OPTIMIZE your CRM to

Elevate your Business

Capture, Automate, Organize, Nurture, and Close More Leads to Sales by Optimizing your CRM and Follow-up Systems

Get your CRM set-up to start, scale, or enhance your small business or agency through our proven systems, content, and guidance so you can focus on selling...not technology.

Patti Sampson

Digital Marketer

CRM & Workflow Strategist

High Level Expert

Associate Broker | Top Producer
Best-Selling Author

Get your CRM set-up to start, scale, or enhance your small business or agency through our proven systems, content, and guidance so you can focus on selling...not technology.

Patti does an exceptional job on guiding you step by step on getting the most from your CRM. She is honest and very responsive. Highly Recommend!

~ Lisa Alford

★★★★★

Your CRM or Ours...we provide you strategic solutions to help you capture leads and convert more by optimizing content and automations.

Schedule your One-on-One Strategy Session with Patti today to start and/or grow your business.

Hi, It's Patti Sampson

Patti has spent over 25 years perfecting the follow-up game and mastering various CRM software as a digital marketer, email specialist, top-producing real estate broker, and CRM strategist.

Her training and experience has helped thousands of small businesses and real estate pros all over the world to understand the power of their CRM and the importance of why the 'Money is in the Follow-up.' Patti is also the author of the best-selling book - Drip Campaign Secrets.

Your business is challenging enough without learning how to use your confusing software tools. Afterall, most of us did not go to school for this stuff...am I right? We simply just want to sell more and that's the bottomline.

Let us help get your entire sales pipeline set up to lead capture and automate engaging follow-up drip campaign workflows to set appointments and/or help you sell more of your product or service.

Some of Our Popular Services Include:

Plus many other services:

  • Digital Ads via top social media platforms

  • Product/Service Store Front

  • Video Services for Marketing, Testimonials, and Education

  • Digital Course Creation

  • Social Media Posting and Automated Comment Workflows

  • Digital Document Signing

  • Automatic Appointment Scheduling using Conversational AI

  • Embeddable Website Lead Capture Forms/Surveys

  • Missed-Call Text Back Automation

  • Google Review Automation

  • Customized Content Writing - Email and SMS Automated Drip Campaign Workflows

  • Invoicing, Recurring Billing, Coupons, and Affiliate Programs

  • We'll help you to Whitelabel a CRM so you can resell to other businesses like yours for residual, recurring, monthly income

We will fully customize a plan that helps you to earn more money selling your product or service.

Every professional needs a coach, not just a course. Let me be your coach, software, and content provider!

You need someone who has been there. I will listen, strategize, and then implement within your favorite CRM. And, if you don't have a CRM or are considering a move to one that I recommend, let's talk!

LOOKING FOR A BETTER CRM, WEBSITE, OR MARKETING PLATFORM?


I have an all-in-one marketing platform that can get your entire business running like a well-oiled machine without patching it all together using 20 different pieces of software.

Patti shows you how to put your CRM to work for you so you can close more deals! I have been with Patti for many years now, and I love how she is ready to help!

Gaye L.

CRM's can be very intensive, lots of moving parts and a learning curve to get the most out of them. Patti is so good at education, she spends a lot of time trying to make the CRM user friendly.

Debbie D.


"With over 35 years of customer service, sales, CRM, and digital marketing experience, I have helped thousands of small business pros to optimize their software and automations to lead capture, nurture & convert to sell more.

I am ready to help you grow your business too!"

If you are in the real estate niche, you may also want to check out my CRM Agency for Agents, Teams and Brokers at EngageMore PRO >

CRMLadyBoss.com | 2024

EngageMorePRO.com for Agents