You Didn't Start a Business to Become a Systems Technician

You have the clients. You have the offer. But behind the scenes, your backend is barely holding together. One tool for email. Another for landing pages. Stripe for payments. Calendly for scheduling. Google Docs for delivery. A spreadsheet trying to hold it all in one place.

You spend more time toggling between tabs than tracking results. Leads slip through the cracks. Clients miss onboarding emails. Payment reminders go unsent. Nothing is broken enough to stop you, but nothing feels strong enough to scale.

And every time you think about cleaning it up, the question hits:

"Where do I even start?"

This isn’t about learning new tech. It’s about not having the right system to begin with.

You don’t need another tool.

You need one system built for your business, with everything connected and working.

One login. One dashboard. One operational brain that gives you clarity, control, and confidence.

You Didn't Start Your Business to Live on Your Phone, Chase Leads, or Wonder Who You Forgot to Follow Up With

But somehow your days now look like this:

  • Leads come in....and some get missed

  • Calls go unanswered when you're on a job

  • Follow-ups depend on memory, sticky notes, or "I'll get to it later".

  • Appointments get booked, rescheduled, or no-showed without a clear process

  • Payments, messages, reviews, and customer info are spread across different places

  • You're using multiple platforms - but none of them work together

You're busy working in the business, yet constantly worried something is slipping through the cracks. And the frustrating part?

You're not doing anything wrong. You're doing the best you can with the systems you have.

Still, it feels like:

  • You're constantly in reactive instead of proactive mode

  • You don't have clear visibility into what's working and what isn't

  • You spend more time managing tools than serving customers

You didn't build your business to feel scattered, stressed, or unsure.

You built it to serve your clients, scale with confidence, and stay in control -without depending on you.

ConfiScale as Your Solution

We Assess Your Operations

Start with a short assessment so we understand how your leads, follow-up, scheduling, and systems are working today—and where things are breaking down.
This ensures you’re placed into the right tier before anything is built.

Outcome: Clarity on what needs to be fixed, automated, or stabilized.

We Build Your System for You

We implement your ConfiScale system based on your tier—no DIY, no templates dumped on you.


Your CRM, pipelines, automations, calendars, forms, and visibility tools are built, connected, and tested.

Outcome: One reliable system that replaces scattered tools and manual follow-up.

We Connect the Critical Workflows

Your system is configured to:

  • Capture every lead (calls, forms, missed calls)

  • Follow up automatically via SMS and email

  • Book and confirm appointments

  • Track lead status, outcomes, and performance

  • Collect payments where applicable

Outcome: Nothing slips through the cracks - even when you're on the a job.

You Operate From One Backend

You log into one system to see:

  • New leads and booked jobs

  • Follow up activity and responses

  • Appointment status and no shows

  • What's working and what's not

No chasing. No guesswork. No duct-taped tools.

Outcome: Operational control, time savings, and confidence your business is being handled properly.

Choose the Level of Support Your Business Needs Right Now.

Every ConfiScale tier delivers the same core operational system. What changes is how much complexity we handle for you.

All Tier Platform Access for $97/month:

CRM & Lead Management, Automations, SMS & Email Messaging, Funnels, Forms, Calendars, Reports, System Hosting, etc.

Features

ConfiStart

ConfiPro

ConfiElite

Designed for

Solo owners or small teams losing leads due to inconsistent follow-up

Growing teams needing consistent execution without micromangement

Complex operations where missed handoffs, errors, or delays create real financial risk

Primary Objectives

Ensure every lead is captured, followed up, and booked

Remove operational chaos and maintain control as the team grows

Create a single source of truth across teams, systems, and decisions

Core Systems Implemented

Lead capture, booking, follow-up, payment collection, and reviews

Multi-step automations, reputation management, branded client-facing assets, reporting

Custom system architecture, advanced dashboards, cross-team coordination, integrations

CRM & Pipelines

Single lead-to-booking pipeline

Standardized pipelines across staff

Enforced pipelines across teams or locations

Automation Scope

Core SMS and email follow-up workflows

Multi-step workflows and automated reputation management

Advanced automation, routing, and system intelligence

Visibility & Reporting

Basic lead status visibility

Operational dashboards and reporting

Leadership-level dashboards and trusted system truth

Implementation Model

Done-for-you Implementation

Done-for-you Implementation

Done-for-you Implementation

One Time Set Up

Core system build to stabilize lead handling, booking, and follow-up

  • (1) Lead capture and booking pipeline

  • Core SMS & email automations

  • (1) Appointment scheduling, confirmations, and reminders

  • Basic dashboards and visibility

  • Single service workflow

One Time Set up - $897

Everything in ConfiStart + expanded to support team workflows & scale

  • Up to 3 Funnels

  • Multi-stage pipelines, workflows, and tracking

  • Advanced automation: Follow-up sequences, missed-call text-back, review request automation

  • Team visibility and role-based workflows

  • Enhanced dashboards and reporting

  • Multiple services or offers supported

One Time Set up - $1,497

Custom Implementation

  • Cross-team or multi-location

  • Advanced routing and system intelligence

  • Leadership-level reporting and controls

  • Custom workflows and operational controls

Pricing Scoped after Consultation

Choose the Level of Support Your Business Needs Right Now.

Every ConfiScale tier delivers the same core operational system—what changes is how much complexity we handle for you.

All Tier

Platform Access

Full ConfiScale access: CRM & lead management, automations, SMS & email messaging, Funnels, Forms, Calendars, Reports, system hosting, etc.

ConfiStart

$97/month + Setup fee

Designed For

Solo owners or small teams losing leads due to inconsistent follow-up

Primary Objective

Ensure every lead is captured, followed up, and booked

One-Time Set Up & Fee

Core system build to stabilize lead handling, booking, and follow-up
• (1) Lead capture + booking pipeline
• Core SMS & email automations
• (1) Appointment scheduling, confirmations, and reminders
• Basic dashboard + visibility
• Single service workflow

$897

ConfiPro

$97/month + Setup fee

Designed For

Growing teams needing consistent execution without micromanagement

Primary Objective

Remove operational chaos and regain control as the team grows

One-Time Set Up & Fee

Everything in Confistart Plus expanded to support team workflows & scale:

• Up to 3 funnels

• Multi-stage pipelines, workflows, and tracking
• Advanced automation: Follow-up sequence, Missed call text-back, review request automation
• Team visibility and role-based workflows
• Enhanced dashboards and reporting
• Multiple services or offers supported

$1,497

ConfiElite

Based on custom build

Designed For

Complex operations where missed handoffs, errors, or delays create real financial risk

Primary Objective

Create a single source of truth across teams, systems, and decisions

One-Time Set Up & Fee

Custom Implementation

• Cross-team or multi-location orchestration
• Advanced routing and system intelligence
• Leadership-level reporting and controls
• Custom workflows and enforcement logic

Pricing Scoped after Consultation

ConfiStart

Stabilize Your Operations With Systems Built for Reliability

ConfiStart is designed to stop the bleeding in your business operations.

It gives you a dependable system for handling leads, follow-up, and bookings—so nothing gets missed, delayed, or forgotten when you’re busy running jobs.

This is not about scaling yet.
It’s about making sure your business runs consistently.

ConfiStart Is a Fit If:

  • Leads are coming in, but follow-up is inconsistent or delayed

  • Calls, forms, and messages aren’t handled reliably when you’re on a job

  • Booking confirmations, reminders, or no-show prevention are manual or scattered

  • Admin work feels reactive instead of controlled

  • You want one system that just works, without constant tweaking

What ConfiStart Gives You:

A fully implemented core system that ensures:

  • Every lead is captured and tracked

  • Follow-up happens automatically

  • Appointments are booked, confirmed, and managed reliably

  • You can see what’s happening without chasing information

  • No duct-taped tools

  • No manual chasing

  • No guessing was slipped through the cracks

Investment

One-time System setup and implementation:

$897

Ongoing Platform Access:

$97 per month

Platform access begins after implementation

How your operations finally run without you chasing everything

CRM & Lead Pipelines

Every lead tracked. Every step visible. Nothing forgotten.

  • One centralized inbox for calls, forms, and messages

  • Single lead-to-booking pipeline with clear status stages

  • Full visibility into where every lead stands—at all times

Follow-Up & Automation

Leads are followed up automatically—without relying on memory.

  • Instant new-lead response via SMS and email

  • Automated follow-up sequences until the lead books or responds

  • No-show and reschedule follow-up handled automatically

  • Long-term nurturing for leads not ready yet

Scheduling & Booking Systems

Appointments confirm themselves and no-shows drop.

  • Integrated booking calendars tied directly to your pipeline

  • Automatic confirmations, reminders, and reschedule handling

  • Real-time calendar visibility for you or your team

Missed-Call & Lead Capture

Missed calls stop costing you revenue.

  • Missed-call text-back so leads hear from you instantly

  • Connected web forms routed directly into your CRM

  • Automated first response even when you’re on a job

Reputation & Review Requests

Reviews happen consistently—without awkward asking.

  • Automated post-job review requests

  • SMS and email prompts triggered at the right time

  • Centralized review tracking to protect and grow your reputation

Reporting & Visibility Dashboards

You know what’s happening without guessing.

  • Clear visibility into lead volume and lead status

  • Calls booked vs missed

  • Booking outcomes and operational performance at a glance

Branded System Environment

One clean, professional system—built for daily use.

  • Fully branded ConfiScale environment (logo, colors, domain)

  • Unified interface for operations, communication, and tracking

  • No jumping between disconnected tools

Done-For-You Implementation

Built for you. Tested for you. Ready to run.

  • Complete system setup handled by our team

  • Workflows configured, tested, and validated

  • Go-live readiness handoff

  • No DIY setup or system building required

Everything your service business needs to run on one connected operational system.

Need Help Choosing the Right Path?

Clarify the right tier before implementation

Let’s build your backend right the first time.

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