From Chaos to Clarity in 3 Weeks

We don't just hand you software and wish you luck.

We build your complete marketing automation system, train you on it, and manage it ongoing.

Here's exactly how it works.

The Big Picture

Three phases. One goal: A system that captures leads, nurtures them automatically, and delivers ready-to-buy customers to you.

Discovery & Build

We learn your business inside-out and build your custom system. You approve everything before we move forward.

Integration & Testing

We connect all your tools, test every automation, and make sure nothing breaks when real leads start flowing.

Launch & Optimize

We train you, go live with real leads, and continuously optimize based on actual performance data.

Your 3-Week Journey

A proven process we've refined over hundreds of implementations.

Week 1 • Days 1-3

Kickoff & Discovery

We start with a deep-dive session to understand your business, sales process, and biggest pain points.

60-minute kickoff call (you + our team)
Map your current lead journey
Identify automation opportunities
Gather all necessary assets (logo, brand colors, content)
Define success metrics together

Week 1 • Days 4-7

System Design & Approval

We create a blueprint of your entire system and get your approval before building anything.

Design custom CRM pipeline for your sales process
Create wireframes of landing pages
Map out automation workflows
Present complete system design to you
Incorporate your feedback and finalize plan

Week 2 • Days 8-10

CRM & Database Setup

We build the foundation - your CRM, pipelines, custom fields, and import your existing contacts.

Configure CRM with your sales stages
Set up custom fields for your data needs
Create tags and segmentation structure
Import and clean existing contact list
Set up user permissions and roles

Week 2 • Days 11-14

Pages, Forms & Chat

We start with a deep-dive session to We build your customer-facing assets - landing pages, forms, and AI chat assistant.

Build custom landing pages (per your plan)
Create smart forms with conditional logic
Design and implement chat widget
Train AI assistant on your business knowledge
Set up booking calendars and payment processing

Week 3 • Days 15-17

Automations & Integrations

We build all your automated workflows and connect everything to your existing tools.

Build lead nurturing workflows (email + SMS)
Set up post-purchase automation sequences
Configure review request system
Integrate with Shopify, Stripe, Google, Facebook, etc.
Set up call tracking and recording
Configure reporting dashboards

Week 3 • Days 18-19

Testing & Quality Assurance

We test everything thoroughly before you ever see a real lead flow through the system.

Run test leads through entire system
Verify all automations fire correctly
Test forms, chat, and booking flows
Confirm all integrations work properly
Check email/SMS deliverability
Test on mobile devices

Week 3 • Days 20-21

Training & Launch

We train you and your team, then flip the switch. You're live.

60-minute training session (recorded for reference)
Walk through daily tasks and workflows
Show you how to read reports and metrics
Provide video tutorials and documentation
Go live with real leads
We monitor closely for first 48 hours

Ongoing

Monitor & Optimize

We don't disappear after launch. We continuously improve your system based on real data.

Monthly performance reports
Ongoing support (response time per your plan)
Regular optimization recommendations
Consulting hours (Professional & Enterprise plans)
Platform updates and new feature implementation

Full Platform Setup

(Done-for-You)

Comprehensive implementation of your Eagleview platform tailored to your business

Our expert team will handle the entire setup process, from initial configuration to integration with your existing systems.

We ensure your platform is optimized for your specific industry, workflows, and business goals.

What's Included

Complete platform installation and configuration

Custom branding and theme setup

Integration with your existing tools and systems

Data migration from previous platforms

User roles and permissions setup

Initial workflow automation setup

Team training session

Benefits

Save weeks of setup time

Professional configuration by experts

Optimized for your specific business needs

Minimal disruption to your operations

Immediate productivity upon launch

Comprehensive training for your team

Everything You Need in One Place

Marketing Automation

Drag-and-drop email/SMS campaigns that engage your audience and convert leads automatically.

CRM & Sales Pipelines

Track leads from capture to close with intuitive pipelines and deal management tools.

Funnel Builder

Create high-converting websites and landing pages without any coding knowledge required.

Reputation Management

Monitor and boost online reviews to build trust and attract more customers.

Appointment Scheduling

Automated booking & reminders that eliminate no-shows and double-bookings.

Client Portals

Secure document sharing & payments that enhance the client experience.

Your Growth Journey Starts Here

Strategy Call

We audit your business goals and create a customized plan for growth.

Platform Setup

We build your custom EMS dashboard tailored to your specific needs.

Automation Build

We create your lead-nurturing workflows that work 24/7 for you.

Launch & Grow

You focus on business – we handle the tech and optimization.

Ready to get started?

Book a free demo session

2-3

Weeks to Launch

100+

Systems Built

30-60%

More Leads Captured

24/7

Automated Follow-Up

What's Included in Your System

Everything you need to capture, nurture, and convert leads automatically.

Lead Capture & Management

Custom CRM with pipelines for your sales process
Landing pages optimized for conversion
Smart forms with conditional logic
AI chat widget (24/7 response capability)
Multi-channel lead capture (web, phone, email, SMS)
Lead scoring and qualification system
Mobile CRM app for on-the-go management

Marketing Automation

Email marketing campaigns (unlimited sends)
SMS marketing sequences
Multi-step nurturing workflows
Behavior-triggered automations
Abandoned cart/form recovery
Post-purchase follow-up sequences
Re-engagement campaigns for cold leads

Communication Tools

Unified inbox (email, SMS, chat, FB, Instagram)
Call tracking with local numbers
Call recording and transcription
2-way SMS conversations
Email templates library
SMS templates library
Team collaboration features

Analytics & Optimization

Real-time performance dashboards
Lead source attribution tracking
Conversion rate monitoring
Email/SMS engagement analytics
ROI tracking by marketing channel
Monthly performance reports
A/B testing capabilities

Reputation Management

Automated review request system
Multi-platform review monitoring
AI-powered review responses
Review widget for website
Negative review alerts
Review funnel optimization

Integrations & Support

Shopify, WooCommerce, or ecommerce integration
Stripe, PayPal payment processing
Google Business Profile connection
Facebook & Instagram integration
Zapier/Make.com for custom integrations
Google Analytics and Facebook Pixel setup
Calendar syncing (Google, Outlook, Apple)
Domain and email configuration
Training documentation and video tutorials
Ongoing technical support (per your plan)

Try Eagleview Risk-Free

See how EMS solves YOUR specific challenges with a 1-on-1 platform walkthrough.

14-Day Free Trial

Full platform access with all features

Pre-built templates to get started fast

Onboarding support and resources

Call Summaries

Cancel anytime during trial period

Personalized Demo

30-minute one-on-one session

See features relevant to your industry

Q&A with our platform experts

Customized solution recommendations

No commitment required

Welcome to Eagleview Managed Services

The Harsh Reality:

Still working 10x harder just to see 1x results? Every hour you waste toggling between tools, chasing leads manually, or fixing broken automations…

You're bleeding time, money, and momentum.
And let’s be honest — it’s costing you more than just sales.

The Fix?

EMS replaces 15+ disconnected tools with one all-in-one system — for less than what you’re paying in software chaos.

Result:

Save time.

Cut expenses.

Grow without burnout.

Start

Your 14-Days Free Trial

Let your business finally work for you.

Unified Business Growth Platform

Eagleview brings together all the tools you need to run and grow your business in one seamless platform. No more juggling multiple tools or wasting time on integrations.

Our comprehensive solution combines marketing automation, CRM, sales pipelines, appointment scheduling, and client management into a single dashboard that works seamlessly together.

START 14-DAYS FREE TRIAL

All-in-One Solution

Replace 5+ tools with one integrated platform

Time

Savings

Save 15+ hours per week on administrative tasks

Seamless Workflow

Automated handoffs between marketing and sales

Data Centralization

All customer data in one place for better insights

Craft, Share & Fill Your Calendar - Automatically

The Problem:

Tired of back-and-forth scheduling, unqualified bookings, and ghosted appointments?

The EMS Difference:

Build a booking calendar in under 30 seconds

Round-robin scheduling for your team

Automated confirmations, reminders, and follow-ups

Pre-qualify leads before they book

Integrated messaging across FB, IG, WhatsApp, Google, SMS & Email

Why it matters:

Every missed call = lost revenue.
Every no-show = wasted time.
Let EMS do the heavy lifting so you only show up when it counts.

START YOUR 14 DAYS FREE TRIAL

Never chase appointments again.

Real Systems We've Build

See what your system could look like based on your industry.

🔧HVAC & Plumbing Services

Emergency services company with 12 technicians

🎯 What We Built

Emergency service landing page with instant response
AI chat that handles after-hours inquiries
Urgent vs routine lead qualification system
Automated dispatch notification to on-call tech
Post-service review request automation
Seasonal maintenance reminder campaigns
Financing option presentations

📊 Results After 90 Days

Captured 40+ after-hours leads that would've been lost
Response time improved from 4 hours to 60 seconds
Booked 23% more maintenance appointments
Generated 47 new 5-star Google reviews
Owner saved 15 hours/week on follow-up
Additional $38K in revenue directly attributed to system

🏠Real Estate Agent

Independent agent specializing in residential properties

🎯 What We Built

Buyer and seller landing pages with IDX integration
Home valuation request form with instant estimate
7-day nurture sequence for new buyer leads
Property showing scheduler with calendar sync
Automated property alerts based on buyer criteria
Transaction milestone communication workflow
Anniversary and referral request automation

📊 Results After 90 Days

Generated 120+ qualified buyer/seller leads
Conversion rate improved from 12% to 31%
Closed 6 additional transactions (vs previous quarter)
Automated showing scheduling saved 8 hours/week
Received 14 referrals from past clients
$180K in additional commission revenue

👷Construction & Renovations

Home renovation company specializing in kitchens and bathrooms

🎯 What We Built

Project quote request form with photo upload
Portfolio showcase landing pages by project type
Quote follow-up sequence (3, 7, 14 days)
Project milestone update automation
Material selection and approval workflow
Payment reminder system
Post-project review and referral request

📊 Results After 90 Days

Generated 120+ qualified buyer/seller leads
CQuote requests increased by 65%
QuotQuote requests increased by 65%
Quote-to-contract rate improved from 18% to 34%
Automated follow-up recovered 11 "dead" quotes
Client communication time reduced by 70%
Payment collection improved (fewer reminders needed)
$127K in additional contracted projects

⚕️Healthcare & Wellness

Dental practice with 2 locations and 3 dentists

🎯 What We Built

New patient registration form with insurance pre-qualification
Appointment booking with calendar integration
Automated appointment reminders (48hr, 24hr, 2hr)
Post-visit follow-up and satisfaction survey
Recall and reactivation campaigns (6-month checkups)
Treatment plan follow-up sequences
Birthday and special occasion messages

📊 Results After 90 Days

Generated 120+ qualified buyer/seller leads
CQuoNo-show rate decreased from 18% to 6%
New patient acquisition increased by 43%
Recall appointment bookings up 89%
Treatment acceptance rate improved 22%
Staff time on appointment reminders: eliminated
$94K in additional treatment revenue from better follow-up

Don't see your exact industry? We customize for any service-based business.

BOOK A DEMO - SEE OUR SYSTEM

The Technology Behind Your System

Why EMS?

A powerful all-in-one marketing platform for service businesses.

✓ All-in-One Platform

No more paying for 10 different tools. CRM, email, SMS, chat, forms, websites, funnels, calendars, payments - everything in one place.

✓ Enterprise Features, Small Business Price

Get capabilities that typically cost $2,000-5,000/month from other platforms, for a fraction of the price.

✓ Built for Service Businesses

Unlike generic tools like HubSpot or Salesforce, GoHighLevel was designed specifically for businesses like yours - trades, real estate, healthcare, etc.

✓ We Manage It For You

The platform is powerful but complex. That's why we build it, configure it, and manage it for you. You just use it.

Frequently Asked Questions

Do I need a credit card for the free trial?

Yes, you need a credit card to start your 7-day free trial.

How long does the trial last?

The trial lasts for 7 full days. We'll send you reminders 2 days and 1 day before your trial ends so you can decide if you want to continue with a paid plan.

What happens after the trial ends?

After your trial ends, you can choose to upgrade to a paid plan that fits your business needs. If you decide not to continue, your account will be paused and you can reactivate anytime.

Can I import my existing data during the trial?

Yes! You can import your contacts, customer data, and other information during the trial period. Our system supports CSV imports and integrations with popular platforms.

Is support available during the trial?

Absolutely! You'll have access to our knowledge base, email support, and can schedule a 30-minute onboarding call with one of our platform specialists during your trial.

David

The team at EagleView optimized our SEO and fixed all the technical issues we didn’t even know we had. Went from page 5 to the first page on Google in under 3 months. Highly recommend!

Nigel

EagleView Digital Services transformed our online presence with their expert web design and SEO magic. Our traffic doubled in just months—highly recommend for any business ready to soar!