01 · Ownership & Accounts
Your name on every login
We start by auditing your business card, domain, hosting, email, and listing. Anything trapped under an old vendor gets moved under your own login, your email, and your card.
Web & Systems Caretaker · Olivebank LC
Your website, your Google listing, and your lead follow up, handled.
I am a superadmin, digital marketer, and webmaster. It is just me, not an agency. I build or fix your website, wire your forms and CRM so Saturday leads get answered immediately, and bring you an honest read on your local market every month.
Direct email: xavi@olivebanklc.comGoogle Business Profile: +1 978-219-9053
Upfront Monthly Retainer
$400 / month
About 2 to 4 hours of my time a week, one video call a month, plus a short written note anytime I fix or improve something. Separate from any ad spend.
The Ownership Guarantee
Everything I set up for you is yours.
Your name on the account, your recovery email, your card on file. The website, the domain, the hosting, the CRM, the Google Business Profile, the ad accounts, all of it. I hold an admin login so I can work, and that is all I hold. If you are ever done with me, nothing shuts off. You just stop paying me.
What Is In The $400
The person in the middle. Not a coach, not locked software, not a $10,000 one time build.
Too many business owners find out the hard way that the website they have been paying for every month was never actually theirs, or they pay for a CRM nobody uses while leads sit in an inbox going cold overnight.
02 · Website & Google Profile
Built or fixed to bring in work
If you do not have a real site, I build you one. If you already do, I get it working properly: fast pages, working forms, accurate Google Business Profile, and copy written for customers rather than competitors.
03 · Lead Plumbing & CRM
Saturday leads get answered
When a quote request lands, an instant text or email goes out automatically so the customer knows they have been heard, and the lead lands in your CRM with a follow up reminder attached.
04 · Monthly Market Read
Know what actually works in your area
Every month we review what is bringing in work for your trade in your town: where competitors show up, whether Local Services Ads, Google Search, or Meta makes sense, and what your site analytics show.
Clear boundaries up front
No hostage accounts: I never hold your card or put your domain or CRM inside an agency subaccount.
Ad review is included in the $400: I audit your ads, build campaigns in your account if needed, and tell you the truth about what they return. You approve any spend and hit go.
Stands on its own: The $400 retainer works even if you never spend a dollar on paid ads.
How The System Works In Practice
Follow one customer inquiry from search to follow up, and how we improve it every month.
Pick a business type below or step through the connected workflow. Every piece shown here is part of the $400/month caretaker setup.
Example Business:
Step 01 · The Front DoorMercer Heating & Air
A customer searches your trade and lands on a page built to earn the call
Most small business websites are written like a brochure only another contractor would read, or the contact form quietly fails. We make sure your Google Business Profile and website match, load fast, answer the buyer's real questions up top, and make asking for a quote effortless.
Business Result
Customer submits a request instead of bouncing back to Google.
Live Intake Surface · Mercer Heating & Air
Concord, NHInquiry Arrived
Saturday · 2:14 PM
Job Request ($6,800 to $9,500 est.)
Furnace replacement quote / no heat upstairs
“Looking for an estimate to replace a 16 year old Burnham boiler before winter. Available Monday or Tuesday morning.”
Account & Domain Owner: Mercer Heating & Air
Step 02 · Instant AcknowledgmentMercer Heating & Air
A lead comes in on Saturday and gets answered in seconds
Most lost jobs are not lost to a better competitor; they are lost to silence between Saturday afternoon and Monday morning. The moment the form is submitted, an automated text or email replies in your voice confirming you got it and when they will hear from you.
Business Result
The customer stops calling down the list of competitors because you already answered.
Instant SMS & Email ReplySent in 4 sec · Saturday · 2:14 PM
To: David Miller · From: Mercer Heating & Air
Hi David, got your note at Mercer Heating & Air. We see you need a boiler replacement quote in Concord. You are on our Monday morning call list and we will ring you between 8:00 and 8:30 AM to set a time.
✓ Customer stops calling competitors✓ Runs unattended 24/7
Step 03 · CRM & Follow UpMercer Heating & Air
Logged in a CRM you actually use, with a reminder attached
Instead of sitting buried in an email inbox, the inquiry creates a clean deal card in your CRM (HubSpot, Pipedrive, or whatever fits your shop best, under your login), records which page or ad brought them in, and assigns a Monday morning reminder.
Business Result
Zero leads slipping through the cracks when the week gets busy.
CRM Pipeline & Follow Up TaskOwner Login · Never Locked
David Miller$6,800 to $9,500 est.
Stage: New Quote Request · Weekend Capture
⏰ Reminder set: Call David M. Monday 8:00 AM (Source: Google Business Profile)
Deduplicated, tagged by source, and waiting for Monday morning instead of sitting buried in an inbox.
Step 04 · Lead Qualification & Page BehaviorMercer Heating & Air
Know how people interact with your page, where you lose leads, and who is actually qualified
Not every lead is a real lead. Marketers love to push uninformed clicks from a bad ad and blame sales when they do not close. We track how many sections a visitor reads, whether they click through your proof of work photos, and where people drop off. If visitors stop at Section 4 because the call to action has not been repeated yet, we add one there. If they engage heavily at the top, we put more value up front so they are informed before clicking the form.
Business Result
Tie engagement to your Pixel and CAPI, and know which educated lead to chase immediately versus who goes on an automated follow up schedule.
Page Behavior & Lead Qualification
Compare blind traffic against live section and lead quality tracking
● Live Section Read Depth1%
Scroll up and down to see live section depth. We pair this with proof carousel clicks, Pixel, and CAPI.
1. Where To Optimize The Page
If visitors drop off at Section 4, we repeat the call to action there. If they engage heavily at the top, we put more value up front so they are informed before clicking the form.
2. Which Lead To Chase vs Automate
Read 4 sections + clicked 3 work proof photos = Educated lead, call first. Uninformed ad click = Put on automated follow up schedule.
Step 05 · The Monthly ReadMercer Heating & Air
Every month, you get the read on your market and your numbers
A lot of businesses burn money on Meta when Google Business Profile and Local Services Ads would bring them better jobs, and for others it is the reverse. Every month we get on a video call and look at your local competitors, your search visibility, and your site numbers in plain English.
Business Result
You know exactly what changed, what was fixed, and where your next dollar should go.
Monthly Market Read · Concord, NHReviewed Together on Video Call
Google Business Profile & Local Services AdsHighest Intent in Concord, NH
Buyers searching with an immediate job need. Priority #1 for your trade.
Meta & Boosted Posts AuditReviewed Monthly
In Concord right now, emergency and replacement searches on Google Business Profile and Local Services Ads convert at 3.4x the rate of Meta awareness ads. Keep budget on high intent search and pause boosted posts.
Ad review is part of the $400. Ad accounts stay in your name, on your card, and you approve every dollar before it runs.
Real Work · Receipts, Not Agency Theater
Built by an operator who sat in the sales seat for ten years before building the automation.
Most people wiring websites and CRMs have never carried a quota or taken a live customer call. I spent a decade in auto retail, bank customer service, licensed insurance telesales (NH & ME), hotel reservations, and residential leasing (#1 closer on the floor). That is why the systems I build survive contact with a real workday.
Charles Atkins
Operator · Olivebank LC
Just me, not an agency.
Landing page & funnel diagnostics
Six stage conversion funnel instrumentation measuring exactly where visitors land, how far they scroll, and which section earns the inquiry.
Automated lead routing & CRM hygiene
Inbound lead capture wired step by step into the CRM with automatic deduplication, instant reply triggers, and assigned follow up tasks.
Visitor behavior & attribution tracking
Clean analytics tying form fills and phone clicks back to the exact page section, search query, or campaign that produced them.
Monthly market & performance review
Plain English monthly recap showing what was checked, what was fixed, and how local search and ad channels are performing.
✓ HubSpot Sales Hub Software Certified
✓ Google Digital Marketing & E-Commerce Professional
✓ Server side attribution & clean CRM pipeline architecture
✓ 10+ years frontline sales, quoting, & retention under load
What Happens If You Say Yes
How the first 30 days run.
No six week onboarding theater and no long contract lock in. We start with what is broken or missing right now.
Week 1
Business card, login & ownership audit
We review your business card, website, Google Business Profile, and domain or hosting logins. We make sure every account is in your name, on your email, with your card.
Week 2
Website & Google listing cleanup
If you need a site built, I build it. If you have one, I fix the broken forms, clean up the layout, verify the Google Business Profile services and hours, and wire clean analytics.
Week 3
Instant lead reply & CRM follow up live
We connect your intake forms so every new inquiry gets an immediate text or email confirmation and lands in a clean CRM pipeline with a follow up reminder attached.
Week 4
First monthly market read & video call
We walk through what visitors are doing on your site, what your local competitors are running in search and ads, what I fixed during the month, and what is queued next.
Megan King
Client Intake Coordinator
Available now
Megan King
Client Intake Coordinator · Online
Interactive Setup Planner · Under 60 Seconds
Tell us what you want prioritized in your first 30 days.
Pick your #1 priority, whether that is building or fixing the site, getting Saturday leads answered automatically, recovering logins from a past vendor, or getting the monthly read on your market, and see your custom Month 1 plan.
Direct Contact
Prefer to reach out directly instead of using the planner?