Getting Started

First things first: we get to know your business. During our Discovery Process, a Business Consultant will identify where we can make the biggest impact. Then we package your needs into a clear operations plan with a monthly fee tailored to your business.

Here’s what you need to get started:

• Google Business Account

• Branded Email Address for Client Communications & Scheduling

• Current Phone Provider Statement for Number Porting

• HubSpot CRM

Don’t have one of these? No worries—we can set it up for you for a one-time fee determined during discovery.

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Phone Services

Your calls are important—and now, someone else can answer them like a pro. Using GoToConnect by Jive Communications, we handle inbound and outbound calls branded as your company.

• Number Porting: Move your existing number into our system

• Monthly Usage Fee: $35 per user for phone hosting and usage

• Setup & Transfer: $275 one-time fee

Translation: professional phone service without you having to lift a finger.

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Scheduling & Communications

We’ll manage your calendar like your very own operations concierge, using Google Business to handle:

• Professional meetings

• Lead and quoting appointments

• Job schedules

• Any other calendar chaos you’d rather not deal with

No more double bookings. No more missed meetings. Just smooth, stress-free scheduling.

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Client & Lead Relationship Management (CRM)

Growth comes from great relationships—and staying on top of leads shouldn’t feel impossible. Using HubSpot CRM, we:

• Manage client communications (for retention purposes)

• Follow up on leads and opportunities

• Keep your database squeaky clean

• Log all calls and interactions for easy reference

Basically, we make sure no lead slips through the cracks—and your clients always feel heard.

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Quoting & Estimating

Need help putting together accurate quotes and estimates? Wood & Wire, Inc., a trusted general contractor, has your back. We subcontract quoting and estimating services on your behalf, tailored to your business processes.

Just schedule a time with your Business Consultant to get started.

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Project Management

We also offer project management services through Wood & Wire, Inc., keeping your projects on track and your sanity intact.

Schedule a consultation to discuss how we can streamline your project workflow—without you having to micromanage every detail.

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