Client Management Performance Optimization

Pricing

Final price depends on the number of stages, triggers, and existing clutter. You receive a clear quote before work starts.

What You Get

Execution

• Build a clean workflow inside your CRM
• Remove clutter that slows your team down
• Set clear routing, tasks, and follow ups

Audit

• Review current pipeline stages and forms
• Check tags, tasks, message templates, and routing rules
• Find dead ends, missing fields, and duplicate automations
• Document issues with screenshots

Setup

• Build a simple pipeline with clear stages
• Set triggers for new leads, booked calls, missed calls, and forms
• Add task assignments and stage updates
• Fix routing so leads reach the right inbox or owner

Messaging

• Install short email or text templates
• Align tone with your brand
• Attach messages to the correct stage
• Set reminders for follow ups without spam loops

Fix

• Remove outdated tags and lists
• Delete automations that conflict with the new flow
• Clean fields and merge duplicates
• Tighten settings so the CRM stops firing extra steps

Quality Check

• Test each trigger with sample contacts
• Confirm tasks assign to the right owner
• Confirm messages send once at the right time
• Verify analytics log key events

Process

1. Short intake form gathers access, goals, audience, offer, and follow up rules.
2. Ooyo builds directly inside your CRM account.
3. A checklist prevents missed steps and broken links.
4. You receive a report with before and after screenshots and the improvement list.

Best Fit CRMs

• GoHighLevel
• HubSpot
• Zoho
• Keap
• Pipedrive

Other CRMs are possible when you provide admin access and a simple goal for the pipeline.