Transform Your Digital Presence
Strategic consulting for Boston-area businesses seeking to amplify their marketing, optimize their sales pipeline, and achieve sustainable growth.
- 240% Average Client Growth Rate
- 98% Client Satisfaction
- 3x Lead Conversion Increase
- 90 Days Typical Time to ROI
Our Services
CRM Integration & Lead Nurturing
Transform your sales process with automated lead management and nurturing.
- CRM setup and training
- Landing pages, forms, and lead scoring
- Email workflows to warm up prospects
Digital Marketing Strategy
Build a powerful online presence that drives qualified leads to your business.
- SEO optimization & content calendar
- Social media presence setup & management
- LinkedIn campaigns for B2B lead generation
Sales Enablement Tools & Training
Equip your sales team with the frameworks and tools they need to close more deals.
- Playbooks, scripts, and closing frameworks
- Sales team training on CRM usage and optimization
- Alignment between marketing and sales for smoother handoffs
Ongoing Support & Optimization
Continuous improvement and support to maximize your marketing ROI.
- Weekly dashboards & reporting
- Monthly review meetings
- Continuous improvement (A/B testing, campaign updates)
Website Performance & Analytics
- Website performance audits & optimization
- Analytics setup and conversion tracking
- Third-party integrations & technical consulting
Consulting Packages
Basic Package — $3,000 (one-time)
Perfect for small businesses starting their digital journey. Completed in 4–6 weeks.
- Digital marketing strategy consultation
- Basic SEO optimization & content calendar
- Social media presence setup
- Sales enablement playbook & scripts
- CRM setup and walkthrough
- Six one-hour strategy meetings
Professional Package — $6,500 (3 months)
Comprehensive solution for growing businesses. Full implementation over 3 months with continuous support.
- Everything in Basic Package
- Landing pages & lead scoring setup
- LinkedIn B2B lead generation campaigns
- Sales team training on CRM usage
- Marketing-sales alignment framework
- Weekly performance dashboards
- Monthly strategy review meetings
- Ongoing A/B testing & optimization
Enterprise Package — Custom Pricing
Custom solutions for established businesses. Tailored timeline based on your needs.
- Everything in Professional Package
- Custom integration with existing systems
- Advanced analytics & reporting suite
- Dedicated account manager
- Priority support & strategic guidance
Waypoint CRM Platform
All-in-one sales platform. From lead capture to deal close.
Contact Management
Centralized CRM to track all your leads and customers with smart filtering, status tracking, custom tags, regional assignments, activity history, and bulk CSV/Excel import.
Embeddable Lead Capture Forms
Drag-and-drop form builder with live preview. Customizable colors, configurable fields, and one-line embed code for any website.
Contact Enrichment
One-click enrichment from email addresses. Auto-populate company info, job titles, LinkedIn profiles, and industry data.
Calendar Integration
Sync with Google Calendar and Microsoft Outlook. Automatic meeting-to-contact linking with weekly and monthly views.
Opportunity Pipeline
Visual kanban-style pipeline with drag-and-drop. Deal value tracking, probability modeling, expected close dates, and pipeline forecasting.
AI Call Intelligence (Premium)
Automatic meeting recording and transcription via Fireflies. AI-generated summaries, sentiment analysis, action items, and key topic extraction.
Sales Metrics Dashboard
Weekly sales activity tracking, pipeline value and velocity metrics, conversion rate analysis, revenue forecasting, and team performance dashboards.
Team Collaboration
Multi-user access with role-based permissions. Team invitations, shared contact views, activity audit trails, and region-based territory management.
CRM Platform Pricing
Free — $0/month
Unlimited contacts, 1 form, 1 domain, 5 enrichments/mo, calendar integration, opportunity pipeline.
Basic — $6.99/month
Unlimited contacts, 5 forms, unlimited domains, 100 enrichments/mo, bulk import, calendar, pipeline.
Premium — $10.99/month (Most Popular)
Unlimited contacts, 10 forms, unlimited domains, 250 enrichments/mo, bulk import, calendar, pipeline, AI Call Intelligence.
Enterprise — Custom Pricing
Unlimited everything, dedicated account manager, custom integrations.
About Us
Founded in 2025, Waypoint Strategic Consulting is dedicated to helping small and medium businesses in the Boston area build a powerful online presence and drive measurable growth.
Our Mission
To help small and medium businesses in the Boston area build sustainable growth through strategic marketing, effective lead nurturing, and sales enablement that drives real results.
Our Vision
To become Boston's most trusted partner for businesses looking to transform their online presence and create predictable, scalable revenue growth.
Our Values
- Customer-First — Every decision is guided by what's best for our customers.
- Innovation — We constantly push boundaries to deliver cutting-edge solutions.
- Trust & Security — We build products with security at the core.
- Collaboration — Great things happen when teams work together.
Results
- 23+ local businesses served
- 180% average lead increase
- 98% client satisfaction
- 240% average growth rate