lifefitness.com
fitness
47%↗
Attributed leads
Every rep request now traces to its source
Smart Ops
A CRM your team trusts, and AI that runs on top of it
I design the funnel, build the CRM, wire the tracking, and add AI once the data underneath is clean enough to support it.
Is this you?
If your systems don't talk to each other, you can't see what's actually making money.
- 01
New to the CRM
Just signed up and need someone to set it up right.
→ Implementation - 02
Just bought it
You bought it but haven't launched - you need onboarding to get going.
→ Onboarding - 03
Portal's a mess
You've got a CRM, but it's misconfigured and no one's really using it.
→ Audit / Reset - 04
Up and running
The CRM is live, and you need someone to keep it evolving month to month.
→ Managed Services
- 01
Funnel and data design
Lifecycle stages, entry and exit criteria per stage, ownership and handoff rules between marketing, sales, and support, field and property definitions, and a deduplication plan.
- 02
CRM build
Pipeline setup or restructure, routing and assignment logic, workflow automation, email sequences, and integrations with your ads platforms, product data, billing, and support tools.
- 03
Tracking and reporting
GA4 and GTM wired to the CRM, offline conversion upload back to Google Ads and Meta, source and campaign attribution on every record, and dashboards leadership can read without asking for a rebuild.
- 04
AI systems
Lead scoring and enrichment, automatic call and email summaries written back to the record, intake and qualification agents, internal assistants that query CRM data, and AI-drafted follow-up that a human approves before it sends.
Five stages, in this order
- 01
Map
What you run now, what it costs, and where the gaps are.
- 02
Build
The CRM set up properly, using what you already pay for.
- 03
Connect
Your tools talking to each other, in both directions.
- 04
Automate
Follow-up, routing and internal workflows running without you.
- 05
Measure
Every lead traced to revenue, not just to a click.
License resale, then leave
If you want someone to resell you licenses and leave, hire a platform partner instead.
Spreadsheets stay the source of truth
If your team has already decided they will keep working in spreadsheets, a new CRM will not change that, and I will tell you so in the audit rather than after the build.
An AI demo for the board
If you want an AI demo to show the board, I am the wrong person. I build AI into systems that already have clean data behind them, because that is the only version that survives contact with your team.
Book a CRM audit
Send me your CRM, your current pipeline report, and one question your data cannot answer today. You get the audit document in two weeks.
Work with Tomas
Founder, SmartMetrics
20 years in marketing, CRO, CRM, and analytics, now with AI systems layered on top.
Get a project quote
You work with me directly, from scope to delivery.
Schedule a 15min Call