We build the lead capture, follow-up, booking, proposal and payment systems that turn referrals, marketing and events into a steady pipeline of signed clients, without anyone chasing leads by hand.
Capture
Every inquiry captured, qualified & booked.
Follow-up
Not-ready-yet leads stay warm automatically.
Close
Proposals signed & paid without the back-and-forth.
The short answer
Be Known builds client acquisition systems for professional service firms, coaches and consultants. We connect lead capture and intake, instant response, consultation booking, follow-up and nurture, proposals, contracts and payments, and pipeline reporting, plus webinar and event systems for firms that sell through education, so more of the interest you already generate turns into signed, paying clients.
Referrals, marketing & eventsBuilt inside your CRMFrom inquiry to signed client
The cost of doing it by hand
Without client acquisition systems, most firms grow on referrals and reputation alone. That works, until leads start arriving faster than one person can follow up.
An inquiry sits in an inbox for a day. By the time someone replies, the prospect has booked with the firm that answered first.
Scheduling runs on email back-and-forth, and prospects who don’t book right away are never followed up with again.
Missed consultations and not-ready-yet prospects quietly disappear because follow-up depends on someone remembering.
A verbal “yes” turns into days of chasing signatures and payments before the work can start.
Every lead runs through one person’s calendar and memory, so the pipeline stalls whenever they’re busy delivering.
Without clear reporting, you can’t see which referral sources, campaigns or events actually produce clients.
What we build
Each of our client acquisition systems works on its own, and they’re designed to connect, so every lead moves from first touch to signed client without falling through the cracks.
01
Every inquiry from your site, phone, ads, events and referrals is captured, qualified and routed in one place.
02
Qualified prospects book straight onto the right calendar, with reminders that cut no-shows.
03
Consistent, personal-feeling follow-up keeps not-ready-yet prospects warm until they are ready.
04
A “yes” turns into a signed agreement and a paid invoice automatically, then kicks off onboarding.
05
For firms that sell through education: webinars, workshops and seminars that pre-sell a room of prospects at once.
06
See every lead’s stage and which sources, campaigns and referral partners actually produce clients.
How a build comes together
An illustrative example of how we build client acquisition systems. Every real build is scoped to the firm, its offers and its tools.
01
We trace every way a prospect reaches you, referrals, site, phone, events, ads, and find where they wait, drop off or get forgotten.
02
We connect every source to one CRM pipeline with instant response, booking, reminders, follow-up, proposals and payments.
03
Your team gets walkthroughs and SOPs, and a simple dashboard shows what’s converting so we can tune the system over time.
Tools we build with
GoHighLevelHubSpotPipedriveCalendlyStripePandaDocDocuSignMeta & Google AdsZoomMicrosoft 365Google WorkspaceZapier & Make
Proof
15-18 hrs/wk recaptured
Laura Cowan, Lifestyle Legal Coaching
Client Onboarding, Client Delivery & Custom AI
0 sales calls the founder reviews
AI Sales Ops, Founder-led sales team
Custom AI Tools & Apps
$7.03M revenue since 2020
Brad Blazar, Coaching & consulting firm
Lead Capture, Follow-Up & Webinar Systems
$1.7M in 18 months
Michelle Cunningham, Sales training
Webinar & Event Systems
How it works
We don’t sell a template or a software license. We look at how your firm actually runs, how clients find you, how work gets delivered, where your team loses hours, then build the few systems that fix the biggest leaks first.
01
A free consultation and systems review. We map where leads, time and revenue slip through, from first inquiry to final invoice, and rank what to build first by impact.
02
We design, build and connect the systems inside the tools you already use (or better ones where it matters), tested with real clients and real data before anything goes live.
03
Your team gets walkthroughs and documentation so the systems actually get used. Ongoing support and optimization are available, so your systems keep improving as the firm grows.
FAQ
It’s the connected set of tools and automations that turns interest into signed clients: capturing and qualifying inquiries, responding instantly, booking consultations, following up, sending proposals and collecting payment, and reporting on what’s working. Instead of depending on one person’s inbox and memory, every lead moves through the same reliable process.
Our focus is the system that converts the interest you already have, referrals, website traffic, events and existing marketing. For firms that sell through education, we also build and promote webinar and event campaigns, including paid ads.
Yes, referral-driven firms often benefit most. Referred prospects expect a fast, professional response, and a good system makes sure every referral is followed up, booked and tracked back to the person who sent it.
We build inside the CRM you already use when it’s a good fit, including GoHighLevel and HubSpot, and connect it to your practice management, calendar and billing tools. If you don’t have one yet, we’ll recommend the right fit for your firm.
Most client acquisition systems start at $1,500 for a focused system like lead capture and instant response. Full client acquisition build-outs typically range up to $25,000. You get a fixed quote before any work starts.
Book a free consultation about client acquisition systems. We’ll map where prospects slip away between first inquiry and signed client, and show you the first system we’d build.
