Nathan Householderfor owner-run businesses that sell through conversations

Your lead and client systems:Built.Run.Watched.

  • one fixed price, agreed before I start
  • the follow-up goes out whether anyone remembered or not
  • every lead path tested, so a break gets caught early

When the system behind your leads, orders or clients breaks, is being shut off, or was set up by someone who left, I figure out what’s wrong, fix it for one fixed price, and keep an eye on it afterward.

For businesses that sell through reps, phone calls, quotes and recurring orders, usually with no tech person on staff, and a CRM like Keap, HubSpot or HighLevel holding it all together. Mostly.

The system nobody understands anymore.

Notes · edited Sunday, 10:48 pm

this week

  • orders not showing up in the CRM again??
  • website leads, is anyone answering these?
  • email from Keap about some API thing
  • who set up the follow-up emails? (Jake, before he left?)

Sound familiar? Here’s the same week once it’s fixed and watched.

It usually happens the same way. Somebody set up the CRM a few years ago. Somebody else connected the online store to it. A freelancer built the follow-up emails and moved on. It worked, mostly, until it didn’t.

Now orders stop syncing for no clear reason. Leads come in with no status, so nobody follows up. There’s an email from the CRM company about an API you’ve never heard of. And there’s no tech person down the hall to ask.

That’s the job I do. I figure out what’s wrong, fix it for a fixed price, and keep an eye on it, so leads and orders stop falling through the cracks and you can get back to running the business.

Once it’s fixed

It gets watched. You get a note.

The same week, after. Problems get caught and handled, and the one decision that needs you says so.

  • While you were out

    To
    You
    From
    Order sync
    When
    Tue, 2:14 pm
    • Handled (checked)
    • Please call
    • Needs you
    Message

    Orders from your online store stopped reaching the CRM after the store changed a setting. Reconnected. The 6 orders it missed are in.

  • While you were out

    To
    You
    From
    Website form
    When
    Sat, 9:12 pm
    • Handled (checked)
    • Please call
    • Needs you
    Message

    A quote request came in after hours. They got an answer in under a minute with your booking link, and booked Monday at 10.

  • While you were out

    To
    You
    From
    Lead path test
    When
    Wed, 7:00 am
    • Handled (checked)
    • Please call
    • Needs you
    Message

    Sent a test lead through the website, the Facebook form and the phone line. All three landed in the right place, with the right source.

  • While you were out

    To
    You
    From
    Keap
    When
    Thu, 4:15 pm
    • Handled
    • Please call
    • Needs you (checked)
    Message

    Keap is ending support for the API two of your connections use. Both are on the fix list with a price. That decision is yours.

An illustration. Your setup will be different, which is why it starts with a check-up.

How it goes

Find the leaks, fix them for one price, then keep watching.

How a lead becomes a repeat customer, and where it leaksAn illustration
The map with holes in itA line runs through six stages: a lead comes in, gets an answer, gets a quote, orders, gets billed, and orders again. It breaks in three places where customers are lost: no reply for two days, a quote that went cold, and an order that never synced. Gold bridges over each break show the fix: an answer in under a minute, follow-up on day 2 and day 7, and a sync that's watched.no reply for two daysanswered in under a minutequote went coldfollow-up on day 2 and 7order never syncedsync watchedLead comes inGets an answerGets a quoteOrdersGets billedOrders again
  1. Lead comes inleaks here: no reply for two daysfix: answered in under a minute
  2. Gets an answer
  3. Gets a quoteleaks here: quote went coldfix: follow-up on day 2 and 7
  4. Ordersleaks here: order never syncedfix: sync watched
  5. Gets billed
  6. Orders again
  • where it leaks
  • the fix
  1. The check-up

    I go through your actual system, with access you grant me (never your passwords), and count what’s leaking. You get a one-page leak report, a dated list of what’s about to break, and one fixed price to fix it.

    You: grant access, then a 30–45 minute review

  2. The fix

    The Systems Rescue: an audit, a fix list, and the one migration or rebuild that matters most. One fixed price, half up front, agreed before I start.

    Me: the fixing

  3. Watching it

    Every lead path gets tested on a schedule, so a broken sync or a lost lead gets caught early. Each month you get a short report on what was checked and what was caught.

    Me: the watching

  4. What’s next

    When you want more built, Ops Care gives you a prepaid monthly build budget at a lower rate, with a check-in each quarter.

    Both of us: once a quarter

More about the Systems Rescue

A few things I’ve built and fixed

I describe clients by what they do, not by name. I don’t put anyone’s business on my website without asking.

See all the work

  • A car-wash chemical, equipment and service company

    A CRM rebuilt around how they actually run

    Sites, chemicals, equipment, work orders and orders in one system, with every online-store order syncing in on its own and service requests ranked by priority.

    CRM rebuild · online store order sync · service tickets · 9 custom record types

  • A title company with a field sales team

    A phone app that plans each rep’s day

    It pulls each rep’s appointments and tasks from the CRM and puts the in-person stops in the best driving order, around the appointments that can’t move.

    custom app · CRM integration · route ordering · maps

  • An author and retirement-transition mentor

    A quiz that starts the right follow-up in Keap

    Nine questions sort each person into one of three results, tag them in Keap, show the matching results page and start the matching email series.

    Keap · quiz · tagging · email series

Start with the check-up.

Before anybody quotes you a fix, find out what’s actually leaking. I go through your system, count the leaks, flag what’s about to break, and give you one fixed price to fix it.

It’s $1,500, and the full $1,500 comes off the fix if you go ahead within 30 days.

Revenue Leak Check-up$1,500

  • Where it’s slipping, countedincl.
  • Every tool you pay for: keep or cutincl.
  • What’s about to break, with datesincl.
  • One fixed price for the fixincl.

Go ahead within 30 days−$1,500

Credited in full toward the fix.

It’s just me.

I’m Nathan Householder. I started building automations in Infusionsoft, now Keap, back in high school, and I’ve spent about ten years in the systems businesses keep their customers in.

I’m a problem solver at heart. Most people who reach out say some version of “I don’t know how this works. Help me figure it out.” Honestly, that’s the fun part.

You work with me directly. I’ll tell you what I’m fixing and what it costs before I start, and I’ll tell you straight when something isn’t worth fixing.

What I want you to have at the end is peace of mind, and confidence that everything’s working the way it should.

— Nathan

More about me