Clean CRM structure
Contacts, companies, opportunities, stages, ownership, and routing aligned with the real sales process.
One source of truth. Fewer surprises.
Growing teams often accumulate tools faster than they establish a system. Marketing, sales, the website, email, and analytics each report a different version of the customer journey.
Built fixes the middle by defining the data model, lifecycle stages, events, attribution rules, handoffs, and automations the tools need to share.
The result is a stack the team understands, reporting it can trust, and documented workflows that do not depend on one specialist remembering how everything connects.
Built connected the website, quote experience, analytics, and search strategy into one system we can actually use.
A stack that supports decisions.
Reliable measurement
GA4, tag management, conversion events, attribution, and dashboards connected to meaningful actions.
Working automation
Lead capture, nurture, notifications, segmentation, and handoffs designed around the customer lifecycle.
Documented governance
Definitions, workflows, permissions, and operating guidance the team can maintain.
How a systems engagement runs.
Map the Current Stack
We inventory tools, data, definitions, handoffs, reporting, ownership, and known failure points.
Design the System
We define the target data model, lifecycle, events, integrations, and reporting logic.
Connect & Configure
Platforms, forms, automations, tracking, and dashboards are implemented and tested.
Train & Improve
We document the system, train the team, monitor usage, and refine what creates friction.
Strategy in action
View all work Real results. Lasting impact.
eCommerce · CRM + Automation
Dan’s Performance Parts
Disconnected commerce workflows consolidated into a more manageable operating system.
View project
Insurance · HubSpot + Lead Operations
Worldwide Transit Insurance
Digital acquisition and lead handling connected for a complex global insurance business.
View project
Aviation · Analytics + Attribution
TruNorth Jets
Lead generation, quote activity, and search visibility connected around qualified inquiries.
View projectWhat teams ask about marketing systems.
Do we need to replace our current tools?
Not necessarily. The first step is determining whether the problem is the platform, configuration, data model, integration, or process. Often the existing stack can be simplified and repaired.
Which CRM platforms do you support?
Built has experience with Salesforce, HubSpot, and other CRM and marketing automation platforms. Scope is based on the actual workflow and integration requirements.
Can you repair our GA4 and conversion tracking?
Yes. We audit events, tag management, form and commerce tracking, referral behavior, consent, attribution, and reporting before implementing a cleaner measurement plan.
Will you document and train our team?
Yes. Documentation, definitions, workflow diagrams, and team training are core deliverables.
