Lead capture & CRM setup
Bring calls, website forms, and ad inquiries into a CRM or simple shared tracker. See where each lead came from, who owns it, and what happens next. We connect the alerts and first-response reminders so your team can act on new inquiries.
Tell us where inquiries arrive today. We’ll review your request and email you about the next step. Free, with no obligation.
The problem
The interest is already there. It slips out between the call, the form, the follow-up, and the report nobody runs.
A missed call is a missed job. No callback, no text, no second chance. The customer just dials the next name on the list.
A form comes in at 8pm and gets seen at noon the next day. By then they've booked whoever answered first.
You're paying for clicks that turn into leads nobody routes, owns, or calls. The spend is real. The follow-up isn't.
Nobody's sure whose job it is to call back, so the lead waits, or two people call and one quietly drops it.
No record of where a lead came from, who touched it, or whether it booked. You can't fix what you can't see.
The inquiry is in the inbox, but nobody has recorded a reply or the next step. The team has to chase the answer internally.
How the system works
For example, a website request can create a lead record, notify the assigned person, and send an acknowledgment. Your team can then record the conversation and next step.
A customer sends a quote request. Their details and available source information appear in your lead list.
The right person receives an alert based on the service, territory, or team role you agree with us.
The customer gets an acknowledgment. Your team gets a reminder to make contact and record the next step.
See the inquiry source, owner, and status. Where your team records bookings, include those outcomes in reporting.
What we install
We agree which inquiry sources to connect, who receives alerts, and how your team will track the first response.
The system
The visibility
Real work
Our work for TurnPro Aquatics shows why mapping the inquiry process comes first.
Lead path
For TurnPro Aquatics, we mapped ads, its Google profile, and tracking against the path from inquiry to booked work. That review identified lead routing and CRM follow-up as the next phase. It gave the project a specific next step.
View site ↗ (opens in new tab)Working with Square One · Windcraft Multihulls
"Michael and Square One have done an outstanding job for us. He is responsive, creative, detailed, organized, and professional. My favorite part is being able to hand over a task or idea and know it will be handled with very little effort on my part. This is a huge time-saver and provides a level of confidence that is hard to find."
Tommy Clark
President, Windcraft Multihulls
How it works
No rip-and-replace. We map what you have, fix the path, and prove it works.
We walk through your calls, forms, ads, CRM, follow-up, and reporting on a free review.
We map every path a lead can take today and mark exactly where they leak.
We install capture, routing, follow-up, and reporting around how you already work.
We test every lead path before launch, then tune the system for 30 days.
You get a weekly summary and monthly report, source to booked, in plain numbers.
Scope
What the standard system includes
Where this fits
Lead capture handles new inquiries and the first response. Customer follow-up adds estimate reminders, review requests, and past-customer campaigns. SEO and paid advertising help bring in more inquiries once your team is ready to handle them.
Free lead capture review
Request a free review and we'll trace your full lead path. Here's what we look at:
Send a short description of your current process. We’ll email you about the next step.
Yes. A shared Google Sheets tracker can be a useful starting point for a small team. We can organize contact details, service interest, lead source, status, owner, and next follow-up. If your volume or workflow needs more, we help you choose a CRM that fits.
This service focuses on capturing new inquiries and getting the first response handled. Estimate follow-up sequences, review requests, and past-customer campaigns are part of our customer follow-up service. We can connect the two when both are needed.
Not by default. If you already have a CRM or process that works, we build around it. If you don't, we install the simplest pipeline that does the job, not another tool you'll end up fighting.
Usually your phone setup, website and forms, ad accounts, Google Business Profile, and whatever CRM or tools you use today.
No, and you should be careful with anyone who does. We make service commitments instead: we test every included lead path before launch, include the first 30 days of tuning, and keep tuning until the agreed routing, notifications, and reporting are live. We don't control how many people call. We test the agreed capture, routing, and notification paths and make follow-up visible to your team.
We confirm the setup after reviewing your tools, access, and lead sources. We test each agreed path before launch, then include 30 days of tuning. Custom integrations and data cleanup are scoped before work begins.
No. We start by mapping what you already have and keep what works. The goal is one clean lead path, not another system stacked on top of the ones you're already ignoring.
Lead Capture is about catching and following up on the leads you already get. If you also want more demand (ads, Google visibility, landing pages), that's our SEO and paid advertising service, and it works best once the capture path can actually handle the volume.
A weekly lead summary and a monthly report: available inquiry sources, assigned owners, response times, and booking outcomes where your team records them. You stop guessing where the work comes from.
Built for your business
Explore how we help your business get found, capture inquiries, and turn more opportunities into booked work.