Sales Desk
Sales Desk: lead follow-up, CRM automation and appointment setting
Every lead followed up until it's a job or a clear no.
Sales Desk keeps your pipeline moving: automatic follow-up on every enquiry and quote, a CRM that updates itself, and callers on our team who book appointments when a conversation needs a human voice.
The problem
Most deals are lost to silence, not to competitors. A quote goes out, the customer gets busy, and nobody calls back. Leads from last spring are never contacted again. The CRM is three months out of date, so nobody knows who to call.
What's included
What Sales Desk does for you
Automation handles
- Follow-up sequences by text and email that stop when the lead replies
- Quote reminders on day 2, 5, 9 and 14
- CRM updates from calls, texts, forms and email
- Lead scoring so hot leads reach you first
- Reactivation of past leads and customers each season
Our team handles
- Writing sequences that sound like you
- Calling warm leads and booking appointments (Full Desk)
- CRM setup and monthly clean-up
- Outbound appointment setting to lists you approve (Full Desk)
- Weekly pipeline report and next actions
Packages
Sales Desk packages
Follow-Up
$499 per month
Setup $750
- Lead and quote follow-up
- CRM setup (GoHighLevel, HubSpot or yours): Basic
- Pipeline report: Monthly
Pipeline
Recommended$699 per month
Setup $1,500
- Lead and quote follow-up
- CRM setup (GoHighLevel, HubSpot or yours): Full pipeline and automations
- Lead scoring and owner alerts
- Seasonal reactivation campaigns: 2 per year
- Pipeline report: Weekly
Full Desk
$1,499 per month
Setup $2,000
- Lead and quote follow-up
- CRM setup (GoHighLevel, HubSpot or yours): Full pipeline and automations
- Lead scoring and owner alerts
- Seasonal reactivation campaigns: 4 per year
- Human callers (warm leads and appointment setting): 40 hours per month
- Pipeline report: Weekly, with a call
Add-ons
- Extra calling hours: quoted on request
- Cold outreach list building: quoted per batch of verified contacts
- CRM migration from another system: quoted
Rules we follow
Outbound calls and texts go only to leads who contacted you or gave consent, or to business contacts you approve, with opt-out honoured on every message. We don't run automated AI cold calls to consumers.
Services
Services inside Sales Desk
Sales Follow-up & CRM Updates
Consistent sales follow-up and accurate CRM records, so every lead has a clear next step and nothing goes cold.
Get a quote for Sales Follow-up & CRM Updates Details: Sales Follow-up & CRM Updates
Cold Calling & Appointment Setting
Researched, respectful cold calling that books qualified appointments straight into your sales team's calendar.
Get a quote for Cold Calling & Appointment Setting Details: Cold Calling & Appointment Setting
Lead Generation & Dispatching Services
We capture and qualify incoming leads, then dispatch each one to the right salesperson, technician or team without delay.
Get a quote for Lead Generation & Dispatching Services Details: Lead Generation & Dispatching Services
CRM Setup & Sales Automation
CRM setup with clear pipelines, lead routing and automated follow-ups, configured around how your team actually sells.
Get a quote for CRM Setup & Sales Automation Details: CRM Setup & Sales Automation
GoHighLevel CRM Setup & Automation
We set up GoHighLevel end to end, from pipelines and workflows to calendars, messaging, snapshots, and migration from your old CRM.
Get a quote for GoHighLevel CRM Setup & Automation Details: GoHighLevel CRM Setup & Automation
FAQ
Sales Desk questions
Do I need a new CRM?
No. We work in yours, or set up GoHighLevel or HubSpot if you don't have one, and move your existing leads across.
Who are the callers?
Trained members of our team who follow your script and log every call in your CRM, so you can see exactly who was called and what was agreed.
What does the follow-up sound like?
Short, friendly messages from your business name, never pushy. You approve every sequence before launch, and any reply stops the sequence for that lead.
Talk to us about Sales Desk
A free 15-minute call to understand what's slipping through the cracks. You'll leave with the department that fixes it first and what it costs, whether or not you work with us.
