Recommended tools
| Tool | Role | Cost signal | Profile |
|---|---|---|---|
| Tally Core | Lead intake form | Generous free plan; paid tier for advanced needs | View |
| Calendly Core | Call scheduling | Free entry plan; paid tiers for teams and automation | View |
| Notion Core | Client workspace and SOPs | Free entry plan; paid tiers by seats and features | View |
| ClickUp Optional | Task tracking | Free entry plan; paid tiers by seats and features | View |
| Stripe Optional | Invoices and payments | Transaction-based pricing | View |
Setup order
- 1 Create one lead intake form.
- 2 Add calendar booking for qualified leads.
- 3 Build a simple client pipeline.
- 4 Create reusable onboarding and delivery checklists.
- 5 Add payment links once the offer is clear.
Warnings
Watch: Do not overbuild a CRM before you have steady leads.
Watch: Keep client files and access permissions organized from day one.