Harborstone services
Automation & CRM
Stop tracking customers in your head, your inbox and a spreadsheet. Harborstone scopes a CRM and the automations that follow up for you.
What is included
What the service covers
One CRM and pipeline
Every lead, conversation and deal in one place, with clear stages.
Automated follow-up
Confirmations, reminders, no-show rebooking and quote follow-ups that run on their own.
Booking and reviews
Online booking with reminders, plus review requests after each job.
Reporting
See where leads come from and which ones turn into revenue.
Who it is for
Growing businesses with leads coming from several places and follow-up that depends on someone remembering.
What to bring to the first call
- How leads reach you today
- The steps from first contact to paid job
- The tools you use now
- Who owns follow-up
How it goes
- Map how leads flow today
- Design the pipeline and automations
- Build it and import your contacts
- Test every automation
- Train your team
Your proposal
Pricing depends on the scope you need. After a short consultation, you get a written proposal with scope, pricing, timeline and who performs the work, before you commit to anything.
Automations send messages on your behalf, so consent and opt-out rules are set up with care.
Ready to stop chasing leads?
A 15-minute call is enough to tell whether Harborstone can help, and what it would take.