Make your tools actually talk to each other.
CRM consultant for small and midsize companies. We handle CRM implementation and the software around it, so it's set up, connected, and in daily use by your team.
Two exits. One company taken public.
A CRM consultant sets up a customer relationship management system so it fits how the business really sells: pipeline, contacts, follow-up, and reporting, with existing data moved in and the team trained. Lockhold scopes the CRM implementation, builds it, and stays until it's in daily use. The same goes for the other software you run on.
11%
monthly growth after the systems went live
For a brand-new fitness studio, we set up the booking software and connected it to the website and the email and SMS marketing. It went from a $0 start to $15k a month in sales.
CRM implementation: what we set up
- Pipeline and stages: built around how you actually sell, not a default template.
- Contacts and data: existing lists cleaned up and moved in, so there's one record per customer.
- Follow-up: reminders, tasks, and sequences so leads don't sit.
- Reporting: the few pipeline numbers you need each week.
Beyond the CRM: the rest of your software
- Operations tools: project, inventory, and support software configured and connected.
- Integrations: the tools you already have, talking to each other, so nobody re-keys data.
- Training and handoff: short SOPs so your team runs it without you.
How engagements work
- Set scope. In writing, before work starts.
- Fixed price. No open-ended hourly billing.
- Run until done. Finished when your team runs it without you.
Who's behind it
Joe, founder. He started his first company at 24 with no investors, built it on cash flow, and sold it in a seven-figure deal. He has raised over $30M from investors, built a team of 50+, run contract manufacturing for other brands, and helped take a company from an idea to a public listing. Products he built reached 50,000+ U.S. stores and 26 countries.
Ro runs the client experience. No handoffs: the people you meet are the people who do the work. Meet the team.
“I had so much running in the company under different umbrella systems. And the systems just did not communicate with each other. … We really improved the flow.”
Getting your business out of your head
Move the processes, decisions and know-how into tools your team can use. One page, ready to print or share with your team.
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Guides for this work
How to automate business processes
Which processes to automate first, how AI automation fits, and a step-by-step way to automate without breaking what works.
Read the guide Guide
What to automate after the first three
Status updates, data moves, follow-ups, reports and exceptions, and how to choose the next one.
Read the guide Guide
Claude Code for small business: what it actually builds
What it is, what it is good for, what it is not for, and how to start safely.
Read the guideThe Blueprint
Three full days at your business, working with you and the people who run each area. On the last day we lay out what’s broken, what it costs, and the order to fix it. You get a written plan within a week. From $7,500, travel included. Monthly support is quoted after, once we both know the work.
- 3 full days on site (U.S.)
- Travel included
- Written plan within a week
- From $7,500
Questions about CRM and software implementation
What does a software implementation consultant do?
They set up a new system so it fits the business, move the data, connect it to other tools, and train the team.
Do you do CRM implementation?
Yes. CRM setup and cleanup is a common scope: pipeline, follow-up, and reporting built around how you sell.
Which software do you work with?
Whatever fits the job. We'll recommend keeping what you already pay for when it can do the work.
What is a CRM?
A CRM (customer relationship management system) is software that keeps your contacts, deals, and conversations in one place, so follow-up doesn't depend on memory or spreadsheets.
What is CRM implementation?
CRM implementation is setting up a CRM around how a business actually sells: pipeline stages, contacts and data, follow-up, and reporting. It also covers moving existing data in and training the team to use it.
How do I choose a CRM?
Start with how you sell, not with features: your sales steps, who will use it, and which tools it has to connect to. Pick the simplest option that fits those, check what it will cost as you grow, and test it with your real data before you commit.
What is software implementation?
Software implementation is the work of getting a new tool into daily use: configuring it, moving the data in, connecting it to other systems, and training the team. It's finished when people use it, not when the account is created.
How do I implement new software in a business?
Define what the tool needs to do and who owns it, set it up around your real process, move the data in, connect it to your other tools, and train the team with short written steps. A few weeks later, check that it's actually being used and fix what isn't working.
What tool is sitting half set up?
A few lines is enough. If it's a fit, we'll come back with a scope.
Scope your project