Setting the Standard for customer engagement
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Bring customers in.
Give them a reason
to come back.

We help businesses improve how they handle inquiries, follow up with interested customers, and stay in touch after the sale.

Our team learns how your business works, sets up the right websites, CRM tools, and automations, and provides ongoing management and support based on what you need us to handle.

Standard 78 bear
Setting the Standard for customer engagement

Good service deserves
good follow-through.

When follow-up depends on memory, customer information is scattered, or responsibilities are unclear, it becomes harder to stay consistent as work gets busy. Even a capable team can lose track of who needs a response and what should happen next.

Inquiries that get missed.
Estimates that need follow-up.
Customer information scattered across systems.
Past customers who never hear from you again.

We look at where those gaps occur and help you decide what needs a clearer process, what can be automated, and what needs someone on your team to take action.

A better customer journey
starts with BEAR.

We use BEAR to review what happens from a customer’s first inquiry through their next purchase. Looking at each stage helps us identify missed follow-up, unnecessary manual work, and the improvements worth addressing first.

Bring Them In

Help people find your business and make it easy to reach out. Capture their information and inquiries so opportunities don’t get missed.

  • Build pages around what customers search for.
  • Connect forms and chat to your customer records.
  • Capture inquiries from calls, texts, and social media.

Engage

Respond, build trust, and follow through. Help interested people get answers and take the next step toward becoming customers.

  • Send a timely first response.
  • Follow up on unanswered inquiries and estimates.
  • Give interested customers a clear next step.

Assist

Make doing business with you easier. Support customers with clear communication, scheduling, reminders, and updates throughout their experience.

  • Send confirmations and preparation instructions.
  • Keep customers informed as work progresses.
  • Notify the right person when attention is needed.

Reconnect

Keep the relationship going after the initial service. Stay in touch with useful follow-ups, reminders, and offers that encourage repeat business, reviews, and referrals.

  • Share useful tips, news, and offers.
  • Reach out when another purchase or service makes sense.
  • Ask for feedback, reviews, and referrals.

B-I-G · Business Improvement Guide

Find a practical place to start.

Not sure which part of your business needs attention first? Our Business Improvement Guide helps you explore common challenges across the customer journey, from capturing inquiries to staying in touch after the sale.

Browse the areas that matter to you and see how different tools and services could help. It’s a way to put words to what you need, discover options you may not have considered, and come to a conversation with clearer priorities.

Explore the B-I-G ↗ (opens in a new tab)

EXAMPLES OF OUR WORK

25,000 contacts.
A more organized
way to reach them.

A customer had 25,000 contacts to reach, but each group needed different information. Sending everything at once would also have made it difficult for their team to keep up with the responses.

We segmented the contacts, matched each group with the appropriate email, and staggered delivery around the team’s capacity. Selected groups received a later text prompting them to check their email; others received email only.

The groups were also easier to find and use for future campaigns, giving the customer a way to nurture contacts without relying on as much manual dialing.

WHAT HAPPENED NEXT

The customer reported that calls were already coming in from people responding to the campaign.

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From planning to implementation,
with ongoing support.

We start by understanding how your business operates today and what you would like to make easier. Together, we work through the options and choose a practical place to start, keeping your goals and your team’s capacity in mind.

Understand

We review how inquiries arrive, how follow-up happens, and what your team uses to keep track of customers. We ask where work gets delayed or requires repeated manual effort.

Organize

Together, we decide which improvements will be most useful and map out how they will work. We help your team see what happens next, where automation can help, and where a personal response matters.

Implement

We set up the tools and workflows, check that messages and notifications follow the intended steps, and walk your team through how to use them. We take time to answer questions so people feel comfortable getting started.

Support

Once your team starts using the system, we stay available to answer questions, work through problems, and explore what could work better. As your business changes, we help you think through the next improvements.

Let us handle more of the work.

If you do not have someone available to build workflows or run campaigns, we can help with the planning, setup, and ongoing work. Tell us what you want to accomplish, and we will work with you to turn those ideas into action, checking in with you on the important decisions.

For example, if managing appointments is taking up too much of your team’s day, we can help connect online booking, confirmation messages, and appointment reminders. We walk through the process with your team so they know how bookings arrive and when a customer needs a personal response.

Have your own team?

Your team can run the system while we provide setup, training, and ongoing guidance. Whether they are working through a workflow or looking for a setting, they have someone to ask and help them move forward.

Your team handles daily customer conversations and service delivery. We build and support the systems behind them.

Websites, CRM, and automation
built around your business.

Each service has a role in your customer journey. We help you choose the tools that make sense for your business, connect them to the way you work, and find the right balance of hands-on help and support for your team.

WEBSITES

Make the next step easy.

We build websites that explain what you offer and give visitors a clear way to inquire, book, or learn more. We can connect forms and appointment options to your CRM so the next step is organized for your team when someone reaches out.

Explore website design & support →
CRM SYSTEMS

Keep your team organized.

We organize contact records, customer groups, and sales stages around how you work. Your team can find the relevant information, see where an opportunity stands, and understand who needs follow-up. We also help them learn how to use the system in their daily work.

Explore CRM & customer communication →
AUTOMATION

Handle repeatable steps.

We build workflows that send timely reminders and messages, notify your team when action is needed, and make the next step clear. Timing and responsibilities are planned around your business, so routine follow-up can happen consistently while your team handles the conversations that need personal attention.

Explore automation & follow-up →
CAMPAIGNS

Keep your business present.

We help plan who you want to reach, what they need to hear, and when to contact them. Our team can work with you to prepare and launch email, text, and social content, from newsletters and promotions to customer reactivation. Customer groups and sending schedules help keep the communication relevant and manageable.

Explore customer reconnection →

Built on experience.
Guided by standards.

Standard 78 began in 2026, bringing together roughly ten years of hands-on experience with CRM systems, automation, and customer communication. Over that time, we’ve seen how much the right setup—and someone who understands it—can matter to a business and the people running it.

That experience is the foundation of Standard 78. Our work has grown to include websites and other ways to help businesses connect with their customers, while staying grounded in what we know best: organizing customer information, improving follow-through, and supporting the people doing the work.

Your goals shape the work.

We want to understand what matters to you, what helps your business, and what you want your customers to experience. Listening gives us a better starting point, and working through ideas together helps us reach an outcome that fits.

Your business should feel like yours.

A website, email, social post, or follow-up message should reflect your business and the people you serve. Your voice, goals, and customer relationships guide the details, so the finished work feels like a natural part of what you do.

We care about getting it right.

Our standards mean taking care with the details, being clear about what we’ve agreed to deliver, and making sure the work meets that agreement. They also mean being available to listen, answer questions, and help when something needs attention.

What would you like
to work better?

Tell us what’s taking too much time, getting missed, or becoming difficult to manage. We’ll talk through how you handle it today and explore where we can help.

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Bring a question, a recurring problem, or a goal you want to work toward. You do not need a finished plan.