Stop losing good leads to slow follow-up
Project Perks adds a simple quote bubble to your site that captures and organizes leads, filters out-of-area requests, and ensures nothing slips through the cracks.
- Blocks out-of-area requests automatically
- Leads go into Lite CRM or get pushed to your CRM
- Instant notifications so you respond faster
PROBLEM SECTION
You don’t need more leads.
You need fewer missed leads.
- Web forms come in with no context
- Leads sit too long and you hear “we already hired someone”
- Out-of-area requests waste time
- Leads live in texts, notebooks, and someone’s memory
Project Perks fixes this with one workflow:
Step 1. Capture
Step 2. Qualify
Step 3. Organize
Step 4. Follow up
CORE BENEFITS
What you get right now.
Capture Better Leads
- Website bubble + guided intake
- Service-area filtering
- Mobile-friendly and fast
Don’t Lose Leads
- Simple pipeline + notes + easy tags
- Everything in one place
- Use Lite CRM or push leads into your CRM
Respond Faster
- Instant notifications with lead details
- Simple tagging (qualified / spam / etc.)
- Clear statuses so your team knows what’s next
COMING SOON:
Auto priority tags (Hot/Warm/Cold) / drafted follow-up messages.
HOW IT WORKS
Set it up once. Use it every day.
Step 1
Add the bubble to your website
Step 2
Choose your questions + service area
Step 3
Pick Lite CRM or connect your CRM
Step 4
Get organized leads + notifications instantly
LITE CRM OR YOUR CRM
Already have a CRM? Great. Don’t have one? Still fine.
Project Perks works with the tools you already use—or gives you a simple lead pipeline so nothing falls through the cracks.
- Push leads to your CRM
- Or use Lite CRM: pipeline, notes, tags, notifications
- Built for simple follow-up—not busywork
TRAINING
Sales & marketing training built for home improvement.
Don’t just get leads—convert them.
Your team gets a clear playbook for follow-up and growth.
Coming soon
Meta ads training / Google ads training
Sales follow-up system
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Sales follow-up system
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Sales follow-up system
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Sales follow-up system
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LITE CRM OR YOUR CRM
Want help implementing it?
We’re rolling out an optional coaching layer with monthly calls to help your team improve follow-up, lead handling, and consistency.
- Monthly coaching call(s)
- Pipeline + follow-up accountability
- Video/content feedback (optional)
COMING SOON
What’s coming next
In development. Rolled out to Founding Beta members first.
- Google review request workflows
- Project photo/video collection
- Employee perks (points → cash, gift cards, PTO)
- Auto priority + follow-up drafts
PRICING
Founding Beta pricing
We’re rolling out an optional coaching layer with monthly calls to help your team improve follow-up, lead handling, and consistency.
Founding Beta
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$49
/ monthly
WHAT YOU GET:
- Everything that’s live now
- Early access to Phase 2 rollouts
- When Phase 2 launches: $99/mo locked
Post-Launch
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$149
/ monthly
WHAT YOU GET:
- Everything that’s live now
- for new members after Phase 2
- Everything in the beta + new features
FAQ
Is this live chat?
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Lite CRM vs push to my CRM?
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Can we customize the intake questions?
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What’s included in training?
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What does “$99 locked” mean?
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When do coming-soon features ship? (Rolling rollout, no fixed dates.)
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TEXT
Stop losing good leads
Install Project Perks and keep every lead organized from day one.
