A local rental business serving Bacolod and the rest of Negros needed customers to find the right car, see a price and request a booking without back-and-forth messages. The team also needed one place to track inquiries and bookings.

• Customer website with fleet, services, booking steps, rental rules, reviews, FAQ and contact sections.
• Instant quote form that takes pickup and return dates and times, location, and self-drive or with-driver.
• Services laid out for self-drive, chauffeured, airport transfers, out-of-town trips, weddings and corporate rentals.
• Contact form with consent capture, plus click-to-call and quote buttons throughout.
• Custom CRM on its own subdomain with an owner dashboard, leads pipeline, bookings, calendar, fleet, customers, payments and expenses, and reports.
• Financial tracking that shows profit by day, week, month and year, with a monthly income target and pace forecast.
• Search and social setup and a mobile-first layout, since most customers book from their phones.

Both the website and the CRM are live in production. Customers can go from browsing to a quote in one visit, and the booking process is clear: quote, confirmation, then pickup or delivery. On the back end, the owner tracks the fleet, bookings and profit from one dashboard instead of separate spreadsheets and chats. Payment options include cash, GCash, Maya and bank transfer.

Revenue sat around $10K–$30K a month. Lead handling and follow-up depended on whoever was on shift, so leads went cold and nobody could see the full pipeline.

• CRM administration of Follow Up Boss and GoHighLevel for day-to-day operations.
• Zapier integrations linking the CRMs with lead sources, real estate systems and Google Workspace.
• Automated workflows for lead distribution, follow-ups, emails, tasks and reporting.
• SOPs for lead management, follow-up, CRM usage and team accountability.
• KPI reports every week and month on lead flow, productivity and conversions.
• Training for CRM users, VAs and team members, plus audits of SOP adherence.

Monthly gross revenue reached a consistent minimum of $160,000, with a peak of about $260,000. The team worked from one process, and management could track the business from the reports.

CRM systems, dialers, communication channels and internal tools for client accounts and the VAs who worked them.

• Kept lead and client data organized in REI Reply, BatchDialer, BatchLeads and Call Tools V2.
• Monitored and evaluated calls, ran team huddles and 1:1 coaching on Zoom and Google Meet.
• Coordinated recurring meetings with clients and VAs.
• Supported marketing strategy and handled lead tracking, calendars and admin workflows.

Clients received weekly and monthly business reports, and VA teams had consistent coaching and clear processes.