Retainer / CRM & Automations

Every lead, followed up.

A lead pipeline, SMS booking confirmations, tax-deadline and filing reminders, and automatic review requests β€” the system that makes sure no enquiry slips through and every client comes back. Set it up once; it works while you're heads-down in busy season.

Price
see below
Billing
Per month
Commitment
Month-to-month
Tiers
Single
$99/month
Prices in USD
01What's included

Everything in the package β€” nothing on the side.

  • 01Premium hosting + global CDN
  • 02Daily backups with 30-day retention
  • 03Security patches and SSL renewal
  • 04Uptime monitoring + instant outage alerts
  • 05Small content edits each month (30 min Standard / 90 min Priority) β€” fees, hours, services
  • 06Seasonal updates (tax-season hours, year-end deadlines, quarterly campaigns)
  • 07Quarterly performance + accessibility health check
  • 08Same-day response on Priority tier
02How it works
Step 01

One pipeline for every lead

Calls, form fills, chatbot conversations, and ad enquiries all land in a single board: new β†’ quoted β†’ engaged β†’ completed. Nothing gets lost on a busy day in busy season.

Step 02

Confirmations + reminders on autopilot

Booking confirmations go out by SMS the moment a consultation is booked. Tax-deadline and filing-due reminders fire automatically so clients come back to you instead of the firm that texted them first.

Step 03

Reviews + repeat work, automatically

After every engagement, an automatic review request goes to happy clients, and proposal follow-ups chase the work you haven't closed yet. Set the tone once; it runs in the background.

EXExamples

What it looks like in your inbox.

Concrete examples of the deliverables you'll receive β€” styled to match the real output.

Monthly report
+38%
Traffic
+12
Keywords
4.6β˜…
Avg rating

Lead pipeline

Every enquiry from calls, forms, chat, and ads in one board: new β†’ proposed β†’ booked β†’ engaged. Nothing forgotten during busy season.

Outbound Β· personalised
Re: your team's hiring spree
Jane β†’ jordan@acmeco.com

Hey Jordan β€” noticed Acme posted 3 ops roles last week. We help fast-growing teams cut onboarding from 6 weeks to 2…

Reply rate Β· 18%

Automated reminders + review requests

Booking confirmation, tax-deadline nudge, and a review request after the engagement β€” timed automatically, in your tone.

AutoSMS + email
What you're probably thinking

The doubts in your head, answered honestly.

Nothing here is marketing fluff β€” every claim is in our Terms.
07Frequently asked

The questions we always get.

Service contract
Firm Care Plan β€” supplemental terms
Read the terms
Ready when you are

Get your firm found.
Then grow it.

Pick a package, hit checkout, or book a 15-minute call if you'd rather have a human walk you through the scope. Either way, we'll be writing copy by next week.