Position One, strategic marketing and consulting

AI tools & software integrations

CRM setup: every lead captured, routed and followed up.

We set up your CRM around how your team sells, move your data, and connect your forms, phones, booking and email, so every lead arrives with its source and an owner. Reports show where deals stall.

What is included.

  • Review of the existing process, system, and data quality.
  • Pipeline stages, fields, permissions, and staff responsibilities.
  • Contact and sales-data migration.
  • Website, booking, phone, and email connections.
  • Routing, notifications, and follow-up automation.
  • Reporting, testing, documentation, and team training.

What to expect

From first call to steady improvement.

Six steps, in this order, every time.

  1. 01

    Define your target audience

    We start with who actually buys from you — location, age, income, interests, intent and past customers — and build audiences that match, so budget isn't spent on people who will never convert.

  2. 02

    Build messaging and creative

    We write the offer and headlines and produce the images and video for each platform, with several versions ready so we can learn which angle wins.

  3. 03

    Set up conversion tracking

    Before a dollar is spent we install and test tracking for calls, forms, bookings and sales, so every result can be traced to the ad, keyword and audience that produced it.

  4. 04

    Launch your campaigns

    Campaigns go live on the channels agreed in your plan, with budgets, schedules and locations set. The first weeks are a learning phase while the platforms gather data.

  5. 05

    Optimize and refine based on data

    We cut audiences, keywords and placements that waste money and move budget toward what brings in leads and sales, based on real tracked results — not guesses.

  6. 06

    Keep testing creative and following trends

    Ads wear out. We keep testing new creative, offers and formats, watch platform changes and seasonal trends, and report what we changed and why.

Analytics and tracking

What a lead looks like when the tracking is right.

Sample data

J. Martinez

Ceramic coating, SUV, Mesa

Booked
Source
Google Ads
Campaign
Non-brand core
Ad group
Ceramic coating
Keyword
ceramic coating mesa
Creative
Variant B, proof-led
Landing page
/ceramic-coating-mesa
First touch
Search ad, Tue 9:14 a.m.
Device
Phone

Every field arrives with the record. Nobody types it in later.

  1. Tue 9:14

    Clicked the ad

  2. Tue 9:15

    Read the page, 2:10

  3. Tue 9:18

    Called from the page

  4. Tue 9:21

    Booked for Friday

  5. Fri 4:40

    Job complete, $640

  6. Fri 6:30

    Sent back to Google Ads

    The platform learns from the sale, not the form fill.

Sample record. Names and figures are invented. The fields are the ones we stamp on every lead.

Results

Client results.

See all results

Every engagement starts with a 30-minute discovery call, then a First Look audit of your accounts, site and tracking.

See your first 90 days

Questions

Questions about crm setup & integrations

Which CRM should we use?

We assess your workflow, users, reporting, integrations, budget, and existing tools before recommending a system.

Can you migrate our data?

We review both platforms, map the fields, and test the transfer. History and attachments depend on the source and destination.

What does speed to lead mean?

It is the time between an inquiry and a response. We can help define routing and notifications so the responsible person knows when a lead needs attention.

Platforms and tools

Platforms we run every day.

Advertising, analytics, commerce, CRM, web, streaming and AI tools across all of Position One's work.

  • Google Ads
  • Meta Business
  • YouTube
  • Microsoft Advertising
  • Amazon Ads
  • X Ads
  • Reddit Ads
  • Snapchat Ads
  • Facebook
  • Instagram
  • Google Display & Video 360
  • Google Marketing Platform
  • Google Search Console
  • Google Maps
  • Google Business Profile
  • Apple Maps
  • Semrush
  • Ahrefs
  • Google Analytics 4
  • Google Tag Manager
  • Looker Studio
  • Hotjar
  • Shopify
  • HubSpot
  • Salesforce
  • Webflow
  • WordPress
  • Netflix
  • Hulu
  • YouTube TV
  • Prime Video
  • HBO
  • Max
  • Paramount+
  • Peacock
  • Apple TV+
  • Disney+
  • Roku
  • Tubi
  • Fubo
  • Samsung TV Plus
  • Plex
  • OpenAI
  • Claude
  • Anthropic
  • Grok
  • xAI
  • Adobe
  • Adobe Photoshop
  • Microsoft PowerPoint
  • Canva
  • Microsoft
  • Apple

Platform inclusion does not imply partnership or certification.

Talk with Position One

Schedule a discovery call.

Thirty minutes, on video or in person. Tell us about your business or campaign, what you need and when you need it. You leave with a clear next step, a scoped proposal, or a straight answer that we are not the right fit.

  • Your goal, and where you are starting from.
  • Which of our services fit, and which do not.
  • The next step, and what we need from you to scope it.
+1 (720) 339-8144admin@positionone.ai6803 E Main Street, Suite 1120, Scottsdale, Arizona 85251. Clients nationwide. We travel to you, or we work remotely.

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