Momentum · Sales & follow-up
Simple inquiry tracker. Built for you.
Inquiries live in your inbox, your phone, and your memory—and some slip through. Every inquiry in one simple tracker with a stage and an owner.
Included in Momentum
$49USD/month
- This improvement, or any other on the list
- One improvement per paid month
- One revision included
- Cancel anytime
Exactly what you get
No surprises in the scope.
- You get
- One tracker with up to eight fields and three stages.
- How it’s delivered
- Tailored in a supported tool and tested with a sample record.
- You provide
- How inquiries arrive today, who owns them, and where you want them tracked.
- Not included
- Full CRM build, integrations, historical data migration.
We confirm your tool is supported before you pay. If it isn’t, we tell you—and only deliver an editable version if you agree. Delivery target: 5 business days after the task is confirmed and your inputs and access are in.
How it works
Four steps. No course. No calls required.
- 01
Choose
Pick one supported improvement and tell us which tool you use.
- 02
Confirm
A person confirms it fits, then sends a secure $49 payment link.
- 03
We build it
You share the inputs and access. We build it, test it, and check it.
- 04
You review
Approve it or ask for the included revision. Next month, pick the next one.
Is it actually implemented, or do I just get a file?
Each task states exactly how it’s delivered. When your tool is supported and you give us access, we set it up for you. If your tool isn’t supported, we tell you before you pay, and we only deliver an editable version if you agree to that.
How do I pay?
Pick your first improvement and send the short request. A person confirms it fits and your tool is supported, then emails you a secure payment link for $49/month. Nothing is charged until you use that link.
What access do you need?
Only what the task needs, through a collaborator invite or your tool’s own sharing feature. Never send passwords by email or in a form.
How do I cancel?
Anytime. Cancelling stops the next renewal—no call, no minimum term. Work already requested for the current paid month is still completed, and delivered work stays yours.
Same plan, next month
Other improvements you can choose.
All included in the same $49/month. Pick a different one each month.
- Your offerSharper offer blockOne headline, supporting paragraph, and call-to-action block.
- Your offerReusable proposal templateOne proposal template, up to two pages.
- Sales & follow-upFollow-up message sequenceThree short follow-up messages with documented timing.
- Sales & follow-upCustomer reactivation emailOne reactivation email, up to 300 words.
- OperationsAppointment reminderOne reminder rule and message.
- OperationsReview requestOne review-request message and one trigger.
Start this month
Get your simple inquiry tracker done.
Choose it as your first improvement. We confirm it fits before anything is charged.
$49 USD/month · cancel anytime · nothing charged until you confirm