CRM · FirstBrand
One place for every lead and customer, so nothing slips through the cracks and follow-up happens on time.
CRM, explained by Chris[2:30]
4.9★
on Google · [XX] reviews
10+
years in digital marketing
NH
Family-owned in Hampton
The fix isn’t working harder. We give CRM a clear job, and a number to hit.
firstbrand
Sound familiar?
1
Some in email, some in texts, some on sticky notes. No one has the full list.
2
When it gets busy, callbacks slip, and those leads quietly go to a competitor.
3
There’s no easy way to tell how many jobs are coming or where deals get stuck.
The fix isn’t working harder. It’s a system that remembers for you.
Where this fits in your framework
Your CRM is part of the FirstBrand foundation. It’s where every lead from every stage lands, and where automation and analytics get their data.
CRM infirstbrand
We set up a CRM around how your business actually sells, then connect it to your website, ads and phone.
What we do
The number it movesLead response time and close rate
What’s included
The right system for your size, team and budget.
Fields, stages and views that match how you sell.
See every open deal and where it’s stuck.
Website forms, ads, calls and texts in one place.
Your contacts and customers moved over and tidied up.
Short, practical training so everyone uses it.
Tweaks and fixes as your business changes.
Platforms: GoHighLevel, HubSpot or your existing CRM [CONFIRM]
What the first three months of CRM look like with our team.
1
Days 1 to 14
How leads arrive, who follows up and what happens next.
2
Days 15 to 30
Pipeline, fields, views and notifications set up for your team.
3
Days 31 to 45
Forms, calls and ads connected; contacts imported and cleaned.
4
Days 46 to 90
Team training, then we adjust based on how it’s actually used.
[Client name] · [Industry, NH town]
| Metrics | Before | After | |
|---|---|---|---|
|
[Average lead response time, down from X hours] |
[XX] |
→ |
[X] min |
|
[Higher close rate] |
[XX] |
→ |
[XX]% |
Ways to get this done
Have our team run it, learn to do it yourself, or do it yourself with a coach in your corner.
Capping our partner list means every client gets senior attention, real strategy and a team that knows their business. When the spots are full, they’re full.
6 of 25 partner spots open.
Meet the team behind your marketing[1:45]
Partnerships start at $X,XXX/month.
The same framework we use with our partners, packaged so you can implement it at your own pace. Start with an $8 workbook, or get everything in the Community.
Inside BeFirst Training: how the DIY path works[3:10]
The exact SOPs, worksheets and checklists we use with every client.
$8
A founder-led video walkthrough of the entire framework, one stage at a time.
[$XX]
The course, Blueprint, live webinars and weekly content, all in one membership.
$88/mo
Hands-on workshops, online and in Hampton, on every stage of the framework.
[Free to $XX]
Not sure where to start? Compare every option in BeFirst Training.
1:1 strategy sessions with our team, built entirely around your business. You implement; we bring the plan, the expertise and the accountability.
What a BeFirst coaching session looks like[2:00]
$500/month
One 1:1 session a month
$1,000/month
A session every two weeks
Best for: owners who want an expert sounding board and accountability.
Works best with
firstchoice firstreferral
Follow-up that happens on its own, so leads hear back fast and customers come back.
Explore Marketing Automation
firstchoice
Offers, lead magnets and landing pages that turn visitors into leads.
Explore Lead Generation
firstbrand
Know exactly which marketing brings in customers, in plain English.
Explore Analytics
From our resources
FAQ
[CONFIRM] We often use GoHighLevel, but we’ll recommend what fits your business and work with the CRM you already have when it makes sense.
That’s the goal. We keep it simple, train everyone and only set up what you’ll use.
Yes. We import and clean up your contacts, customers and open deals.
Yes. Calls, texts, emails and form fills can all land in the same place.
No. Every service is delivered as part of a FirstSearch partnership, because CRM works best alongside the rest of your marketing system. Your plan includes every service your business needs for one fixed monthly retainer.
Let’s map how leads come in today, and where they slip away.
