Technical marketing & systems
Micheal Golliet
CEO & Growth Strategist
Micheal connects marketing strategy with the systems that capture, route and follow up on customer inquiries.
Explore Micheal’s experienceAI & Business Automation
CRM Implementation & Sales Pipeline Management
Give every inquiry a clear next step.
CRM and sales operations organize inquiries from first contact through qualification, proposal, follow-up and handoff. We configure an agreed system or build a focused tool when the workflow calls for it, then help staff run the process with people owning customer decisions and exceptions.
Discuss this serviceExplore the scopeExplore Sales & Customer OperationsKeep each inquiry moving with an owner.
Routine routing supports a timely human response and a visible next step.
- Inquiry received
- Qualified and routed
- Human follow-up
- Decision and handoff
The pipeline shows who owns the next customer conversation.
Connect at the signal layer.
CRM & Sales Operations works in the signal layer. Strata Modus raises the information floor, from the physical layer to the digital surface.
- ConvertThe digital surface
Where buyers search, ask AI and decide who to call: your website, Google, AI answers and campaigns.
Marketing & AdvertisingWeb Design, Development & CRO - ConnectThe signal layer
How an inquiry reaches a person: AI voice, missed-call text back, intake, CRM and follow-up.
AI & Business Automation - BuildThe operating structure
The systems the work runs on: strategy, software, technology and the integrations between them.
Strategy & Fractional LeadershipCustom Software & IntegrationsTechnology Consulting - UnearthThe physical layer
The work itself: crews, jobs, records, compliance and the numbers behind them.
Compliance & Operational ReadinessBookkeeping & Payroll
The expertise behind the work
Build the handoff around real conversations.
Marketing and sales responsibilities shape the CRM, from the first inquiry to the next customer conversation.
The business opportunity
CRM & Sales Operations,
with a clear purpose.
A new inquiry may begin in a call, web form or email, then disappear into an inbox or spreadsheet. Without clear pipeline stages, ownership and follow-up rules, prospects get uneven responses and owners cannot see which work is likely to fit.
Give sales a pipeline that reflects the services you want to sell and the work your team can deliver. Routine reminders and routing can run automatically while a salesperson decides fit, answers concerns and maintains the customer relationship.
Build growth you keep.
Start with our infrastructure. Strengthen the assets in your business.
Strata tools & networks
See the ownership pathway Your retained assets
Documented workflows, configurations and operating instructions.
Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.
The engagement
What we build
with your business.
A defined scope gives your team a clear picture of the work and what it needs to operate.
Sales process map
Define inquiry sources, qualification steps, handoffs, owners and the decisions that need human review.
CRM configuration
Set up agreed stages, fields, permissions and views in the selected system.
Routing and follow-up workflow
Configure approved reminders and assignments, with a clear route for exceptions and customer questions.
Team guide and pipeline review
Prepare practical usage guidance and a view of inquiry status, follow-up and open decisions.
From first conversation to working system
How the work moves.
- 01
Trace the inquiry path
Review how prospects find you, what information staff need and how a lead becomes a job.
- 02
Set stages and ownership
Agree on pipeline terms, response responsibilities, permissions and qualification questions.
- 03
Configure the workflow
Build the CRM views and routine follow-up steps within the approved scope.
- 04
Practice with the team
Walk through realistic inquiries, exceptions and handoffs before staff use the process.
Before we begin
Useful questions.
We’ll refine the details around your business in the first conversation.
Can you improve a CRM we already use?
Yes. We review the current setup, data and access first, then scope changes around the sales process your team actually follows.
Can automation handle sales follow-up?
It can route work and prompt a timely response under agreed rules. A person remains responsible for qualifying the opportunity, answering customer questions and deciding what to offer.
Will you connect our website, calls or accounting tools?
We assess the available options during consultation. The proposal identifies any supported connection, required access and remaining manual steps before implementation.
How is the work scoped and priced?
Pricing follows a consultation about inquiry volume, workflow complexity, data cleanup, selected tools, implementation and any ongoing support.
Make the next decision with context
From the service to your business decision.
Explore the business growth FAQ ↗Meet the people.
Define the work.
Consultation-scoped pricing
This work is scoped separately after consultation. Your proposal defines implementation, responsibilities and any ongoing support.
Read the pricing and scope termsDiscuss the work for your businessStart with your business
Put CRM & Sales Operations to work.
Tell us what needs to improve and what you use today. We can help plan the change, build the solution and provide ongoing support, with responsibilities and pricing agreed in your proposal.