We set up the CRM and follow-up systems that keep every lead moving — so nothing falls through the cracks, even on your busiest weeks.
We'll follow up within one business day to see if it's a fit.
Most independent producers are tracking leads in their head, in a notebook, or in a CRM they set up once and never finished. It works — until it doesn't. A missed follow-up doesn't feel like a loss in the moment. It feels like nothing at all. That's the problem. We build the systems that make sure nothing gets missed, whether you're managing 50 leads or 500.
A lead comes in, you mean to call them back, and three other things happen that day. By the time you remember, they've already talked to someone else.
A lot of producers have HubSpot, Zoho, or something similar — half set up, mostly ignored. Contacts pile up with no next step attached to them.
Without knowing which source is working — referrals, LinkedIn, a website form — you can't tell what to double down on and what to stop wasting time on.
Every Grow engagement starts with a discovery and audit session — we can't scope this honestly without understanding how you work today, what you're already using, and where things are actually breaking down.
Whether you're starting from nothing or fixing something that's half-built, we set up a CRM that reflects how you actually sell — clear pipeline stages, contact records that make sense, and no clutter.
Every lead gets a consistent, timely follow-up without you lifting a finger. Email sequences, reminders, and next-step prompts that run whether you're in a client meeting or on vacation.
List-building and outreach — LinkedIn, targeted email campaigns — to bring in qualified prospects who fit your practice, not just anyone.
A clear view of where your leads come from and what's actually converting, so decisions about where to spend your time and money are based on data, not gut feel.
Not sure what stage you're at? Let's talk it through.
At Sky Gem, we rebuilt our own CRM and follow-up process from the ground up — and it changed how consistently we stayed in front of leads and clients. That experience is the foundation of every Grow engagement we run.
Grow engagements start with a paid discovery and audit session, since CRM and follow-up work varies enormously depending on what you already have in place. From there, most engagements include both a one-time setup and an ongoing management component. All Grow engagements are part of the Sky Gem Broker Advisory program, which starts at $2,000.
We'll scope it honestly after the audit. If it's not the right fit, we'll tell you that too.
Begins with a paid discovery and audit session — scoped honestly from there.
Three fields, no commitment.
A pipeline that runs on memory is a pipeline with holes in it. We'll help you close them — starting with a conversation about where things stand today.
We'll take it from here. Expect to hear from us within one business day.