StratBuild CRM
Contacts, conversations, opportunities, calendars, and follow-up in one customer workspace.
Growth operating system / Established service businesses
Follow up.
Recover opportunities.
Bring customers back.
A CRM foundation with standard recovery and reactivation systems, practical business guidance, and a community to help you put it to work.
The demo uses fictional data and illustrates a broader system. The membership scope below defines what is included.
One customer workspaceStandard follow-upHuman-approved reactivationGuidance and community
What is included
Useful systems.
A clear place to work.
Built around the inquiries and customer relationships you already have. Configuration follows your approved business rules and the capabilities of your connected providers.
RecaptureIQ
Standard CRM workflows for recent missed opportunities, unbooked inquiries, and no-shows, configured around your connected providers.
ReviveOS
Templates and standard workflows for approved reactivation of eligible dormant leads and past customers.
Business Brain
Your services, offers, tone, hours, policies, and escalation rules organized as shared operating context.
Growth Coach
Practical guidance, reusable instructions, and resources for using and improving the standard system.
Community & Training
A resource library, community access, and a scheduled monthly group session to support implementation and learning.
Standard implementation
Set up around your business.
A defined installation replaces guesswork. We confirm your first operating path and responsibilities before customer-facing activation.
Build the Business Brain
Confirm your services, business details, tone, hours, policies, and escalation rules. Agree the standard installation scope.
Set the operating rules
Configure the CRM, supported phone and email connections, booking rules, and approved standard follow-up workflows.
Walk through the system
Test the agreed path, verify handoffs and suppression, and show the owner how to operate and review it.
Support that fits the membership
Learn to use the system.
Business Brain resources keep your business context organized. Growth Coach guidance and reusable instructions help you choose and operate the next useful improvement. Community access, a resource library, and a scheduled monthly group session support continued learning.
Support covers the installed standard system within an agreed service scope. Individual consulting, unlimited customization, and running your sales conversations are separate.
Before the next step
A few useful answers.
What is included in the $197 membership?
A StratBuild CRM workspace powered by HighLevel, standard recovery and reactivation workflows, Business Brain resources, Growth Coach guidance, and defined community and training access. Communications, optional AI, and other metered services are separate.
What does standard implementation cost?
Standard implementation is $1,000 one time. It covers the agreed business configuration, phone and email connections, booking rules, standard workflows, testing, and an owner walkthrough. The first month plus standard implementation totals $1,197 before any applicable usage or taxes. Migrations, custom integrations, and additional locations are separately scoped.
Are RecaptureIQ and ReviveOS separate applications?
They are branded recovery and reactivation systems delivered through configured CRM workflows. RecaptureIQ addresses recent missed opportunities; ReviveOS supports approved outreach to eligible dormant leads and past customers. Provider connections and business rules are checked during implementation.
Does this include unlimited consulting or AI usage?
No. Growth Coach guidance, standard-system support, and scheduled group training are bounded resources. Personal fractional leadership, substantial custom work, communications, third-party subscriptions, and optional AI usage are separately scoped or billed.
Are ProspectIQ and Narratiq included in this membership?
The new $197 membership does not include ProspectIQ or Narratiq subscriptions. It focuses on CRM operations, recovery, reactivation, guidance, and community. Existing customers retain the terms of their individual agreements.
Are the demo figures actual customer results?
No. The interactive demo uses fictional sample data and may illustrate broader capabilities than the $197 package. Your proposal and the scope on this page define the membership inclusions.
Start with the operating need
Is Growth OS the right foundation for you?
Review your current follow-up, existing tools, and standard installation requirements before enrollment. $197/month plus $1,000 standard implementation. Usage is separate.