Stop Losing Leads. Start Closing Them.
• Every lead from every channel in one pipeline — not in your inbox
• Work directly with Loren — 10+ years, never a junior associate
• No contracts — just a system that tracks every lead to a closed deal
A Couple Of Founders We’ve Helped
Dr. Sharon Dickerson
Founder — Denver Holistic Dentistry
Mark Sawicki
Founder — Sawicki Law & Bye Lemon
Isaac Archuleta
Founder — iAmClinic & iAmCouncil
Lance Wood
Founder — Military Trial Defenders
Michelle Novello
Founder — Ink B Gone & Age B Gone
Kate Harline
Founder — Therapy Collective
Oliver Glozik
Founder — Harmonica Ayahuasca Retreat
Dr. Alexandria Kurtz
Founder — Meah Modern Psychiatry
Maira Holzmann
Founder — Somatic Therapy Partners
Nathaniel Gilbert
Founder — Law Offices Of Nathaniel Gilbert
Dr. Sharon Dickerson
Founder — Denver Holistic Dentistry
Mark Sawicki
Founder — Sawicki Law & Bye Lemon
Isaac Archuleta
Founder — iAmClinic & iAmCouncil
Lance Wood
Founder — Military Trial Defenders
Michelle Novello
Founder — Ink B Gone & Age B Gone
Kate Harline
Founder — Therapy Collective
Oliver Glozik
Founder — Harmonica Ayahuasca Retreat
Dr. Alexandria Kurtz
Founder — Meah Modern Psychiatry
Maira Holzmann
Founder — Somatic Therapy Partners
Nathaniel Gilbert
Founder — Law Offices Of Nathaniel Gilbert
Your CRM Should Be Closing Deals—Not Creating Headaches
You bought a CRM so growth would stop depending on you. Instead you got unused features, dirty data, and a pipeline that still lives in your head. Right now, you are the CRM.
Most CRM implementations don’t fail because of the software. They fail because nobody built the system around your actual sales process, your marketing channels, and the way your team really works.
That’s where we come in.
Free 20 Minute Consultation with Loren
How It Works — The Method
Attract → Convert → Systemize
The same three stages we use to make a founder-led practice owner-optional, applied to your pipeline.
1. Attract
Every lead lands in one place
Calls, forms, ads, chat, and referrals all route into a single pipeline, so nothing depends on you noticing it.
2. Convert
Stop the leaks
Speed-to-lead alerts, automated follow-up, and intake qualifiers turn inquiries into booked clients without anyone having to remember.
3. Systemize
Take yourself out of the day-to-day
Documented pipeline stages, a dashboard you can read in five minutes, and a team trained to run it without you — no more “I don’t trust the dashboard.”
What’s Included
- A CRM Built Around Your Business, Not the Other Way Around — We map your sales pipeline, lead sources, and marketing workflows first, then configure your CRM to match. Every field, every automation, every integration has a purpose.
- Marketing + CRM, Finally Talking to Each Other — We connect your CRM to your email campaigns, ad platforms, analytics dashboards, and lead gen channels so you can see exactly which efforts drive revenue—and which don’t.
- Clean Data From Day One — We build your CRM with proper data hygiene protocols, deduplication rules, and intake processes so your reporting is trustworthy from the start.
- Your Team Will Actually Use It — We set up intuitive workflows, provide hands-on training, and create documentation so adoption sticks—not just in week one, but month after month.
- Ongoing Strategy, Not a One-and-Done Setup — With monthly strategy calls and continuous optimization, we make sure your CRM keeps evolving with your business.
A Couple Of Certifications
Semrush Agency PartnerCurrent certified agency partnerSemrush Certified6+ areas of search marketing
Google Ads Certified5 areas of Google advertising
Google Analytics Advanced UserAdvanced tools to drive sales
Meta / Facebook Ads CertifiedCertified digital marketing associate
HubSpot Inbound MarketingInbound marketing certified
CXL Digital Psychology & Behavioral DesignConsumer psychology programCXL Applied NeuromarketingApplied consumer neuroscience
GoHighLevel CRM CertifiedCRM & automation certifiedGoHighLevel University CertifiedGo High Level UniversitySemrush Agency PartnerCurrent certified agency partnerSemrush Certified6+ areas of search marketingGoogle Ads Certified5 areas of Google advertisingGoogle Analytics Advanced UserAdvanced tools to drive salesMeta / Facebook Ads CertifiedCertified digital marketing associateHubSpot Inbound MarketingInbound marketing certifiedCXL Digital Psychology & Behavioral DesignConsumer psychology programCXL Applied NeuromarketingApplied consumer neuroscienceGoHighLevel CRM CertifiedCRM & automation certifiedGoHighLevel University CertifiedGo High Level UniversityTransformation: Before → After
Before — owner-dependent
After — owner-optional
LRMC vs. A Traditional Agency
LRMCWHAT YOU GET
A traditional agency
LRMC
WORK 1:1 WITH AN EXPERTYes — always Loren
A TRADITIONAL AGENCY
WORK 1:1 WITH AN EXPERTUsually a junior associate
LRMC
TEAM ADOPTIONHands-on training and documentation
A TRADITIONAL AGENCY
TEAM ADOPTIONHandoff and hope
LRMC
MONTHLY STRATEGY CALLSIncluded
A TRADITIONAL AGENCY
MONTHLY STRATEGY CALLSUsually lacks insight
LRMC
CRM + MARKETING INTEGRATIONBuilt as one connected system
A TRADITIONAL AGENCY
CRM + MARKETING INTEGRATIONCRM setup only, no marketing alignment
LRMC
CLEAR KPISNew clients & revenue
A TRADITIONAL AGENCY
CLEAR KPISArbitrary vanity numbers
LRMC
CONTRACTNo long-term contract
A TRADITIONAL AGENCY
CONTRACTLocked in 6–12 months
Stop Guessing. Start Growing.
- Direct Access to Loren—Built for Founder-Led Practices — A 10-year expert builds your CRM architecture personally. Not a bloated enterprise rollout, and never a rotating junior team.
- We Report on New Clients—Not Vanity Metrics — Your dashboard tracks booked clients and revenue from first click to closed deal. You’ll know what we’re doing, when, and exactly why—no black boxes.
- No Contracts. Period. — We don’t lock you in because we don’t need to. Results keep our clients around—not fine print. If we’re not delivering, you can walk away anytime.
Check Out Our Work.
400% More Clients In One YearBusiness attorney — plus 1,788% more qualified leadsView case study → 
29% More Clients, Zero Extra HoursCriminal defense firm — growth from a system, not more hoursView case study → 
15 New Patients A MonthPsychiatry practice — seven months after openingView case study →
153% More New PatientsEstablished somatic therapy practiceView case study →
132% More New Patients YoYHealthcare practice — targeted Google AdsView case study →
1,000+ Monthly Visits From GoogleWellness product brand — multi-location listingsView case study →
61% More Consultations In 3 WeeksHarmonia Ayahuasca RetreatView case study →
From #11 To #3 On GoogleMilitary defense lawyers — local SEOView case study →
38% More New Patients YoYHolistic dentistry — 62% of web leads from GoogleView case study →
12 Ideal Clients In 2 MonthsBrand-new somatic therapistView case study →400% More Clients In One YearBusiness attorney — plus 1,788% more qualified leadsView case study → 29% More Clients, Zero Extra HoursCriminal defense firm — growth from a system, not more hoursView case study → 15 New Patients A MonthPsychiatry practice — seven months after openingView case study →153% More New PatientsEstablished somatic therapy practiceView case study →132% More New Patients YoYHealthcare practice — targeted Google AdsView case study →1,000+ Monthly Visits From GoogleWellness product brand — multi-location listingsView case study →61% More Consultations In 3 WeeksHarmonia Ayahuasca RetreatView case study →From #11 To #3 On GoogleMilitary defense lawyers — local SEOView case study →38% More New Patients YoYHolistic dentistry — 62% of web leads from GoogleView case study →12 Ideal Clients In 2 MonthsBrand-new somatic therapistView case study →Your Implementation Roadmap
- 1. Discovery & Strategy Call — We start with a deep dive into your business goals, sales process, current tech stack, and where leads are falling through the cracks.
- 2. Custom CRM Blueprint — We design a CRM architecture tailored to your workflows—including pipeline stages, automation sequences, integrations, and reporting dashboards.
- 3. Build & Integrate — We set up your CRM, connect it to your marketing channels, migrate your existing data (clean), and build out automations that save your team hours every week.
- 4. Train & Launch — Your team gets hands-on training so they’re confident from day one. No 200-page manual nobody reads—just practical, role-specific walkthroughs.
- 5. Optimize & Grow — Through monthly strategy calls, we review performance data, refine your setup, and make sure your CRM keeps pace with your business.
Who We Can Help
Our CRM implementation services are built for founder-led practices that are:
- Struggling with a CRM that nobody on the team actually uses
- Losing leads because there’s no system connecting marketing to sales
- Drowning in dirty data and reports they can’t trust
- Done wasting budget on tools that don’t talk to each other
- Ready to build a system that tracks every lead from first click to closed deal
If you want a CRM that drives revenue instead of collecting dust, we’re here to help.
What It’s Like To Work With Loren
“
I had a great experience working with Loren at LRoss Marketing Consulting. He helped point us in the right direction and completely reframed how I was thinking about SEO, positioning, and competitor research. Loren clearly cares about his clients and has a sharp ability to think through complex problems in a way that simplifies the next steps. Highly recommend if you want smart strategy that turns into clear action.
★★★★★Luke TierneyGoogle review
FAQs: CRM Implementation
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