CrossBorder Builders NetworkWebsite + Voice + CRM
Live in under a week. 150+ hot leads in 60 days.
A complete lead system for a consultancy helping Canadian builders expand into Florida.
Read the case studyIndustry · Professional services
Software and AI for professional services firms.
Consultancies, law and accounting firms, HR advisors, and agencies sell expertise, not software. We build the systems that capture every lead, keep clients informed, and give you back the hours lost to admin.
150+
hot leads in 60 days for a consultancy launch
<1 wk
from kickoff to a live website, our fastest launch
24/7
client intake with AI that answers every call
What we fix
The problems we hear most.
01
Leads slip between the inbox and the calendar
An inquiry comes in, someone means to reply, and a week later it’s gone cold.
Stratify CRM follows up automatically and Stratify Voice books calls the moment prospects reach out.
02
Clients keep asking for status updates
Every “just checking in” email is time your team isn’t billing.
A client portal where clients see status, documents, and next steps without emailing you.
03
Your website doesn’t reflect your expertise
Prospects judge your firm online before they ever call, and a dated site costs you the first impression.
A credible, fast website with booking built in, written to position you as the expert.
04
Partners drown in email
The people who should be doing the highest-value work spend their mornings sorting their inbox.
Stratify Assistant briefs you each morning, triages your inbox, and tracks every follow-up.
Relevant work
Firms that look established from day one.
Stratify AssistantExecutive AI
We run our own firm on Stratify Assistant.
Morning briefs, inbox triage, and follow-up tracking across both Stratify companies, every day.
See Stratify AssistantWhere to start
Where most teams like yours start.
Can a small firm really benefit from a CRM?
Yes. Most small firms lose deals to slow follow-up, not to competitors. A CRM set up around your process, with automated follow-ups, fixes that without adding admin work.
Can you build a client portal for our firm?
Yes. We build secure portals where clients can see status, share documents, and review invoices, connected to the tools you already use.
Will AI replace our client relationships?
No. The AI handles intake, scheduling, reminders, and admin. Your people keep the relationships, with more time to spend on them.
Spend your hours on clients, not admin.
Book a free strategy call and we’ll show you where your firm’s time is going.