Automation & CRM

Marketing automation and CRM: follow up every lead and measure what works

Most small businesses don't need more leads first. They need to stop losing the ones they get, then measure where the good ones come from.

In short

Our AI automation agency services cover CRM & Marketing Automation (US$149 (CA$199)/month), Lead Generation Automation (US$199 (CA$249)/month) and Marketing Analytics (US$99 (CA$129)/month).

CRM & Marketing Automation

Follow up every lead in seconds

Missed-call text-back, instant replies, follow-up sequences, reminders and review requests.

  • CRM and pipeline set up
  • Replies within seconds
  • Reminders cut no-shows
  • Review requests after every job

From US$149/mo · See what's included

New leadText in 30 secBookedReview askReminderReportRuns automatically
Lead Generation Automation

Create new leads on autopilot

A focused offer or quiz, a tested landing page and follow-up that starts in minutes.

  • Lead magnet, quiz or offer
  • Landing page built and tested
  • Lead scoring and routing
  • Follow-up within minutes

From US$199/mo · See what's included

A lead generation funnel

Ad or post

Offer or quiz

Landing page

Built and tested

Lead captured

Scored and routed

Follow-up

Within minutes

Booked

Measured end to end

Marketing Analytics

Know what actually brings customers

Track every call, form and booking back to the channel that produced it, including AI assistants.

  • Google Analytics 4 set up properly
  • Call and form tracking
  • AI assistant referral tracking
  • One-page dashboard

From US$99/mo · See what's included

Where your leads came from
Google Maps34%
Google search26%
Referrals18%
Meta ads14%
AI assistants8%

Example dashboard with sample data.

Automation & CRM pricing

Pick one service or combine them. Prices shown in US dollars (USD).

Lead Generation Automation

Quiz and offer funnels that capture and qualify leads

US$199
/month
+ US$299 one-time setup
What's included
  • Lead magnet, quiz or offer funnel
  • Landing page built and tested
  • Automatic follow-up within minutes
  • Lead scoring and routing to the right person
  • Monthly conversion report
Book a callHow it works

Marketing Analytics

Know which channel brings the calls and sales

US$99
/month
+ US$299 one-time setup
What's included
  • Google Analytics 4 and tag setup
  • Call, form and booking tracking
  • AI assistant referral tracking
  • One-page dashboard
  • Monthly insights summary
Book a callHow it works

Founding client offer. setup fee waived and your monthly price locked for 12 months. Open to the first 3 clients per service.

Month to month, cancel with 30 days' notice. Setup fees cover onboarding and are non-refundable once work starts. Ad spend is paid directly to Google, Meta, LinkedIn or Amazon.

All plans are billed in Canadian dollars (CAD). USD prices are shown for reference; your card issuer converts at its own rate. Prices plus applicable taxes.

Questions, answered

Still curious? Book a free call or send a message.

What's the difference between CRM automation and lead generation automation?

CRM & Marketing Automation follows up and nurtures the leads you already get. Lead Generation Automation creates new leads with quiz, offer and landing-page funnels, then hands them to your follow-up.

What does Marketing Analytics measure?

Which channel produced each call, form and booking: Google, Maps, ads, social or AI assistants, in one simple dashboard.

Do I need all three?

No. Most service businesses start with CRM & Marketing Automation. Add analytics when you're spending on ads, and lead generation when you want more volume.

Is it compliant?

Every message includes your business name and an opt-out, and runs on consent, designed around CASL in Canada (CRTC) and US carrier rules.

See exactly what you get, then talk to Garry

Every service lists what's included and what it costs. When you're ready, book a free 30-minute call and we'll recommend the smallest plan that will move the needle.

See packagesBook a call