's clients constantly ask "where are we in the process?" The team is answering the same status update emails 20 times a week instead of doing the actual work.
We build a client-facing project status portal — a branded page where each client can log in and see exactly where their engagement stands, what's been completed, and what's coming next. Status updates inside the CRM automatically push to the portal.
Status update emails drop by 80%. Clients feel more informed, not less. Your team spends time delivering work instead of reporting on it.
Team Accountability Workflow
A 30-person service company has tasks being assigned in Slack, text, email, and verbal conversation. Nobody has a clear picture of what's been done, what's overdue, or who dropped the ball.
We architect a team task system inside your CRM — role-based task assignment, automated due date reminders, escalation triggers for overdue items, and a manager dashboard showing real-time team workload and completion rates.
Every task has an owner, a deadline, and a visible status. Managers don't chase people for updates. Accountability is built into the system — not into uncomfortable conversations.
Automation Audit & Clean-Up
A business built automations over 18 months — some internally, some by a previous vendor. Now messages are going to the wrong people, old automations are firing on contacts that shouldn't receive them, and nobody knows what's actually running.
We audit every active automation in your system — document what each one does, identify conflicts and errors, deactivate what's obsolete, fix what's broken, and map the full automation architecture so your team understands exactly what's running and why.
Clean, documented, intentional automation. No surprise messages to clients. No internal confusion. Your system does exactly what you designed it to do.
The Process
How This Works
Three focused steps from conversation to a live website and system.
30-Minute Consultation
We talk through your business — how customers find you, how work comes in, where things break down. No pitch, no pressure. Book your website within 14 days of this call to save 15%.
Custom Build
We build your website, connect it to your CRM, and set up the automations — configured to your services, your workflow, and your team. You review and approve before anything goes live.
Train, Launch & Optimize
Your team gets trained. The system goes live. And if you choose an optimization retainer, we stay alongside you as your business grows and your systems need to keep pace.
Who Builds This
Not a Software Vendor. Not a Marketing Agency. A Systems Consultant.
Most CRM setups fail — not because the software is bad, but because whoever set it up didn't understand how the business actually operates. They configured a tool. They didn't design a system.
I come from 15+ years inside business operations and team management — environments where process failures have real consequences. I've also built software from scratch as a full-stack engineer. That combination gives me a view of your business that most consultants don't have: I see the workflow, the team dynamics, and the technical implementation — all at once.
When I build your system, I'm not handing you software and walking away. I'm building the operational infrastructure underneath your business. There's one person accountable for all of it — me.
Talk to Teila DirectlyCommon Questions
Answers Before the Conversation
How much does a website cost?▾
One-page websites start at $750. Most small businesses only need one page to get seen and start collecting leads. If you need a multi-page website, we'll quote it after your consultation based on what your business needs.
How do I get the 15% website discount?▾
Book your free consultation using the booking link on this page. Then book your website within 14 days of that consultation. That brings a $750 one-page website down to $637.50.
Why does my website need to connect to a CRM?▾
A website gets you seen, but it doesn't keep track of anyone. When someone fills out your form or books a call, that lead needs somewhere to go. Your CRM saves every lead in one place, and the automations we build on top of it follow up right away — so leads turn into clients instead of getting forgotten.
Does my business actually need a CRM? I'm pretty small right now.▾
If you have more than one client at a time — yes. The size of your business doesn't determine whether you need a system. It determines the scale of the system. We build what fits where you are now and what scales where you're going.
What kind of businesses do you work with?▾
Any service-based business with a team and a client base. We've built systems for tradesmen (roofers, plumbers, HVAC, electricians, contractors), coaches and consultants, agencies, healthcare and wellness providers, property managers, staffing firms, and other professional service businesses.
Do I need to know anything about technology or CRM software?▾
No. You understand your business. We translate that into a system your team can actually use — and we train everyone so that when we hand it over, nobody is confused. We write the documentation, run the training sessions, and build it to be as simple to use as possible.
How long does it take to build and launch?▾
Starter builds typically take 1-2 weeks. Growth builds run 3-4 weeks. Scale builds are phased over 4-8 weeks depending on complexity. Timeline depends heavily on how quickly you provide content, access, and approvals.
What software platform does this run on?▾
We build on a proven all-in-one business platform used by over 1.5 million businesses worldwide. It replaces separate tools for CRM, email marketing, SMS, calendars, forms, invoicing, automation, AI chat, and reporting — in one system. We chose this platform specifically for service-based businesses because it handles the full client lifecycle without requiring multiple subscriptions.
Can I add services one at a time?▾
Yes. You can start with just a website and connect it to a CRM later. Once your CRM is built, you can add individual automation services at any point — either during the initial build or in future sprints. Automation services require a CRM foundation first.
One Conversation Changes the Operation
Your Business Deserves a System That Works as Hard as You Do.
Book a free 30-minute consultation. We'll look at your website, your lead flow, and your current setup — and tell you exactly what needs to be built, at no cost and no obligation.
Book My Free 30-Min ConsultationBook here and book your website within 14 days of your consultation to save 15%. Referred by a partner? Mention their name during your call for your 10% first-service discount.