1. Design That Good
  2. Scottsdale, AZ
  3. CRM and sales systems

CRM and sales systems

CRM systems in Scottsdale.

Buyers of big-ticket services in Scottsdale ask more than one business for a quote. The one that answers first, and follows up best, usually wins. We clean up your list, set up a CRM your team will use, and let AI agents send the first reply, the reminder and the follow-up on time.

What it costs, in plain numbers ↓
SweetLeaf · the list
70K+CRM contacts, up from 45K
  1. The list cleaned and merged
  2. The CRM rebuilt around how you sell
  3. Every lead routed in seconds
  4. Email and text follow-up set up
  5. Scripts and SOPs for the team
  6. A weekly sales scoreboard
SweetLeaf, 2021 to 2022.
70K+CRM contacts at SweetLeaf, up from 45K
60Kcustomers in the rebuilt Raghouse CRM
$75Krecord online weekend at SweetLeaf
28stores on one set of scripts and SOPs at Cash Time

In Scottsdale

First to answer usually wins.

When a Scottsdale homeowner asks three remodelers for a quote, or a visitor messages two med spas on the same night, the first business to reply usually gets the booking. Leads that wait in an inbox overnight go to the competitor who answered.

We sit with your team first, watch how a lead moves today, then rebuild around it: intake, routing, reminders, scripts and a weekly scoreboard for each person.

  1. Intake. Calls and forms land in one place, tagged.
  2. Follow-up. First replies and reminders sent on time by agents.
  3. Scoreboard. Reply time and sales by person, every week.

What you get

Follow-up that runs without anyone chasing it.

A clean list

Duplicates merged and dead contacts flagged, so every customer sits in one place.

The CRM, rebuilt

Set up around how you actually sell, not how the software demo looked.

Leads routed in seconds

Forms and calls sent to the right person right away. AI agents can do the sorting.

Email and text follow-up

Welcome and win-back messages that run on their own.

Scripts and SOPs

What to say and what to do, per seat, so every rep sells the same way.

A sales scoreboard

Leads and sales by person, read every week.

Case study · SweetLeaf and Raghouse

45K contacts became 70K+.

  1. SweetLeaf. CRM contacts from 45K to 70K+.
  2. Sales. A $75K record online weekend.
  3. Raghouse. 60K customers in the rebuilt CRM.
  4. Cash Time. Scripts and SOPs per seat across 28 stores.

The numbers

Before

Pricing

Start with one agent. From $400 a month.

$400
a month for a browser agent
  • Lead intake and CRM cleanup are a Starter browser agent: $400 a month or a $2,500 one-time build.
  • Bigger rebuilds are quoted after a free 20 minute call.
  • You own everything we build. It runs on your accounts.

Free, right here, about 10 seconds

Run your site through the machine.

Type your website. Our scanner reads the page the way Google does and scores it out of 100. No email needed for the score.

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    The portfolio

    Four machines. Four scoreboards.

    Each machine is a stack: the number, the website, the artifact, then what broke and how it got fixed.

    Loading the work

    Where we work

    Scottsdale and the northeast Valley.In person, Thursday to Sunday.

    Robby is a player-coach. He works in Phoenix and across the Valley Thursday to Sunday and in Los Angeles Sunday to Wednesday, works weekends, and makes sure every client gets face time. Scottsdale is a short drive from Phoenix, so the first meeting can be at your place.

    SunPHX/LA
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    We start with your sales team in Scottsdale, watching how leads move today, then rebuild the system around it.

    Scottsdale and the northeast Valley

    PhoenixParadise ValleyScottsdaleFountain HillsTempeMesaGilbertChandler

    In person across the northeast Valley: Scottsdale, Paradise Valley, Fountain Hills, Phoenix and Tempe, plus Mesa, Gilbert and Chandler.

    Next door July 1, 2024 estimates

    • Phoenix1,697,696 people
    • Tempe193,336 people
    • Fountain Hills24,163 people
    • Paradise Valley12,781 people

    Many Scottsdale businesses sell across these towns too, so we plan for where your customers actually come from.

    249,935people in Scottsdale, the Arizona state estimate for July 1, 2024
    4days a week Robby works in the Valley, Thursday to Sunday, so meetings happen in person.
    480our area code. Call (480) 800-0921 and a person in the Valley answers.

    Straight answers

    Questions owners ask us first.

    Which CRM should a Scottsdale business use?

    The one your team will actually open every day. We work with the popular ones and pick by your sales process, not by a feature list.

    Can AI answer our new leads?

    Yes. An agent can reply in seconds, in your voice, ask the first questions and book the call, with a person stepping in for anything sensitive.

    Our leads come in at night and on weekends. What happens then?

    That is where agents help most. They answer and book around the clock, so the lead is warm when your team walks in.

    Our contacts live in phones and spreadsheets. Can you fix that?

    Yes. We merge and clean them into one tagged list. At SweetLeaf the CRM grew from 45K to more than 70K contacts.

    What does it cost?

    Lead intake and CRM cleanup start as a browser agent: $400 a month or a $2,500 one-time build. Bigger rebuilds are quoted after a free 20 minute call.