CRM & Local Setup
A static CRM and local-business setup mockup for a service business that needs better intake, faster follow-up, and stronger local search foundations.
Scenario
The business gets leads from calls, forms, DMs, and Google, but follow-up is inconsistent. Local profiles, review requests, booking steps, and customer status are scattered.
Mockup artifacts
CRM & Local Setup
- Lead pipeline stages from new inquiry to booked, no-show, won, lost, and follow-up.
- Google Business Profile readiness checklist for categories, services, photos, links, posts, and review flow.
- SMS and email automation examples for first response, missed call, estimate reminder, booking confirmation, and review request.
- Local setup map tying forms, phone calls, DMs, GBP, website, CRM, and reporting into one operating flow.
What this shows
Operational marketing setup for local businesses: CRM structure, lead routing, Google Business readiness, follow-up automation, and review-generation workflow.
Concept work built to show Cloud9 Lab's CRM and local setup process. Sample scenario. No client engagement or results implied.
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