Nothing's set up. Let's fix that first.
A CRM nobody uses, tracking that fires sometimes, a domain that lands in spam. Foundation closes the gaps as one fixed-scope project, built in your name.
If you don't agree with the diagnosis, there's nothing to buy.
01 · What you told us
Spend of a month. A CRM the team stopped using. Ads pointed at the home page. “We don’t know which ads work.”
02 · What we found
| CRM in use | Broken |
| Conversion surface | Missing |
| Tracking fires | Missing |
| Sending domain | Partial |
| Intake path | Broken |
| Local presence | Healthy |
03 · What it’s costing you
a month in ad spend, measured against nothing until tracking fires.
06 · One recommendation
Foundation, sized . Tracking before any spend.
Your accounts stay in your name.
We work on partner access you can revoke any time. Accounts are set up in your name at build time, never retrofitted: a live engagement was once blocked by a platform restriction on an account the client didn't own, and this is that lesson.
What we check, and what you get.
Seven checks, each marked on your Findings. Every one that fails has its fix.
Every check gets one of four marks
- MissingIt isn't there.
- BrokenIt's there and doesn't work.
- PartialIt works, with gaps.
- HealthyIt works.
| We check | You get |
|---|---|
CRM Whether one exists, whether it's configured, whether the team actually uses it. | A configured CRM Users, permissions, fields, and a documented pipeline with stages, owners and triggers. |
Conversion surface A site or landing pages capable of converting traffic. | A conversion surface A live site or landing pages that convert, not a home page catching paid traffic. |
Tracking Analytics and pixels installed and firing correctly. | Tracking that verifiably fires Pixels, analytics, call tracking, with an event-firing report to prove it. |
Sending domain A dedicated domain, authentication records, warm-up state. | An authenticated sending domain With a warm-up plan before the first flow goes out. |
Data hygiene Duplicate records, migration state, field consistency. | Clean, migrated data Deduplicated, with a field map, so nothing downstream is built on unreliable fields. |
Intake path Booking, form or call path from first contact to a scheduled conversation. | A live intake path Booking or form, with routing rules, so a lead reaches a person. |
Local presence Business profile and local search assets, where relevant to the model. | Local presence, set up Your business profile and local search assets, where they matter to how you sell. |
Sized, never trimmed.
Foundation is a fixed-scope project at a fixed fee, not a retainer. It is sized Small, Standard or Complex by how many systems you run, how much data has to move, and how many integrations are in play. It is never tiered by removing pieces: a foundation with pieces removed is a broken foundation, and we are the ones debugging it in month four.
Small
One system, little data to move, no integrations to speak of.
Standard
A couple of systems, a real migration, the usual integrations.
Complex
Several systems, years of data, integrations that talk to each other.
Neither engine runs properly without it. If you can't do both, Foundation comes first.
How the engagement runs, stage by stageAgency Agency-side clients, in their words
“With my small start-up, Kyle was there to answer all my questions and help implement appropriate marketing strategies to help us grow…”
Merik RichardsonOwner, The Fold
What people ask about Foundation.
We've been burned by an agency before.
Then you'll get our diagnosis before our proposal. A Findings document in your words and your numbers, a table of what's missing, broken, partial or healthy, and one recommendation. Argue with that first. If you don't agree with the diagnosis, there's nothing to buy.
We don't need a foundation. Can we just start with the engine?
Follow-up with no CRM has nowhere to write. Emails from a domain that isn't set up land in spam. Ad spend before tracking is measured against nothing. It isn't an upsell, it's the order things have to happen in, and the plan says exactly which piece needs which.
We already have a web team and a brand agency.
Keep them. New website builds, custom development, platform migrations and data engineering are outside every engine, and the agreement says so before you sign. Foundation builds the pages that convert, not a brand site.
How much of the work do you actually do yourselves?
The diagnosis, the standard and your relationship never leave the building. Some of the hands-on work is done by partners we check against the same standard, and your accounts stay in your name with our access revocable at any time.
What does it cost?
We tell you after the findings, and once we do it's fixed for the whole term. Month one is the audit, and the fee doesn't change when we agree the schedule at day 30.
Your investment is fixed. What we spend it on gets decided once we've seen inside your accounts.
What Foundation unlocks.
Neither engine runs properly without it. Once it's built, either one can run on top.
Not sure this is your leak? Three questions
See what's missing first.
Thirty minutes with the agency side. Bring what's broken and what you've tried. The calendar opens right here.
Prefer to talk? 801-938-7806