The unified data layer your growing service firm needs to stop guessing. We build the CRM, wire up multi-touch attribution, and stand up the dashboards that tie every lead source to closed revenue, so leadership can defend every dollar of marketing spend.
Leads land in HubSpot or Salesforce with no source tag, no campaign, no UTM, and no path back to the channel that generated them
Phone calls (often the highest-intent channel for service firms) sit completely outside the CRM and never tie to closed revenue
Google Analytics, Google Ads, Meta, and your CRM each report a different number for the same campaign and nobody knows which is right
Sales reps work leads in inboxes and spreadsheets instead of the CRM, so your pipeline data is fiction
Reporting takes a junior person three days a month to assemble and is already stale by the time it hits the leadership meeting
A unified RevOps stack that ties every channel, every lead, and every dollar of pipeline to a number you can defend.
Full deployment or rescue of HubSpot, Salesforce, GoHighLevel, Pipedrive, ActiveCampaign, or Zoho. Custom pipelines, properties, deal stages, lead scoring, and automation tuned to your sales motion.
First-touch, last-touch, and position-based attribution wired across paid, organic, referral, email, and direct. Every lead arrives in the CRM tagged with the channel and campaign that produced it.
CallRail, WhatConverts, or HubSpot call tracking deployed across paid, GBP, and organic so phone-driven revenue (often the majority for service firms) finally shows up in attribution.
Looker Studio, HubSpot, or Salesforce dashboards covering CAC, LTV, payback period, channel ROI, sales velocity, and forecast. Leadership reads the same numbers every week.
Automated round-robin, geography-based, or service-line-based routing. Speed-to-lead SLAs are enforced with alerts so high-intent leads never sit cold.
Closed-won revenue is fed back into Google Ads and Meta so the platforms optimize toward actual customers, not just form fills. This alone often cuts CAC 25 to 40 percent.
We audit your current CRM, ad platforms, call tracking, and offline data sources. Output is a written architecture diagram showing every system, every integration, and every data gap.
We deploy or rebuild the CRM, wire UTMs across every channel, install call tracking, import historical data, and stand up the attribution model. Done in 30 to 90 days.
Executive and operator dashboards launch in Looker Studio, HubSpot, or Salesforce. Sales and marketing teams are trained on the new operating system in live working sessions.
Monthly RevOps reviews cover dashboard health, attribution accuracy, lead routing performance, and new channels coming online. The model adapts as your business adapts.
We deploy RevOps stacks for service firms across Greensboro, Winston-Salem, High Point, Burlington, and the broader Piedmont Triad. Pair this with our AI Growth Automation for sub-60-second lead response, our Lifecycle Engine for nurture sequences, or our Paid Ads service to feed conversion data back into Google and Meta.
Investment & Next Steps
RevOps, CRM & Attribution
Unified CRM, multi-touch attribution, and pipeline dashboards for growing Triad service firms that need to defend every marketing dollar.