One integrated system. Not a menu of services.
Corlan doesn't sell services à la carte. We work the full path a lead takes from first visit to renewed client, because fixing one stage in isolation rarely fixes the actual problem.
Website & Landing Pages
Conversion-focused pages built to feed a system, not stand alone. Scoped as part of funnel fixes identified in the audit.
CRM
The system of record. Setup, cleanup, or full rebuild across HubSpot, GoHighLevel, Salesforce, or Close. Whichever fits.
Email & Lifecycle Automation
Sequences that reflect where a lead actually is in the journey, not generic drip campaigns.
Lead Management
Routing, scoring, and follow-up discipline so leads don't sit untouched.
Sales Conversion
Pipeline structure, sales process, and the commercial judgment to know what's actually blocking a close.
Retention
Onboarding, renewal and expansion workflows, and churn-signal automation. So growth doesn't leak out the back door.
Reporting & Attribution
Running underneath all six stages, so you can see what's actually working, in one view leadership trusts.
AI Automation
Applied only where it removes real manual work, like an automation that drafts the follow-up the moment a lead goes cold. Never sold as a feature for its own sake.
Inside the CRM Work
What actually gets built.
"CRM work" is vague everywhere else, so here's the specific list. This is what lands in your portal, on HubSpot, Salesforce, Close, or GoHighLevel.
Funnel & lifecycle architecture
- - Lifecycle stages mapped to how you actually sell
- - Written entry and exit criteria for every stage
- - Deal and pipeline stages with required fields
- - Clear ownership at each handoff
Lead statuses & qualification
- - Lead status taxonomy, and the rules between them
- - Scoring model built on real buying signals
- - Routing rules: who gets what, how fast
- - Recycle logic so a "no" doesn't mean "gone"
Workflows & automations
- - Assignment and speed-to-first-touch enforcement
- - Stage progression that fires on evidence
- - Nurture and re-engagement triggers
- - Deduplication and data-hygiene rules
Data model & reporting
- - Property audit: what's used, what's abandoned
- - Funnel conversion reporting per stage
- - Speed-to-touch and untouched-lead visibility
- - Pipeline and forecast views leadership trusts
Every engagement ends with written SOPs, a stage-definition reference, and an enablement session. A system nobody understands isn't finished.
Our Programs
One system. Three ways to run it.
The same revenue system underneath every engagement. Which program fits depends on where your company is right now.
The Revenue System Audit
The scored diagnostic that finds where revenue is leaking, before anyone proposes building anything.
- Full review of CRM, routing, and follow-up
- Website and landing page conversion review
- Scored map across all six stages
- Prioritized fix list, ranked by impact
- Live findings walkthrough call
The Revenue System Build
Implementation of the stages the audit flagged, built so your own team can run it afterward.
- CRM architecture, cleanup, or migration
- Lead scoring, routing, and follow-up rules
- Lifecycle and nurture automation
- Reporting leadership actually trusts
- Written SOPs and team enablement
The Revenue System Partner
Continuous management for teams that want the system maintained and improved rather than handed off once.
- CRM administration and data hygiene
- Lead scoring recalibrated as you grow
- Retention and renewal workflows
- Monthly reporting and change log
- Direct access, no account managers
Every program is quoted as a fixed fee after a short scoping conversation. Ask about pricing on your audit call.
Which Program Fits
Start from your situation.
Find the line that sounds like you. The filled mark is the program built for it; the outline mark helps but is not the main fix.
| Your situation | Audit | Build | Partner |
|---|---|---|---|
| Revenue leaks somewhere, and nobody can say where | - | - | |
| The leaks are known and you want them fixed | - | ||
| Your CRM needs a cleanup, a rebuild, or a migration | - | ||
| Leadership does not trust the pipeline numbers | |||
| No RevOps hire, and the system has to keep up as you grow | - | ||
| Renewals and retention keep slipping | - |
Built for this Helps
Deliberately Out of Scope
What we don't do.
Corlan is a specialist in the conversion and customer-journey system. When you need the services below, we'll refer you to people who are specialists in them.
Start Here
Not sure which stage is leaking?
That's exactly what the Audit answers. One fixed fee, one to two weeks, and a prioritized map of what to fix first, before you commit to building anything.