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Stage 02 · Build
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SMART Systems Build™

Custom implementation

A connected CRM system, built around the one or two processes that actually move your revenue — so nothing runs on manual chasing again.

$6,500–$15,000 scoped after Blueprint 6–12 weeks · 50% to begin, balance before launch
Get a Build Quote See full scope
What's included

Everything covered in the Build

A fully wired CRM system, scoped from your Blueprint — not a template with your logo dropped in.

1

Pipeline architecture

CRM pipeline design and ownership rules so every lead has a clear stage and a clear owner.

2

Forms, surveys & intake

The intake assets your journey actually needs, built to feed the pipeline instead of sitting outside it.

3

Automations & follow-up

Sequences and a booking calendar that keep leads moving without anyone manually chasing them.

4

One AI component

A practical AI element built into the workflow itself — not a demo bolted on the side.

5

Dashboard & reporting

A reporting view so you can see how the system is performing without digging through the CRM.

6

Testing, training & SOPs

A stabilization period plus documentation, so the system keeps running once we step back.

How it runs

From scoped plan to live system in 6–12 weeks

Week 0

Scope & agreement

Price and scope are set from your Blueprint findings, then locked in a signed agreement — never quoted blind.

Week 1–2

Architecture

Pipeline structure, ownership rules, and intake assets get mapped before a single automation is built.

Week 3–8

Build & connect

Automations, follow-up sequences, the AI component, and the dashboard get built and wired together.

Week 9–12

Test, train, stabilize

Testing, team training, SOPs, and a stabilization window before we call it launched.

Is this for you

Built for owners at a specific point

Good fit if

  • You've completed a SMART Growth Blueprint
  • You have a proven offer that's ready to scale
  • Your lead or client journey still runs on manual chasing
  • You're ready to commit to a 6–12 week build

Not yet, if

  • You haven't completed a Blueprint session yet
  • Your offer is still changing shape
  • You're looking for a quick, one-off fix
Next step

Ready to put your system on rails?

$6,500–$15,000 · scoped after Blueprint

Closed Won only happens on a signed agreement and first payment — never a verbal yes.

Get a Build Quote
SMART Systems BuildA connected CRM system, built around the one or two processes that actually move your revenue — so nothing runs on manual chasing again.
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SMART Systems Build
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$6500.00
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SMART Systems Build1$ 6500.00
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