What is the Launch & Activation?
"From signup to go-live, we handle the heavy lifting so you can focus on your business."
4-6 Week Setup Process
From signup to go-live, we handle everything
We learn your business & workflow
Custom automations & integrations
Go live with full support
Discovery & Planning
- 1:1 Kickoff Call – deep dive into your sales process
- Customer journey & lead flow mapping
- Identify essential automations & integrations
CRM Build and Customization
- Account setup with your branding
- Sales pipeline tailored to your stages
- Custom fields, tags & contact segmentation
- Lead capture forms & scheduling tools
- Lead KPI reporting dashboard
- A2P and Phone Configuration
Automation Setup
- Launch Pad Automation Development
- Task reminders for your team
- Lead routing rules
- Key notifications so nothing gets missed
Integration Connections
- Email & domain verification
- Phone number setup & testing
- Connect FSM (where applicable)
Training & Support
- 1:1 Walkthrough Sessions (4) – live training on your new CRM
- 1:1 Review Session – after a few weeks of use for fine-tuning
- Recorded trainings for reference
- 24/7 support + weekly office hours
What is the Launch Pad Sales Automation?
We build your foundation so every lead is captured, followed up, and tracked — automatically. From first contact to closed deal, your Launch Pad Automation keeps the process moving without you chasing.
Your Pipeline, Fully Automated
Each stage has its own automation to move the deal forward. See how every lead flows through your system automatically.
Expand each stage below to see the summary automation sequence:
Add'l Workflows Included in Launch Pad
Beyond your core pipeline, these additional automations work behind the scenes to maximize every opportunity and maintain professional communication.
Reputation Management
Automated review requests sent to satisfied clients after job completion, helping you build a stellar online reputation effortlessly.
Custom Missed Call Text Back
Instant professional auto-reply text messages sent whenever calls are missed, ensuring no lead feels ignored.
Appointment Reminders
Automated confirmations and reschedule links sent before appointments, reducing no-shows and keeping your calendar full.
30-Day Re-Engage Workflow
Intelligent follow-up system that checks back with stalled leads after 30 days, giving cold prospects a second chance to convert.
Included in Your Launch Pad
- Sales Pipeline with all core automations referenced above and Existing Client Pipeline with Notifications
- Messaging customized to your trade/industry using proven templates
- FSM integration with core client details (name, address, phone, email)
- Setup for up to 2 sales team members (users)
Available as Add-Ons
- Additional pipelines or advanced branching workflows
- Full custom copywriting from scratch
- Extended FSM field mapping beyond core info
- Sales team larger than 2: $995 per additional team member
