HB Financial Group
HB Brand Co., LLC logo

A build service of HB Brand Co., LLC

— HB BUILD · FOUNDATION SYSTEMS

The foundation your business should have started with.

Intake, CRM, calendars, and the automations between them, built once and hosted so your team stops chasing leads through email and sticky notes.

Book a fit callSee Client Experience

— WHAT IT IS

A system, not a template.

Foundation Systems is the setup we build for our own practice and hand off to yours: an intake process that captures what you actually need, a CRM that tracks a lead from first contact through signed client, and calendars that connect straight to your services. Built by HB Brand Co., LLC, the same team behind HB Financial Group.

— WHAT'S INCLUDED

Everything the back office needs.

  • Client intake forms built around your actual services
  • A CRM set up to track leads from first contact to signed client
  • Booking calendars connected to your services and pricing
  • Automated confirmations and reminders so fewer people miss an appointment
  • A pipeline view so you can see where every lead actually stands
  • Email and SMS sequences that follow up without you remembering to
  • Payment collection wired into the same flow as booking
  • Documentation so your team can run it without calling us for every change

— WHO IT'S FOR

A growing practice that's outgrown spreadsheets.

This fits a practice or small firm bringing in leads faster than a manual process can track, and ready to put real structure under how clients move from inquiry to booked.

— THE PROCESS

From fit call to go-live.

  1. No. 01

    Fit call

    We walk through how you currently take in clients and where it breaks down.

  2. No. 02

    Build plan

    We map the intake, CRM, and calendar structure to your actual services and pricing.

  3. No. 03

    Build

    We build the system out, form by form, calendar by calendar.

  4. No. 04

    Walkthrough

    We sit down together and go through how to run it day to day.

  5. No. 05

    Go live

    Your intake and booking flow starts running for real clients.

  6. No. 06

    Ongoing hosting

    Monthly hosting keeps the system live, maintained, and accessible.

— PRICING

$2,000 setup, $297/mo hosting.

One setup fee to build the system, then monthly hosting to keep it live and maintained. Exact scope and timeline are set in a written agreement before work begins.

Consultation required. Build services are not sold self-serve — every engagement starts with a fit call.

— RELATED BUILDS

The other HB Build services.

Client ExperienceCustom Websites

— LET'S TALK

See if Foundation Systems fits your practice.

Bring how you currently take in leads and we'll tell you honestly what would change.

Book a fit call