Your first Professional Sales System Built for Growth.
The Booked & Closed Small Business Sales System gives you everything you need to sell like a pro—automated lead generation through the Prospecting Agent, a custom CRM and sales pipeline, automated follow-up, a branded newsletter to stay top of mind, and reporting that shows exactly where every deal stands.
$3,000–$5,000+
Booked & Closed Small Business Sales System
A complete HubSpot buildout for small business owners ready for their first professional CRM, sales process, and automated follow-up system.
You’re tired of missed follow-ups, manual tracking, and disconnected tools. The Booked & Closed System organizes your leads, automates your outreach, keeps you top of mind with a newsletter, and shows exactly where your deals stand. We’ll design and build a sales system that works for how you actually sell.
By the end, you’ll have: a fully functional CRM, an automated prospecting agent, and a clear process that runs behind the scenes while you focus on what matters most—your clients.
Get started by booking a discovery call to confirm fit and scope.
- Prospecting Agent Setup – Automated outreach and follow-up designed to attract and engage new leads
- Custom CRM Configuration – Tailored contact records, pipeline stages, and data structure for your business
- Sales Pipeline Automation – Deals automatically move forward with personalized follow-ups and task reminders
- Website Connection – Integrate your website forms directly with HubSpot so every new inquiry instantly routes to your CRM and triggers nurturing workflows
- Newsletter Setup – A branded email template and contact list to help you stay connected and top of mind
- Reporting Dashboards – Track conversions, deal velocity, and revenue progress in one simple view
- Team Training & Walkthrough – Live recorded training so you know exactly how to manage and maintain your new system
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
What The People Think About Us
Melissa Hubspot delivered an exceptional service with her remarkable professionalism and keen attention to detail. Her ability to interpret and present data was top-notch, making collaboration not just easy but enjoyable as she truly went above and beyond.
Melissa was amazing. Super helpful after we tried a few others and tried to get better training none of them worked but Melissa was absolutely excellent. We are going to work on a future project with her again. 10/10 recommend. I will be using no one else and suggest everyone who needs to learn HubSpot for their small business use her.
Melissa truly EXCELLED in delivering my HubSpot Setup with exceptional quality, demonstrating remarkable professionalism in data interpretation and presentation. Her quick responsiveness and commitment to going the extra mile made collaboration a breeze, and her timely delivery impressed me throughout. I am eager to work with her again for future training needs—thank you, Melissa! 🙏
This was great, we had a automation that we had been wanting to implement for a couple years but just never got around to it because we thought it was cumbersome. Melissa grabbed the reins and was able to knock it out in 36 hours. Thank you, Melissa you are absolutely the best!
Melissa was an absolute pleasure to work with—her attention to detail and ability to EXCEED expectations were incredible! Her proactive communication and quick responsiveness made the process seamless. Truly a top-tier professional!
I’ve been working with Melissa at Sales Surge Solutions, and she has been an incredible partner in helping my company get the most out of HubSpot. She was a more affordable alternative to larger vendors, yet her expertise has exceeded our expectations. Her work on personalized email sequences has boosted our engagement with leads, and her automation setups have saved us valuable time. If you’re looking for expert, results-driven HubSpot support, they are the first place to start!
When it comes to HubSpot integration, Melissa is an absolute gem! Not only is she extremely knowledgeable, but she is a consummate professional and an absolute pleasure to work with. If you are thinking about or in the process of implementing HubSpot as your CRM, I would wholeheartedly recommend Melissa and Sales Surge Solutions to maximize your ROI quickly!
I don't know where to begin. I can't recommend Melissa and her team more - I only had the option of five stars, but it should be ten at least. Melissa is open, honest and clearly a super user of HubSpot. Together we worked to sort out my rather messy HubSpot and put in place automations, landing pages, emails, lists, CRM - you name it we did it. I now have a superb database which is already saving me a huge amount of time. Melissa was super patient with me too while I grasped the concept of CRM. I will be using Melissa again for sure.Melissa is n absolute gem! Not only is she extremely knowledgeable, but she is a consummate professional and an absolute pleasure to work with. If you are thinking about or in the process of implementing HubSpot as your CRM, I would wholeheartedly recommend Melissa and Sales Surge Solutions to maximize your ROI quickly!
Melissa has been critical in assisting us in building out HubSpot to suit our needs. She's an expert in all areas and extremely pleasant to work with. We love working with her and consider her part of our team! I highly recommend hiring her for your CRM needs.
Melissa has been critical in assisting us in building out HubSpot to suit our needs. She's an expert in all areas and extremely pleasant to work with. We love working with her and consider her part of our team! I highly recommend hiring her for your CRM needs.
