Legal
Case-value-aware marketing for firms that need signed cases, not form fills. Intake speed is usually the difference.
View industryMarketing automation & CRM
Every lead answered, routed and traced back to spend
Lead routing, speed-to-lead workflows, pipeline stages and reporting that tie spend back to booked revenue.
Best for teams losing leads and source data between forms, calls, inboxes and the sales team.
Branching lead workflow
New inquirySource retained
Route by needRules and timing
Human ownerClear handoff
Systems authority
Enterprise systems discipline, applied to marketing
Scott's prior SAP ERP implementation and adoption consulting work shapes how MYM approaches CRM: process mapping, data structure, integration and user adoption decide whether a system works — not the software chosen.
Prior, pre-MYM consulting experience. Not an MYM client engagement and not a marketing performance claim.
The problem
What usually goes wrong with Marketing Automation & CRM Setup
Leads arrive in an inbox, a chat dashboard, a call log and a spreadsheet. Nothing is routed consistently, nothing is nurtured reliably, and nothing can be traced back to the spend that produced it.
What we typically find
Inquiries living outside the CRM entirely
Follow-up dependent on whoever remembers
Pipeline stages that do not describe how the business actually sells
Source data lost at the moment of handoff
How we run Marketing Automation & CRM Setup
Single source of truth
Every inbound channel — forms, calls, chat, referrals — lands in one system with its source and campaign data intact.
Speed-to-lead workflows
Immediate acknowledgement, assignment and escalation rules so response time stops depending on availability.
Pipeline that matches reality
Stages defined around your actual sales motion, with the fields required to report on it and nothing else.
Lifecycle and compliant nurture
Follow-up sequences mapped to the lifecycle stages your buyers actually move through, with consent, opt-out and industry compliance rules built in rather than bolted on.
Call tracking and attribution plumbing
Call tracking, form capture and campaign parameters wired so channel, campaign and page attribution survive every handoff.
Dashboards and reporting to revenue
Closed-loop dashboards that connect channel and campaign to booked work, built to survive scrutiny from finance.
Adoption, training and integration
Integration with the tools your team already uses, plus documentation and training — a system nobody adopts reports nothing.
Ways to start
Clear starting points, scoped after a fit review
Transparent starting points for the bounded scope shown. A fit review confirms the right path before any work begins.
CRM Foundation
One-time project · starting price
- Starting one-time project fee
- $3,500
- Separate one-time setup
- $750
- Starting total (project + setup)
- $4,250
Best for: One supported CRM, one pipeline, 2 forms, 3 bounded workflows, up to 1,000 clean supplied contacts with mapping
Included
- Agreed setup, mapping and validation or failures/reporting review for care
Full scope, exclusions and responsibilities
What we review: One supported CRM, one pipeline, 2 forms, 3 bounded workflows, up to 1,000 clean supplied contacts with mapping.
All inclusions: Agreed setup, mapping and validation or failures/reporting review for care.
Not included: Licence/usage fees, custom APIs, old-data cleanup or complex imports; Medical or regulated-data environments: separate quote.
You provide: Clean supplied contacts, access, documented consent and workflow approvals.
MYM handles: We validate access, coordinate onboarding, plan and kick off the scope under the separate setup fee; We deliver and report on the agreed bounded scope under the project or monthly fee.
Next step: No checkout. We confirm fit, inputs, scope and written terms before work starts.
Start fit reviewConnected CRM
One-time project · starting price
- Starting one-time project fee
- $7,500
- Separate one-time setup
- $1,500
- Starting total (project + setup)
- $9,000
Final scope confirmed after assessment.
Best for: One CRM, up to 2 pipelines, 3 forms, 6 workflows, 2 supported integrations and 5,000 clean contacts
Included
- Agreed setup, mapping and validation or failures/reporting review for care
Full scope, exclusions and responsibilities
What we review: One CRM, up to 2 pipelines, 3 forms, 6 workflows, 2 supported integrations and 5,000 clean contacts.
All inclusions: Agreed setup, mapping and validation or failures/reporting review for care.
Not included: Licence/usage fees, custom APIs, old-data cleanup or complex imports; Medical or regulated-data environments: separate quote.
You provide: Clean supplied contacts, access, documented consent and workflow approvals.
MYM handles: We validate access, coordinate onboarding, plan and kick off the scope under the separate setup fee; We deliver and report on the agreed bounded scope under the project or monthly fee.
Next step: No checkout. We confirm fit, inputs, scope and written terms before work starts.
Start fit reviewAutomation Care
Monthly management · starting price
- Starting monthly service fee
- $1,500/month
- Separate one-time setup
- $1,000
- Starting first month (service + setup)
- $2,500
Best for: One CRM and up to 3 agreed maintenance hours monthly, no rollover
Included
- Agreed setup, mapping and validation or failures/reporting review for care
Full scope, exclusions and responsibilities
What we review: One CRM and up to 3 agreed maintenance hours monthly, no rollover.
All inclusions: Agreed setup, mapping and validation or failures/reporting review for care.
Not included: Licence/usage fees, custom APIs, old-data cleanup or complex imports; Medical or regulated-data environments: separate quote.
You provide: Clean supplied contacts, access, documented consent and workflow approvals.
MYM handles: We validate access, coordinate onboarding, plan and kick off the scope under the separate setup fee; We deliver and report on the agreed bounded scope under the project or monthly fee.
Next step: No checkout. We confirm fit, inputs, scope and written terms before work starts.
Start fit review
Additional support, only when needed
We recommend additions only when the review shows a need. Required launch fixes are identified before you commit; optional additions need your approval. Work already included is never charged again.
- Legacy-data cleanupOne-time · Quoted after review
- Supported integrations beyond included scopeOne-time · Quoted after review
- Extra workflowsCustom scope · Quoted after review
- Automation CareMonthly · From $1,500/month + setup
Prices shown are starting points for the scope listed. One-time setup, project work, monthly management and third-party costs are shown separately. A no-cost fit review is not a full technical audit. When an assessment reveals work outside the package, we explain the requirement and agree the price before starting.
No guarantee of results
We commit to the agreed work, not a promised outcome. Rankings, traffic, lead volume or quality, bookings, revenue and advertising returns are not guaranteed. Results depend on your offer, budget, access, approvals, capacity and timely follow-up, as well as market and platform conditions. Read the Terms & Conditions.
Part of Growth Systems
The infrastructure demand lands on
Websites, conversion paths, CRM and reporting built so that every dollar of demand has somewhere to go and something to prove it worked.
Operating rhythm
Marketing Automation & CRM Setup: how the engagement runs
Same audit-first sequence as every MYM engagement — measurement gets fixed before anything scales.
Audit
We map your current demand, tracking and lead handling. You get the truth about what's actually working.
Show what this covers for Marketing Automation & CRM SetupHide detailsSingle source of truth
Every inbound channel — forms, calls, chat, referrals — lands in one system with its source and campaign data intact.
Prioritize
We rank fixes by revenue impact and effort. No 40-item wish list — a sequenced 90-day plan.
Show what this covers for Marketing Automation & CRM SetupHide detailsSpeed-to-lead workflows
Immediate acknowledgement, assignment and escalation rules so response time stops depending on availability.
Implement
Senior-led execution with AI-assisted production. Tracking and lead capture get fixed before spend scales.
Show what this covers for Marketing Automation & CRM SetupHide detailsPipeline that matches reality
Stages defined around your actual sales motion, with the fields required to report on it and nothing else.
Measure & scale
Reporting tied to qualified leads, booked work and attributed revenue. Scale what earns, cut what doesn't.
Show what this covers for Marketing Automation & CRM SetupHide detailsWhat we verify and report
Median speed-to-lead · Leads captured in CRM versus leads received · Stage-to-stage conversion and stall points
What it's measured on
The Marketing Automation & CRM Setup scoreboard we agree to up front
If a metric here cannot be produced from your systems, fixing that is part of the work.
Median speed-to-lead
Leads captured in CRM versus leads received
Stage-to-stage conversion and stall points
Lifecycle progression and nurture engagement
Attributed revenue by source and campaign
Team adoption of the agreed pipeline and fields
Track record
Senior experience. Direct accountability.
Work directly with Scott, drawing on career experience across search, media, websites and analytics. Ad spend experience reflects his career, not only MYM client spend.
20+
Years in digital
$65M+
Career ad spend experience
70+
Brands & businesses
Client reviews & recommendationsRead approved client references
Where we run it
Marketing Automation & CRM Setup by vertical
The plays change by vertical even though the operating rhythm does not.
Healthcare & Medical
Elective and cash-pay healthcare growth: consult-driven demand, tracked bookings, and credible messaging reviewed against practice requirements.
View industrySenior Living
Occupancy-focused marketing for communities, built around long consideration cycles and family decision-makers.
View industry
FAQ
Marketing Automation & CRM Setup — common questions
Related
Also part of Growth Systems
- Website DevelopmentFast, crawler-visible, conversion-focused sites. Built to be measured, maintained and defended — not rebuilt every 18 months.
- Conversion Rate OptimizationTurning existing traffic into more qualified opportunities by fixing the offer, the path and the handling — before increasing spend.
- Digital Marketing AuditsA senior review of what you're paying for, what's working, what's leaking, and what your current vendor isn't telling you.
- Website Security Recovery & RebuildCompromised, injected or hacked website? We assess the visible damage, plan to protect search equity where possible, then scope bounded recovery or a clean rebuild after review.
Next step
Find out what Marketing Automation & CRM Setup would actually change
Start with a no-cost fit review. A full paid diagnostic or assessment is a separate, scoped next step when appropriate.