How many leads slipped through the cracks last month?

Most agents and advisors are sitting on a phone full of leads they meant to follow up with, no-shows that never got rescheduled, and prospects who went cold because nobody circled back in time. It's not a hustle problem. It's a systems problem.

Book a Free 15-Minute Call See the Packages
Build  •  Automate  •  Scale

Done-For-You CRM & Funnel Systems for Agents and Advisors

I build the system that catches every lead, follows up automatically, and keeps your pipeline moving — while you focus on what you do best: closing and serving clients. Set up correctly the first time, so leads stop falling through and every prospect gets a timely, professional touch. Automatically.

Two Ways to Start

Both are complete, done-for-you builds. You don't touch the tech — you get a working system and a clear walkthrough.

Tier 1

CRM Launch Pad

Stop losing leads. Fast to launch — most builds are live within a week of kickoff.

  • CRM setup and configuration
  • Sales pipeline built to your process
  • Instant new-lead response automation
  • Appointment reminders
  • No-show follow-up sequence
  • Walkthrough so you know how to use it
$1,000 one-time setup
Start With Tier 1
Keep it running: optional monthly management from $150/mo — I keep your automations current, monitor performance, and adjust as you grow. You stay focused on clients.

How It Works

Simple terms, no surprises: 50% to book your build, 50% on delivery.

1

A Quick 15-Minute Call

We look at where leads are leaking today. No pressure, no jargon. If it's a fit, we book it. If not, you walk away with a clearer picture of your own pipeline.

2

Book Your Build

50% deposit reserves your build slot. We gather what's needed — your process, your calendar, your voice.

3

Built & Tested

Your system is configured and tested end-to-end before anything goes live. Most Tier 1 builds are live within a week of kickoff.

4

Walkthrough & Handoff

You get a working system and a clear walkthrough — or stay on monthly management and never think about the tech again.

From Zero Infrastructure to a Complete Revenue System — in Under 90 Days

A retirement tax-strategy firm came to us with no CRM, no funnel, no automation, and no ad presence. One engagement later, they had a fully operational revenue system.

10-stagesales pipeline, live & booking
4-pagefunnel — tested end-to-end
48automated email & SMS touchpoints
30videos ready for ads
48static creatives ready for ads
90ads' worth of copy, written & ready
"You are amazing. I am so blessed to have you on my team."

Why Work With Me

SSW Digital Works is led by Sharon D. Lake — a systems builder who believes your business shouldn't depend on you remembering every follow-up.

Proven build. I run the full technical and marketing operation for a retirement tax-strategy firm — the same caliber of system you would get.

Built for your world. I understand commission-based business. One retained client pays for this several times over.

Done right, done for you. You do not touch the tech. You get a working system and a clear walkthrough.

SSW Digital Works

Step One Is a Quick 15-Minute Call

We'll look at where leads are leaking today. No pressure, no jargon. If it's a fit, we book your build. If not, you walk away with a clearer picture of your own pipeline.

Book Your Free Call

📧 info@sswdigitalworks.com   |   📞 469-953-4680