← W&S ServicesEntry No. 10

CRM sync

CRM sync.

Book 15 minutesNo contract until it's working.
01

Industry estimate

The average small business burns 25 hours a week on manual data entry.

Information lives in three places. None of them talk. Updating the CRM after every call, copying contacts between systems, deduping — it's invisible until you look at where the week went.

Figures above are industry estimates, not W&S client results.

02

What we install

Two weeks. Then yours forever.

  • 01CRM updates from form fills, replies, bookings.
  • 02Calendar, inbox, CRM: same record. Always.
  • 03Contact enrichment without the lookup work.
  • 04Weekly: duplicates flagged, gaps surfaced.
02b

Live demo · the sync loop

What it looks like in practice.

Every service runs as a loop — a trigger, an AI step, a short human approval, an outbound action. The trigger and the action are different for crm sync. The shape is the same.

LIVE · CRM SYNC3 sources → 1 record · 100% match
3 sources → 1 customer recordSYNCINGWEB FORMname • email • zipEMAIL REPLYphone • service dateCALL NOTEETA • job size $CRM RECORDMarquez, JoséPHONE(404) 555-0143ZIP30060 · MariettaJOBAC repair · $620NEXT STEPtech dispatch 2:30p/04 SAVED ✓
the sync loop · running live
03

The terms

One paragraph of contract.

Engagement
Monthly retainer — recurring
Rate
$300 – $1,500 / month, depending on scope
Setup
Approximately two weeks, in person
Commitment
None until you've seen it work
Cancellation
Cancel any time, no penalty
06

Let's talk

15 minutes. Your inbox on screen. We'll point at the first thing we'd kill. No slides.

Or email Charlie at hello@wandsconsulting.com

2 weeks

First meeting to live

$300 – $1.5K

Per month. Cancel anytime.

0

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