Luke Lockhart
Fully |
I help small and medium businesses unlock the full power of their CRM, from automations and analytics to AI workflows and text campaigns. Personal service, real results, no project too small.
Your CRM is costing you money.
Most businesses only use about 20% of their CRM’s potential. The other 80% is wasted budget, missed leads, and invisible revenue.
You bought the CRM. Now what?
You're paying every month for a platform your team barely touches. No workflows, no dashboards, just a glorified spreadsheet.
Leads fall through the cracks.
No automated follow-ups. No text or email sequences. Deals die in silence because no one remembered to reach out at the right time.
You can't see what's working.
No reporting setup, no analytics, no pipeline visibility. You're making decisions blind instead of from real data.
AI features? Never touched them.
Your CRM probably ships with AI capabilities you've never activated — smart suggestions, predictive scoring, content generation, all sitting unused.
Full-stack CRM services
From initial setup to advanced AI, I handle everything your CRM needs to actually drive revenue. No project is too small.
CRM Setup & Configuration
Start strong or fix what's broken. I configure your CRM so it actually reflects how your business works.
Email Automation
Automated email sequences that follow up, nurture, and close, without lifting a finger.
SMS & Text Automation
Text messages get opened. I set up SMS campaigns and auto-responses that keep you top of mind.
Analytics & Reporting
Stop flying blind. I build dashboards and reports so you always know exactly where your business stands.
AI Integration
Your CRM's AI features are already paid for. I activate and configure them to work for you immediately.
Training & Ongoing Support
I stay available. No tickets, no bots, just me, making sure your team is confident and your CRM keeps running.
Not sure what you need? That’s what the free call is for.
Book Your Free ConsultationWhy work with Luke?
I started in data and operations, and noticed the same problem everywhere I looked: businesses investing in powerful CRM platforms and then barely scratching the surface of what they could do. Contacts piling up with no system. Automations never built. AI features sitting dormant.
That gap between what a CRM can do and what most businesses actually get from it is exactly where I work. I help small and medium-sized businesses, and the consultants who serve them, unlock what they’re already paying for.
Here’s something most vendors won’t tell you: a huge portion of the paid apps and add-ons in your CRM’s marketplace can simply be built. Custom workflows, automated follow-ups, lead scoring, reporting dashboards. These aren’t features you need to pay a monthly subscription for. They’re capabilities already baked into your platform, waiting to be configured. I help you stop paying for tools you don’t need and start using the ones you already have.
I’m personal, available, and priced for the real world. Whether you need a single workflow built or a full CRM overhaul, I’m ready to help. It starts with a free conversation.
What people say
Real feedback from people I’ve worked with.
Luke always delivered great work on time and consistently demonstrates a strategic mindset to identify challenges and find ways to elevate outcomes.
Ready to level up your CRM?
Book a free 15–30 minute call. No pitch, no pressure, just a focused conversation about your CRM and what’s holding it back.
Book your free call
Pick a 15–30 minute slot that works for you. No prep needed, just show up.
We audit your CRM together
I'll ask about your goals, your current setup, and where the gaps are. You'll walk away with a clear picture regardless.
Get a plan (and optionally, let me execute it)
You'll get a specific action plan.