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More room to
run your business.

From construction websites to solar intake automation, we help small businesses connect the journey from first inquiry to the work that follows.

Talk about your business
  1. InquiryBring requests together
  2. Follow-upMake the next step clear
  3. DeliveryKeep the team in sync
  4. ReportingSee how work is going

Your team. Your systems. A better connection.

Small business technology that connects the whole customer journey.

A good website is only one part of the process. Someone still needs to receive the inquiry, follow up, deliver the work, and keep the records current. We help connect those steps around the people and tools you already have.

Where the friction shows up

  • Website inquiries with no clear owner or next action.
  • Advertising and organic visitors reaching a page that does not guide them to contact.
  • Customer information scattered across email, spreadsheets, and business apps.
  • Hours spent repeating scheduling, follow-up, or reporting tasks.

Available remotely, nationwide.

Practical improvements for a busy team

Less to chase.
More time to build.

  1. Everyday process & automation

    Take repetitive steps off your plate.

    Map work such as scheduling, approvals, and invoice handoffs. Connect the steps that repeat, with clear ownership when a person needs to step in.

  2. Customer follow-up

    Give each customer a clear next step.

    Bring inquiries from your website, email, and other channels into a shared process. Organize customer records, assign follow-up, and make the status visible to your team.

  3. Websites, lead funnels & connected tools

    Give visitors a clear path to becoming an inquiry.

    Build websites and lead funnels for advertising and organic traffic, then connect the next step to the tools your team uses. Review existing systems and plan changes around your budget.

    • Clear service pages, contact paths, and inquiry forms.
    • A plan for routing inquiries and reviewing follow-up.

  4. Practical AI for daily work

    Start with a useful, manageable use case.

    Explore assistance with routine drafts, summaries, and finding internal information. Define what can be shared, who reviews the output, and when a simpler automation is enough.

  5. Reporting & data hygiene

    Know what is happening without rebuilding a spreadsheet.

    Clean up duplicate customer records, standardize key fields, and connect information across tools. Build useful views of inquiries, work in progress, and follow-up.

Technology consulting built around your team, priorities, and budget.

Selected client work

Real businesses.
Practical work.

01Completed

Construction · Websites & lead funnels

Two websites. Active paths from visit to inquiry.

Created two websites for a construction business, with active lead funnels for visitors arriving through advertising and organic channels.

The need
The construction business needed websites that give prospective clients a path to make an inquiry.
Our work
We created two websites with lead funnels that accommodate both advertising traffic and visitors finding the business organically.
The result
Both websites have been created, and the lead funnels are active.
02Completed

Solar · Intake automation

An automated intake funnel for a solar business.

Automated a solar business’s entire client intake funnel, connecting the steps from a new inquiry through intake.

The need
The solar business needed its intake funnel to work as one connected process.
Our work
We built the automation across its client intake funnel so the business could handle incoming inquiries through a connected workflow.
The result
The intake funnel automation is complete.

Before we get started

Questions about small business consulting.

A clearer picture of the work, the process, and where to begin.

Can you build a website and the lead funnel behind it?

Yes. Website and lead-funnel work can include service pages, clear contact paths, inquiry forms, and the next steps after a visitor gets in touch. We look at how people arrive through advertising or organic search and how the business will handle their inquiries.

Do we need a new CRM or more software subscriptions?

Not necessarily. We review your current tools and recurring costs before recommending changes. A better configuration or a small connection between systems may be enough. When a new tool is useful, we explain the tradeoffs and ongoing costs before implementation.

Can we start with one problem rather than a large project?

Yes. A single follow-up process, a lead funnel, or a recurring reporting task can be a sensible first engagement. We define what is included, what depends on other systems, and how your team will decide whether the change is useful.

How do you measure whether the work is helping?

We agree on measures before implementation where possible: inquiry volume by source, time to follow up, completed handoffs, or time spent on a repetitive task. Results depend on the starting process and the business; we do not promise a fixed number of leads or a guaranteed search ranking.

Can you work with our business remotely?

Yes. We work with small businesses nationwide through remote discovery, implementation, and training. We will discuss who should be involved and what system access is needed before work begins.

Let’s make work work better.

Tell us what takes more time than it should. We’ll look at your day-to-day work, the tools you use, and a practical place to start.

Start a conversation newclient@erfaniangroup.com