FX
FunnelXpertsAutomate · Capture · Grow
Ongoing CRM Management

Your pipeline doesn't stop evolving.
Neither should the people managing it.

Ongoing CRM management, optimization, and expansion from the same team that built your system. Month-to-month. No contracts. No handoffs to a junior account manager.

1/mo
New automation included
48 hrs
Update turnaround
Same-day
Support response
Month-to-month
No contracts
Retainer Dashboard, April 2025
Active
142
Leads processed
+23%
89
Pipeline bookings
+18%
847
Automation runs
0 fails
Completed This Month
Reactivation campaign built & launched
Follow-up timing optimised (+12% open rate)
New service line pipeline added
Review request sequence refreshed
847
Automation runs
0
Failures
<2h
Support response
The Problem

Where revenue slips through.

A CRM system isn't a one-time project. Your service offerings change. Seasons shift. New lead sources come online. New competitors appear. The Grow Retainer keeps your system aligned with your business as it actually operates, not as it did when the build was completed six months ago.

A system built six months ago isn't aligned to how your business operates today, your offers change, your services expand, and your pipeline doesn't reflect it.

Without ongoing management, automations drift: sequences fire on stale logic, integrations break, and leads fall through gaps nobody notices for weeks.

Monthly reports from an agency that didn't build your system are guesswork. They don't know what the data means or how to action it.

What You Get

Everything included in the engagement.

No scope creep, no hidden extras, every item below is delivered as part of this service.

Monthly Pipeline Review

Every conversion rate, bottleneck stage, and drop-off point reviewed monthly. Adjustments made, tested, and reported. Your pipeline tightens every month.

Automation Updates

New offers, seasonal campaigns, and service changes reflected in your automations within 48 hours of your request. No waiting on a development sprint.

New Automation Per Month

One new automation included every month, reactivation campaigns, new lead source integrations, new service sequences, seasonal promos. Your system keeps growing.

Performance Reporting

Monthly report: leads processed, follow-up rates, booking rates, pipeline value. Plain-English commentary on what's working and what isn't. No vanity metrics.

Priority Support

Same-day response on any system issue. No support tickets. No queue. Direct line to the team that built your system.

Monthly Strategy Call

30-minute call every month to review performance, agree on next month's priorities, and flag anything on the horizon. Proactive, not reactive.

How It Works

From first call to live system.

A clear process with a fixed timeline, no black-box agency work, no surprises at handoff.

Monthly Pipeline Review

We analyze the previous month's data, conversion rates at each stage, automation performance, lead source breakdown, revenue attributed to the pipeline.

Optimization

Adjustments to timing, messaging, pipeline stages, and automation logic based on what the data shows. Not guesswork, data-driven decisions every month.

New Build

One new automation or integration from your monthly brief. Built, tested, and launched within the month.

Report & Plan

Performance report delivered. Strategy call completed. Next month's priorities agreed. Repeat.

Real Results

Proof from real businesses.

Local service businesses already running this system.

Residential CleaningUS
All lead sources. One automated system.

Full GoHighLevel setup with 10-stage pipeline and multi-source capture.

10-stage
Automated pipeline
< 5 min
Estimate sent
0
Manual handoffs
Why FunnelXperts

The same team. Every month. No handoffs.

The people managing your retainer built your system. We don't hand you off to an account manager who has never touched your pipelines. That continuity is what makes your system compound instead of stagnate.

About our approach
01No templates. Ever.

Template installs look good in demos and break in production. Every pipeline, workflow, and automation is built around how your specific business operates.

02No subcontractors on core work.

Every engagement is led personally by our team. No account managers between you and the people doing the work.

03No lock-in.

Full documentation and 30-day support after every build. Your system runs independently from day one.

04Zero client churn.

Not a metric we display as a badge. A result of building systems that actually work for the businesses they are built for.

System Health
Live
0%
Client churn
42s
Avg. lead response
100%
Follow-up coverage
30d
Post-launch support
Live activity
ThumbtackJohn D.AI respondedin 42s
YelpSarah M.Estimate sentauto-generated
WebsiteMarcus T.Job bookedpipeline closed
47 leads todaychecked 0s ago
All systems operational
Common Questions

Questions worth asking.

Still have questions? The free systems review answers everything specific to your setup.

Yes, the Grow Retainer is for clients with an existing FX-built system. We don't manage systems we didn't build because we can't guarantee performance of someone else's architecture.

Free · No commitment · 24h turnaround

Your leads are slipping through the cracks.

Book a free systems review. We'll map exactly where you're losing revenue and what it takes to fix it, before any commitment.

No credit card
Reply within 24h
No lock-in contracts
12
Clients
0%
Churn
< 60s
AI response
100%
Follow-up
Recent Activity
Live
WebsiteMarcus T.Booked a recurring jobjust now
ThumbtackAmy C.Estimate sent in 38s1 min ago
GooglePriya S.AI responded in 29s2 min ago
YelpChris B.Follow-up sequence started3 min ago
Live system activityView all case studies
CRM Management Retainer for Local Service Businesses, FunnelXperts | FunnelXperts