CRM & Pipeline Management
Track every lead and customer from first contact to closed sale.
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One partner, four pillars
Everything a small business needs, in one place.
Blue Sun Strategies pairs our own custom, all-in-one business platform with hands-on consulting, financial management, and travel planning, so business owners get one partner instead of five separate vendors.
01 The platform
Custom Business Platform
One system for marketing, sales, and customer communication, set up and run for you.
Every part of it, set up and run by us
Sales Funnel & Website Builder
Drag-and-drop sites and funnels built to convert visitors.
Online Forms & Surveys
Capture leads and feedback with custom embedded forms.
Appointment & Calendar Scheduling
Automated booking with reminders to cut down no-shows.
Missed-Call Text-Back
Automatically text customers back when a call is missed.
Two-Way SMS & Email Marketing
Run campaigns and message customers from one inbox.
Multi-Channel Messaging
Facebook, Instagram, WhatsApp & live chat in one feed.
Workflow & Marketing Automation
Automated follow-up sequences that nurture leads for you.
Reputation Management
Request, monitor, and respond to reviews automatically.
Social Media Planning
Plan, create, and schedule posts across every channel.
Membership Sites & Courses
Package and sell digital products or gated content.
Invoicing & Online Payments
Send invoices and accept payments in the platform.
AI Chatbot & Conversational AI
Automate customer responses and lead qualification 24/7.
Call Tracking & Recording
Monitor call performance and quality across your team.
Analytics & Reporting Dashboards
See leads, sales, and marketing performance in real time.
Mobile App Access
Manage the business from anywhere with a dedicated app.
02 Consulting
Small Business Consulting
Strategy, operations, and hands-on guidance to help the business grow.
Strategic guidance to help owners run and grow the business
Strategic & Business Planning
Build the roadmap that turns goals into next steps.
Operations & Process Improvement
Tighten workflows so the business runs without you in every seat.
Marketing Strategy & Branding
Sharpen positioning so the right customers find you.
Sales Process & Team Training
Design a repeatable sales process and coach the team on it.
Growth & Scaling Strategy
Plan the next stage of growth before you outgrow today's systems.
Market & Competitive Research
Know where you stand and where the opportunity is.
Hiring, Staffing & HR Guidance
Build the right team and the structure to support it.
Ongoing Advisory & Accountability
A standing partner keeping the plan on track.
03 Financial management
Financial Management
Bookkeeping, reporting, and planning to keep the numbers healthy.
Keeping the numbers accurate, current, and easy to act on
Bookkeeping & Financial Tracking
Day-to-day recordkeeping that stays clean and current.
Budgeting & Cash Flow Forecasting
Know what's coming before it hits the bank account.
Financial Statements & Reporting
Clear, accurate statements whenever you need them.
Payroll Setup & Support
Get payroll running correctly and on schedule.
Tax Planning Coordination
Plan ahead instead of scrambling at filing time.
Accounts Receivable & Payable
Stay on top of what's owed and what's due.
Accounting Software Setup
Get QuickBooks or your platform of choice set up right.
Financial Health & KPI Tracking
Ongoing checkups on the numbers that matter most.
04 Travel planning
Travel Planning
Full-service travel booking for business trips, teams, and rewards.
White-glove travel booking for business and rewards travel
Corporate & Business Travel Booking
Full-service booking for trips that matter to the business.
Flight, Hotel & Car Reservations
One call handles every reservation for the trip.
Itinerary Planning & Coordination
Detailed itineraries so nothing gets left to chance.
Group Travel & Company Events
Retreats, offsites, and group trips planned end to end.
Incentive & Rewards Trips
Reward your team or top clients with a trip they'll remember.
Travel Budget Management
Keep travel spend predictable and on budget.
Travel Policy Setup & Support
Put a clear travel policy in place and keep it current.
Personal Travel Planning
The same white-glove planning for owners and staff, personally.
How we work
Four steps, no mystery.
The same shape whether we're setting up the platform, rebuilding your books or booking a company offsite.
Step 01
Look
We start with your marketing, your numbers and your calls. Free, and you get the findings whether or not you hire us.
Step 02
Scope
A one-page plan: what we'll do, what it costs, when it's done, and what you should expect it to return.
Step 03
Build
Weekly check-ins, work you can watch as it happens, and no invoice for anything we didn't agree first.
Step 04
Hand over
Training, documentation and access to everything. Then we check in at 30 and 90 days at no charge.
Working together
Three ways to engage us.
Project: fixed scope, fixed fee
A platform build, a strategic plan, an accounting setup, a group trip. Agreed up front, invoiced in stages.
Monthly and ongoing
The platform, bookkeeping, ongoing advisory, travel support. The work that only compounds if it keeps happening.
Everything, one partner
All four pillars together, one monthly fee, one point of contact. Our best value and our best results.
Blue Sun Strategies
Not sure which pillar you need?
Most people aren't. Tell us what you're trying to fix and we'll say which one fits.