Implementation, not just software
A platform is only as useful as its setup. This service is the hands-on work of getting your Google Business Profile connection, CRM pipeline, and automations configured correctly around how your business actually runs — not a generic default.
What's included
Everything in this service
Google Business Profile connection
Guided OAuth connection to your real, verified listing — including sorting out multi-location or multi-manager access where that applies.
CRM pipeline configuration
Lead stages set up to match your actual sales process (e.g. Enquiry → Site Visit → Quoted → Won), instead of a one-size-fits-all default.
Review & posting automation setup
Review request delays, reply tone, and the post scheduler configured for your business before you go live — not left on defaults.
Team access & handoff
The right team members given access to the right workspace sections, with a walkthrough so the handoff actually sticks.
Why it matters
The difference it makes
Configured for your business, not a template
Default settings work for nobody in particular. This service tailors pipeline stages, automation cadence, and access to how you actually operate.
Avoid the setup mistakes that quietly cost you data
A miswired Google connection or an empty CRM stage silently loses leads for weeks before anyone notices — implementation catches that upfront.
Live faster
Skip the trial-and-error of figuring out the platform alone — go from signup to a fully working setup in one guided session.
How it works
From connected profile to running service
Discovery
A short session to understand your current sales process, team structure, and what "done right" looks like for you.
Configuration
Google connection, CRM stages, and automations set up to match.
Walkthrough
Your team is walked through the finished setup, live.
Check-in
A follow-up check after go-live to catch anything that needs adjusting once real data is flowing.
FAQ
Process Implementation FAQs
Ready to get started with Process Implementation?
Book a free demo and we'll walk you through it — no credit card required.