Phase 3: 21-Day Pipeline Buildout
We build your complete lead-to-customer system: CRM, email sequences, automations, and milestone dashboard. Manual-first, automated later.
The Outcome
In 21 days, you'll have a working pipeline that captures every lead, follows up automatically, and shows you exactly where each deal stands.
No more spreadsheet chaos. No more forgotten follow-ups. Just a system that works.
Deliverables (Scope Capped)
Custom CRM Setup
Notion, Airtable, or HubSpot configured for your business
Email Sequences
Nurture and follow-up sequences with copy written for you
2 Automation Workflows
Lead routing, task creation, or notification triggers
Milestone Tracking Dashboard
Visual pipeline showing where each deal stands
Scope is intentionally capped. We deliver these four things well, not 20 things poorly. Need more? We can discuss add-ons after delivery.
Receipts Included
Every install includes ProofLoop verification receipts. You see exactly what was built, tested, and delivered.
- Response-time setup verified
- CRM configuration tested
- Automation workflows verified
- Email sequences tested
- Dashboard data flow verified
- Full handoff documentation
No "trust me bro" delivery. Your receipts prove the work.
Timeline
21 Days
From kickoff to working pipeline
- Kickoff call
- Tool selection
- CRM structure design
- Email sequences
- Automations
- Dashboard setup
- Test with real data
- Documentation
- Training walkthrough
Manual Now, Automated Later
We deliver working systems using proven tools (Notion, Zapier, etc.) today. As the Strata Noble platform ships, we migrate your workflows into the unified automation layer—no extra cost, no disruption.
Translation: You get results now. We handle the upgrade path. You don't pay twice.
Who This Is For
- ✓Service businesses getting 10+ leads per month
- ✓Teams ready to invest in systems, not just tactics
- ✓Operators who know their close process but lack the infrastructure
Who This Is NOT For
- ✗Businesses with less than 10 leads/month (try Lead Rescue instead)
- ✗Teams that need branding, website, or content work first
- ✗Anyone looking for ongoing marketing retainers
Investment
$4,997
One-time fee. No recurring costs.
What's included:
- ✓Complete CRM setup & configuration
- ✓Email sequences with custom copy
- ✓2 automation workflows
- ✓Milestone tracking dashboard
- ✓Documentation & training
- ✓Future platform migration (when available)
Apply for Phase 3
Frequently Asked Questions
What if I need more than 2 automations?▼
We can discuss add-ons, but the base scope is intentionally capped to ensure quality delivery. Most businesses need to nail the basics before scaling complexity.
What access do you need?▼
We'll need admin access to your CRM/database and email tool. We provide setup guides and can work with whatever tools you're already using (or recommend new ones).
What tools do you work with?▼
Most common: Notion, Airtable, HubSpot, Zapier, Make, Mailchimp, ConvertKit. If you have a unique setup, we'll discuss compatibility on the kickoff call.
Do you write the email copy?▼
Yes. We write all email sequences based on your offer, voice, and customer journey. You review and approve before we connect them to the automation.
What don't you do?▼
We don't do branding, website design, or content creation. This is pure pipeline infrastructure—the system that turns leads into customers.
What happens after the 21 days?▼
You own the system. We provide full documentation and training. If you need ongoing support, we can discuss a support package, but it's not required.
How is this different from Lead Rescue?▼
Lead Rescue is a 48-hour sprint focused on lead capture. Phase 3 is a 21-day buildout that includes CRM, automations, and a complete pipeline. If you're just starting, go with Lead Rescue. If you're ready to scale, Phase 3 is the move.
Ready to Build Your Pipeline?
Fill out the application above and we'll schedule a strategy call within 48 hours to discuss your business and confirm fit.
Apply for Phase 3