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.

Remote team · US, UK, Canada, Australia, NZ and EuropeHire us on Upwork

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 The CRM is three months out of date, so nobody knows who to call.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

Prices in USD. Two departments save 10% and three or more save 15% on the monthly fees.
  • Follow-Up

    $499 per month

    Setup $750

    • Lead and quote follow-up
    • CRM setup (GoHighLevel, HubSpot or yours): Basic
    • Pipeline report: Monthly
    Discuss Follow-Up
  • 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
    Discuss Pipeline
  • 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
    Discuss Full Desk

Add-ons

  • Extra calling hours: quoted on request
  • Cold outreach list building: quoted per batch of verified contacts
  • CRM migration from another system: quoted

Services

Services inside Sales Desk

This page is the overview; each service page has the details.

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.

Remote team · US, UK, Canada, Australia, NZ and EuropeHire us on Upwork