Systems · Marketing · Operations

Your business is growing.
Your systems should grow with it.

We build the systems, marketing infrastructure, and operational processes that help blue-collar businesses capture more opportunities and follow up consistently.

See How It Works Book a Strategy Call

Built for blue-collar businesses HVAC Plumbing Electrical Roofing Remodeling

WORKFLOWLead → Review

RUNNING

Sample job · Roof replacement LOOP

What you get, in plain English

Everything your business runs on.
In one place.

It's not just about getting more leads. It's one place for your leads, your marketing, your team's organization, and your numbers, set up and run for you.

LeadsMarketingCalendarTeamReviewsRevenue

LEADS

Every lead in one place

Calls, texts, website forms, and messages land in one inbox. If you miss a call, the customer gets a text back right away.

MARKETING

Your marketing, plugged in

Your Google profile, social posts, and reviews are managed from the same place as your leads, so you see what's bringing in work.

ORGANIZATION

A business that runs organized

Everyone knows who calls back, who follows up, and what's next. No more sticky notes, scattered texts, or asking around.

CALENDAR

A fuller calendar

Customers book estimates online and get reminders automatically. Fewer no-shows, less back-and-forth.

FOLLOW-UP

Follow-up on autopilot

Every estimate gets followed up, even when you're busy on a job, until someone on your team takes over.

NUMBERS

Quarterly revenue reports

Every quarter we sit down with you: revenue closed, where it came from, which marketing worked, and what to fix next.

WHAT'S A CRM?

It's one place that keeps track of every customer, every call, and every job, so nothing falls through the cracks. We set it up, run it, and train your team. You answer the phone and do the work.

The problem

Most blue-collar businesses don't have a lead problem.
They have a systems problem.

Inquiries already come in. The gaps show up between the first call and the signed contract, where follow-up depends on memory and nobody has the full picture.

Disconnected tools → Lost opportunities

Each tool works on its own. Nothing tells you which inquiry is waiting, who owns it, or what happens next.

The system

We connect the pieces
behind your growth.

Nine stages, one connected flow. Select any stage to see what we build, what runs inside our system, and who on our team owns it.

STAGE 03 / 09

What Galdamez sets up

Inside our system

Owned by

Three pillars

One team. Three connected workstreams.

Each pillar has a single owner on our side, and all three run off the same plan, so marketing, follow-up, and sales never work against each other.

01Led by Rich

Systems

Capture. Organize. Automate.

CRM, pipelines, forms, calendars, workflows, follow-up, reporting.

HOVER FOR FULL SCOPE +

CRM & pipeline
Lead & source tracking
Missed-call text back
Inquiry follow-up
Estimate follow-up
Appointment scheduling
Review requests
Dashboards
AI workflows by scope
Training & maintenance

02Led by Isabella

Marketing

Get seen. Stay relevant.

Social media, Google Business, content, creative direction, project documentation.

HOVER FOR FULL SCOPE +

Social strategy
Content planning
Content creation
Social management
Google Business Profile
Review strategy
Creative direction
Project documentation
Photo & video coordination

03Led by Jon

Operations

Create accountability.

Sales process, responsibilities, team adoption, reporting, strategy.

HOVER FOR FULL SCOPE +

Sales process
Responsibility assignment
Follow-up rules
Owner accountability
Team adoption
Reporting
Strategy
Process improvement

Before / after

Same business.
Different infrastructure.

The work you do stays the same. What changes is how every opportunity moves from first contact to finished job, and how clearly you can see it.

BEFORE

Scattered

Phone calls

Texts

Spreadsheets

~~Missed follow-ups~~

Scattered leads

No visibility

CONNECTED

One system

CRM

Automated follow-up

Pipeline

Calendar

Reporting

Clear ownership

OWNER VIEW

Dashboard

We don't promise a revenue number. We build the process and report what changes.

How it works

Build it once.
Manage it monthly.

A defined setup, then ongoing management. You always know what's being built, what's been tested, and what happens next.

Audit

Understand the current systems, lead flow, marketing, and bottlenecks.

OUTPUTStarting metrics, access list, and exact scope

Build

Configure the CRM, workflows, tracking, marketing process, and responsibilities.

OUTPUTWorking pipeline, follow-up, content plan, and assigned roles

Test

Run test leads, verify follow-up, check tracking, and train the team.

OUTPUTVerified workflows and a team that knows how to use them

Manage

After launch we maintain the system, deliver the marketing, and review the numbers with you every month.

OUTPUTWeekly system checks, monthly reports, and a quarterly revenue review

Target setup: 2–4 weeksTiming depends on access, data quality, integrations, and approvals.

The team

Three systems.
One point of contact.

Every workstream has one accountable owner. Jon coordinates the whole engagement, so you never chase three people for one answer.

YOUR BUSINESS

One coordinated plan

Weekly internal sync · Monthly review with you

MODULE 01CLIENT LEAD

Jon

Growth + Operations

Client relationship
Sales process
Accountability
Strategy
Partnerships
Reporting

Accountable for the client relationship@jongaldamezz ↗

MODULE 02ACTIVE

Isabella

Marketing + Creative

Content
Social media
Google Business
Creative direction
Editing
Scheduling
Shoot coordination

Accountable for marketing delivery@isabellaomedia ↗

MODULE 03ACTIVE

Rich

AI + Systems

CRM architecture
Sales pipelines
Automations
Integrations
Dashboards
System testing
Team training

Accountable for reliable systems@lema_investor ↗

What we measure

We don't promise a number.
We track the ones that matter.

Deliverables are our commitment. We record your starting point during the audit, review these measures every month, and sit down with you every quarter to go over revenue closed and where it came from.

01 · SPEED

Lead response time

How quickly a new inquiry gets a human response.

BASELINEMONTHLY

02 · FOLLOW-UP

Estimate follow-up

Share of open estimates with a scheduled next action.

BASELINEMONTHLY

03 · SALES

Appointments and wins

Estimates booked, jobs won, and win rate.

BASELINEMONTHLY

04 · SOURCES

Source performance

Which channels produce qualified inquiries and won jobs.

BASELINEMONTHLY

05 · PRESENCE

Reputation and presence

Review requests, new reviews, and content published.

BASELINEMONTHLY

06 · ADOPTION

System adoption

Whether your team actually uses the CRM and follow-up.

BASELINEMONTHLY

Engagement

Three levels of involvement.

Each level builds on the one before it. Scope and investment are confirmed after your strategy call, once we've seen how your business runs today.

Systems

Managed systems

For businesses that need the infrastructure built and maintained.

INVESTMENTSetup + monthly management

CRM, pipeline, calendar, and lead capture
Missed-call text back and follow-up automations
Review requests and owner dashboard
Weekly system checks and monthly reporting
Team training

RICH + JON Discuss Systems

Growth

Recommended

Systems plus marketing and owner strategy, run by the full team.

INVESTMENTSetup + monthly management

Everything in Systems
Social media planning, content, and posting
Google Business Profile and review strategy
Content calendar and creative direction
Monthly strategy call and sales process review

JON + ISABELLA + RICH Discuss Growth

Growth Partner

Full involvement

Deeper owner involvement, on-site content, and advanced workflows.

INVESTMENTSetup + monthly management

Everything in Growth
Monthly on-site content shoot
Edited video and photo
Operations coaching and two strategy calls
Advanced workflows and AI, scoped to fit

FULL TEAM + PRODUCTION Discuss Growth Partner

90-day initial termStarts at launch, not at the start of the build.

Transparent usagePhone, SMS, email, and AI usage itemized monthly.

Ad spend stays yoursPaid directly to Google or Meta, never marked up.

Questions

What owners ask first.

Something not covered here? Bring it to the strategy call.

Strategy call

See where your opportunities go.

A 30-minute call with Jon. We map how leads move through your business today and show you where follow-up breaks down. You leave with a clear picture, whether or not we work together.

01
Lead flow mapFrom first inquiry to signed job, as it works today.
02
Your biggest gapsWhere response, follow-up, or visibility is weakest.
03
A recommended next stepWhat to fix first, with or without us.

BEST FITBlue-collar service businesses doing roughly $1M–$10M a year who already get steady inquiries and are ready to adopt a system.

Your form goes hereReplace this box with your GoHighLevel form embed code.

Your business is growing.Your systems should grow with it.

Everything your business runs on.In one place.

Every lead in one place

Your marketing, plugged in

A business that runs organized

A fuller calendar

Follow-up on autopilot

Quarterly revenue reports

Most blue-collar businesses don't have a lead problem.They have a systems problem.

We connect the piecesbehind your growth.

One team. Three connected workstreams.

Systems

Marketing

Operations

Same business.Different infrastructure.

BEFORE

CONNECTED

Build it once.Manage it monthly.

Audit

Build

Test

Manage

Three systems.One point of contact.

Jon

Isabella

Rich

We don't promise a number.We track the ones that matter.

Lead response time

Estimate follow-up

Appointments and wins

Source performance

Reputation and presence

System adoption

Three levels of involvement.

Systems

Growth

Growth Partner

What owners ask first.

See where your opportunities go.

Your business is growing.
Your systems should grow with it.

Everything your business runs on.
In one place.

Most blue-collar businesses don't have a lead problem.
They have a systems problem.

We connect the pieces
behind your growth.

Same business.
Different infrastructure.

Build it once.
Manage it monthly.

Three systems.
One point of contact.

We don't promise a number.
We track the ones that matter.