A CRM that does what it promised.
CRM setup engineered specifically for home improvement businesses. Pipeline stages, automated follow-ups, review velocity, dispatch integration, and the reporting that ties every marketing dollar to a booked job. Built right the first time.
- AVG. CRM SETUP TIME4 wksFull launch
- LEAD-TO-BOOK CONVERSION+47%After setup
- AVG. PIPELINE VELOCITY+62%After 90 days
- TIME SAVED / WEEK18hrsOn admin tasks
Four leaks. Every one fixable.
Most home improvement businesses lose money on crm setup for the same four reasons. We've seen this pattern across 40+ clients. Here's what we typically find — and fix.
- LEAK NO. 01
Your CRM is a glorified spreadsheet.
Most home improvement businesses use their CRM as a contact list. No pipeline stages, no automation, no reporting. We architect the CRM around your sales process — quote requests, estimates, closed-won, follow-up, lost — so every lead has a clear next action.
- LEAK NO. 02
You can't tell what's working.
Without proper attribution, you don't know which Google Ads campaign, which SEO page, or which referral source produced your best-paying customers. We set up the tracking and reporting that ties every booked job back to the original lead source.
- LEAK NO. 03
Leads die in the pipeline.
Quote sent → no follow-up → lead lost to a competitor. We build automated follow-up sequences for every pipeline stage — 24h after quote, 3 days, 7 days, 14 days — so no lead falls through unless it actively says no.
- LEAK NO. 04
Your team duplicates work across tools.
Lead in the CRM. Appointment in Google Calendar. Job in dispatch software. Invoice in QuickBooks. We integrate the stack so data flows automatically and nobody types the same thing into three different systems.
CRM Setup, documented and shipped.
Not vague promises. Six specific deliverables, each with a defined scope and timeline. You know exactly what you're getting and exactly when.
- 01
CRM platform selection
We help you pick the right CRM for your business — ServiceTitan, Housecall Pro, Jobber, HubSpot, GoHighLevel, or others. Decision based on your team size, ticket size, and tech stack.
- 02
Pipeline architecture
Custom pipeline stages built around your actual sales process — lead, qualified, quoted, negotiating, booked, completed, follow-up. Each stage has automated actions and clear next-step requirements.
- 03
Automated follow-up sequences
Multi-touch follow-up automations for every pipeline stage. Quote sent? Auto-followup at 24h, 3 days, 7 days. Job completed? Review request at 48h. Lost lead? Re-engagement campaign at 30 and 90 days.
- 04
Tag system + lead scoring
Tags for service type, lead source, urgency, repeat customer status, and seasonal cohort. Lead scoring formula that prioritizes high-value opportunities for your sales team.
- 05
Custom reporting + dashboards
Dashboards built around the metrics that matter — cost per booked job by source, pipeline velocity, conversion rate by stage, lifetime customer value, and revenue attribution. Updated in real time.
- 06
Team training + documentation
Full team training on the new CRM workflow. Documented SOPs for every common task. Loom video walkthroughs your team can reference. Ongoing support during the first 90 days.
From audit to live system.
- NO. 01Week 1
Audit
Review your existing tools, workflows, sales process, and reporting needs. Identify the right CRM and document the migration plan.
- NO. 02Weeks 2-3
Build
CRM setup, custom fields, pipeline stages, tag system, lead scoring, dashboard architecture, and integration with your other tools (website, calendar, dispatch, accounting).
- NO. 03Week 3-4
Migrate
Data migration from old systems, cleanup of duplicates, mapping of fields, and verification that everything flows correctly. Tested before any team member touches it.
- NO. 04Week 4+
Train + launch
Team training, documented SOPs, video walkthroughs, and 30 days of post-launch support. Ongoing tuning available as your business evolves.
“Before [builtbyblasco marketing], our "CRM" was a Google Sheet and our owner's memory. Now we know our actual conversion rate, cost per booked job by source, and which techs close the most premium installs. It's the difference between guessing and running a business.”
- It depends on your business. ServiceTitan and Housecall Pro are great for trade-specific workflows (HVAC, plumbing, electrical). Jobber is solid for smaller home improvement businesses. HubSpot or Pipedrive work for businesses that need flexibility. GoHighLevel is popular for agencies and businesses doing heavy marketing automation. We help you pick based on your specific situation.
- Setup typically runs $3,500 to $12,000 depending on complexity — number of integrations, data migration scope, team size, and customization needs. The CRM platform itself costs $50 to $400/month per user depending on which one you choose. Most clients see ROI within 90 days through recovered leads alone.
- Yes. We handle migration from any common source — old CRMs, Google Sheets, paper records, QuickBooks contacts, Mailchimp lists. Includes deduplication, field mapping, and data verification. Most migrations complete in 3-7 days.
- That's the whole game. We design the CRM around how your team already works, not how the software vendor thinks you should work. Plus we train your team, document SOPs, and provide 30 days of post-launch support. Adoption rates after our setups average 85%+ — vs. industry standard of ~40% for self-implemented CRMs.
- CRMs evolve with your business. We offer ongoing tuning — adding new pipeline stages, integrating new tools, refining automations — either as a monthly retainer or as individual project scopes. Most clients need light ongoing support for the first 6 months, then minimal touch after that.
- Both. Setup is a one-time engagement. Ongoing management is available as a retainer — includes data hygiene, automation tuning, new feature rollouts, and team support. About half our clients keep us on retainer post-launch, half manage it internally with our documentation.
Say the number. Show the receipt.
Twenty minutes. We pull your current numbers, service areas and margins, then tell you which two channels are worth funding. No slide deck.