Too many tools? Too much chaos?
Cut the clutter. Replace your tech with one system that brings together automation, CRM, pipelines, emails, and more.
Your budget + conversion metrics will thank you.
Next 2 Spots get FREE Setup (a $347 value waived!)
Built for coaches, consultants, and B2B service pros who want a simple, scalable system so they can step into the role of CEO / Founder and out of the role of Chief Everything Officer.
We’ll migrate your contacts
Build your funnels & automations
Launch your new CRM system—fast
Get Started Now – Free Setup Offer Ends Soon
Limited space available for Free Smart Start Setups. This offer ends as soon as we reach capacity!
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Turn Your Website & Social Media Into a Lead Magnet
Built for coaches, consultants, and B2B service pros who want a smart system to generate qualified leads—without duct-taping tech together.
Capture more leads from your website and social media
Unlock untapped lead sources with one centralized system
Turn Your Website & Social Media Into a Lead Magnet
Built for coaches, consultants, and B2B service pros who want a smart system to generate qualified leads—without duct-taping tech together.
Capture more leads from your website and social media
Unlock untapped lead sources with one centralized system
Track Every Lead & Dollar in Your Pipeline
See exactly where every lead stands—and how close they are to becoming a client. Your built-in dashboard gives instant clarity on what’s working and what needs attention.
Visual pipelines to manage leads, deals, and follow-ups
Dashboard with revenue forecasting & conversion metrics
Automate Sales & Nurture Sequences With Ease
Follow up with leads and stay top of mind—without writing every email from scratch.
Prebuilt nurture emails & campaigns
Convert leads with email + SMS automations
Automate Sales & Nurture Sequences With Ease
Follow up with leads and stay top of mind—without writing every email from scratch.
Prebuilt nurture emails & campaigns
Convert leads with email + SMS automations
Keep Every Conversation (and Lead) In One Place
Ditch scattered inboxes. Your texts, emails, web chats, and social DMs all flow into a single feed—so you never lose a lead again.
Text back missed calls instantly
Manage all client convos from your phone or laptop
Build a Powerful Online Presence (Without the Busywork)
Easily ask for testimonials, reply to reviews, and manage your rep—all from one dashboard.
Automate review requests after key touchpoints
Reply to Google & Facebook reviews from anywhere
Build a Powerful Online Presence (Without the Busywork)
Easily ask for testimonials, reply to reviews, and manage your rep—all from one dashboard.
Automate review requests after key touchpoints
Reply to Google & Facebook reviews from anywhere
All The Features You Need In One Place
Tired of juggling different tools that barely talk to each other?
Simplify your stack. One platform to manage leads, automate follow-ups, close more deals, and track what’s working—without duct tape.
Drag-And-Drop Email Builder
Send beautiful newsletters and nurture sequences
Facebook & Google Reviews
Generate, read, and reply to Google & Facebook reviews
Smart Webchat Widget
Enable website visitors to easily initiate a conversation
Appointment scheduling
Let leads book calls directly into your calendar
Lead Capture Funnels
Build custom lead capture funnels or embed smart forms on your site
Unified Inbox
Centralize all your conversations with prospects and clients.
2-Way Text & Email
Send email and text-messages to missed calls and nurture leads
Conversion Dashboards
Track leads, sales pipeline, and campaign ROI in one sleek dashboard
Automated Workflows
Send follow-up emails, assign leads, trigger reminders, and more
Text Snippets
Automatic replies to frequently asked questions
Book a Free Clarity Call
Not sure if this if for you? Set up a 30-minute intro chat to discuss your business goals and needs to see if our Smart Marketing System is the right fit for you.
Consolidate the Cost Of Multiple Tools
By Switching Your CRM To Us
Run your B2B business smarter with one system built to convert leads, streamline sales, and scale your results—all in one place.
Get Started in 3 Simple Steps
Sign Up
Sign up for the all-in-one system Essential Plan
Smart Start Setup Form
Complete short questionnaire to personalize your system
Book Onboarding Call
Book your 60-Minute Onboarding Call
Essential Plan
Limited space available for Free Smart Start Setups. Normally $347 – waived as soon as we reach capacity!
Convert More Leads
Done-for-You Email & Funnels
Meeting Booking Tools
Track Leads with Pipelines
1 Unified Inbox for Convos
Automations That Nurture
Fast Setup & Onboarding
Just $127 / Month!
Select Annual Option for 15% Off!
Only $108/Month
Add'l Phone, SMS & Email Rates May Apply
Save Big With The All-In-One System To SkyRocket Your Business!
Ready for more leads, more conversions, more reviews, and more repeat buyers?
Get Started Today!
Complete the form below to signup. After purchase, you'll be taken to the Onboarding Calendar to book your onboarding 👍
What’s Included in Your Smart Marketing System Setup?
When you sign up, you’ll get access to the Smart Marketing System platform—plus setup help to get you started. For a limited time, we’re waiving our $347 Smart Start Setup Fee—just until we reach capacity.
What Your Included Setup Covers:
✅ Fast Setup
Your account fully activated and ready to use in 48 business hours
✅ Contact List Migration
We handle migration of your contact list
✅ Calendars Configured
3 calendars setup with email notification templates installed
✅ Inbound Lead Automation
Access to core prebuilt automation workflows and email campaigns
✅ Custom Email Templates
2 custom email templates to use for automations or your newsletter
✅ 3 Pipelines Configured
Manage your networking, optins, and prospecting activities
✅ 1 Custom Funnel
For your lead magnet or service offering
✅ 1 Review Request System
Automated follow-ups for 5-star reviews
✅ All-in-One Dashboard
Custom dashboard unique to your business
✅ 1 60-min Onboarding Call
We walk you through how to use your system
Essential Plan Included Features:
✅ 1 Unified Inbox
1 inbox to manage convos across email, DMs, GBP, and chat
✅ 1 Chat Widget
Get a live chat widget for your website
✅ Email Sending Provider + Unlimited Contacts
Unlimited contacts, Email sending setup + 10k emails/mo
✅ Stripe Payment System
Collect payment for services by integrating with Stripe
✅ Build Out Landing Pages, Forms + More
Make landing pages, website, calendars, forms, surveys + quizzes
✅ Marketing Automations
Create email nurture sequences, newsletters + systems workflows
✅ Social Media Scheduler Tool
Social media platform sync and scheduler tool with analytics reports
✅ Saved Text Snippets
Work through conversations faster
✅ Mobile App
Access convos, your dashboard + more from your phone
✅ Tracking and analytics reporting
All-in-one dashboard and reporting tools
Essential Plan Optional Add-ons:
• Over 10k Emails per month ($0.000675/email over 10k)
• Phone Number
(Starts at $1.15/mo). Usage charges: Calls out: $0.014/min and Calls in: $0.0085/min)
• 2-Way SMS Text Messaging ($0.0083/segment)
• Missed-call Text Back
• Text-2-Pay Links
• Premium Workflow Automations ($0.02/execution)
• AI Chat Widget trained on your service offerings ($0.02/message)
• Directory Listing Management ($25/mo)
• Domain Purchase (starts at $10.50/mo)
• Communities, Courses and Products
(no usage charges, but we can help you with setup for a flat fee)
WAIT!!! need a more complex or customized setup?
Check Out Our Custom Setup
If you need help with a more complex or customized setup—such as lead magnet funnels, multiple nurture sequences, or tailored automations specific to your business—you’ll need our full setup experience.
(727) 332-0155