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Small Business Tech Stack

Keep the tools behind your business working together.

We plan the website, email, customer records, and measurement around how your business receives and handles work.
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What the plan needs to cover
  • Give website inquiries a clear destination and owner.
  • Keep email and shared files accessible to the right people.
  • Connect reporting to the customer actions you want to improve.
Where work gets stuck

Give the handoffs a clear owner.

We plan the website, email, customer records, and measurement around how your business receives and handles work.

We start by reviewing the customer journey and the people, tools, and approvals involved. The proposal identifies the work to change, the dependencies, and the responsibilities that stay with your team.

  • Give website inquiries a clear destination and owner.
  • Keep email and shared files accessible to the right people.
  • Connect reporting to the customer actions you want to improve.
Services in the plan

Choose the work that fits small business tech stack.

The services below are candidates for the plan. Your proposal confirms the deliverables, sequence, responsibilities, and cost.
Technology

Website Design

Caboodle designs and builds custom WordPress websites for businesses that need a clear story, a fast experience, and a practical path to a phone call or form submission.

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Google Workspace

Google Workspace Setup

Set up Google Workspace with domain configuration, users, shared resources, access controls, collaboration settings, and administrator handoff.

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GoHighLevel

GoHighLevel Setup

Configure GoHighLevel around inquiry intake, pipeline stages, appointments, permissions, and tested follow-up workflows for your business.

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Inquiry follow-up

Inquiry Follow-Up Automation

Automate inquiry assignment, acknowledgements, tasks, reminders, and escalation so your team can track follow-up from arrival through resolution.

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Google Analytics 4

Google Analytics 4 Setup

Set up Google Analytics 4 with a business-focused event plan, property configuration, key-action measurement, testing, and reporting handoff.

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Marketing

Google Ads

Plan Google Ads around the offer, relevant searches, landing pages, and customer actions your team can measure. Campaign changes are based on spending, inquiry quality, and available outcomes.

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What we review

Agree on what improvement means.

01
Completion of the agreed website, configuration, and integration work.
02
Connect reporting to the customer actions you want to improve.
03
A documented process your team can use, with clear responsibility for ongoing updates.
How we work

Move from requirements to a tested handoff.

01

Review the current process

Walk through the customer journey, existing tools, and points where work is delayed or lost.
02

Agree on the scope

Choose the services, define responsibilities, and confirm dependencies before implementation.
03

Build and test

Complete the agreed work and test the paths that connect the customer to your team.
04

Review and maintain

Document the handoff and review the results and maintenance needs within the agreed scope.
Let's talk shop.

Plan the next step for Small Business Tech Stack.

Tell us what you use today, what needs to improve, and who handles the work. We will review the fit and define a practical scope.
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