Our services
Build the systems your business needs to work better.
Connect sales, onboarding, and delivery. Improve the software you already use, bring in a new platform where needed, or reduce repetitive work through practical AI and automation.
We agree the scope before work begins. Software selection is available across our services when you need it.
01 / CRM & Sales-to-Delivery Systems
A CRM your team uses—and a clearer handoff when the deal is signed.
For businesses managing leads in scattered inboxes, missing follow-ups, underusing their CRM, or rebuilding client information when delivery begins.
Your project may include
- Review the existing CRM or help select an appropriate platform.
- Configure contacts, companies, pipelines, stages, and relevant fields.
- Organize lead capture and follow-up responsibilities.
- Set up reminders and appropriate AI-assisted drafting.
- Connect signed-client information to onboarding and delivery.
- Create useful pipeline views and reporting.
What you receive
A configured and tested CRM, a clear handoff process, and guidance your team can use.
Your project’s scope is agreed before work begins.
Discuss your CRM and handoff02 / Client Onboarding & Delivery Systems
Consistent onboarding. Clear ownership. Visible client work.
For teams chasing information, losing track of responsibilities, or managing every client differently.
Your project may include
- Configure a project platform such as ClickUp.
- Structure onboarding, recurring work, and client requests.
- Establish owners, deadlines, dependencies, and approval steps.
- Make blockers and exceptions visible.
- Create management views from the team’s working information.
- Plan appropriate migration, testing, documentation, and training.
What you receive
A practical delivery system that helps your team know what needs to happen, who owns it, and what needs attention.
The Client Delivery Operating System
A connected home for your client work, from the signed-client handoff through onboarding, delivery, approvals, and renewal. We configure the processes, software, automations, and management views around your workflows and accounts, with documentation and training for everyday use.
Your project’s scope is agreed before work begins.
Discuss your onboarding and delivery03 / AI, Automation & Integrations
Less copying, chasing, and repetitive coordination.
For teams moving information manually between tools or spending too much time organizing requests, preparing updates, and following up.
Your project may include
- Define where the reliable information lives and what should move.
- Connect tools through appropriate integrations.
- Configure useful AI features available in your selected software plan.
- Organize intake, extract key details, and prepare draft summaries.
- Automate predictable routing, reminders, and updates.
- Test failure scenarios and establish review responsibilities.
What you receive
Tested connections and practical AI workflows, with clear review points and instructions for managing exceptions.
For example, HubSpot → Make → ClickUp can connect a sales handoff to delivery. Integrations can work without AI; available AI features depend on your selected software and subscription.
Your project’s scope is agreed before work begins.
Discuss your AI and automation needs04 / Websites & Client Portals
A better online experience, connected to how your business works.
For businesses needing a clearer website, smoother inquiry process, or easier way for clients to access information and complete tasks.
Your project may include
- Business websites that clearly communicate services and next steps.
- Inquiry forms, booking connections, and CRM handoffs.
- Focused client portals or web applications based on agreed requirements.
- Content-editing arrangements appropriate to the platform.
- Responsive layouts, usability testing, and launch preparation.
- Separately agreed hosting, maintenance, and ongoing support.
What you receive
A website or portal built around your customers’ needs, with clear account access, handover, and support responsibilities.
Your project’s scope is agreed before work begins.
Discuss your website or portalInvestment
A clear scope. A written proposal.
Focused projects start at $750. Broader CRM, delivery-system, integration, and website engagements are scoped around the work required. You receive a written proposal before work begins.
- Scope, system complexity, migration, and training needs affect the price.
- Software subscriptions are separate.
- Ongoing maintenance and support are agreed separately.
- Timing is confirmed after reviewing requirements and client availability.
A few useful answers
Before we get started.
Can you improve tools we already use?
Yes. We review the setup, how your team uses it, and where work gets stuck. The scope can focus on configuration, processes, reporting, integrations, or adoption.
Can you help us select software?
Yes. When you need a new platform, we help compare suitable options against your requirements, budget, and team needs.
Do we need to replace everything?
No. We keep what supports your work and focus changes where they will help. A better setup or a connection between existing tools may be enough.
Which platforms do you work with?
Our work includes HubSpot, ClickUp, and Make. We confirm the platform, plan, available features, and any specialist support needed for your project before agreeing the scope.
How much does a project cost?
Focused projects start at $750. The written proposal reflects scope, complexity, migration, and training needs. Software subscriptions and separately agreed support are additional.
How is timing determined?
We confirm timing after reviewing requirements, access, migration needs, dependencies, and your team’s availability for decisions and testing.
What training and handover are provided?
We agree the documentation, training, testing, and handover needed for the project. The goal is to give your team usable guidance, clear responsibilities, and confidence with the new setup.
Who controls the accounts and deliverables?
We agree account access and control at the start. Your business should retain administrative control of its business accounts, with access granted for implementation as needed. Handover includes the agreed deliverables and documentation; third-party software, themes, or components remain subject to their licenses.
Is ongoing support available?
Yes, where agreed for the project. Maintenance, improvements, response arrangements, and fees are scoped separately from the initial implementation.
What happens after the discovery call?
We agree whether a scoped proposal, a deeper working session, or a paid diagnostic is the appropriate next step. Work begins after scope, responsibilities, timing, and payment terms are agreed.
Your next step
Start with a 15-minute conversation.
We’ll talk about what is making work harder, what you want to improve, and whether SMJB is the right fit.