Software that actually gets used.
A software implementation consultant sets up a new tool, like a CRM, so it fits how the business really works: data moved in, integrations connected, the team trained. Lockhold scopes it, builds it, and stays until it's in daily use.
What we implement
- CRM implementation: pipeline, contacts, and follow-up set up around how you actually sell.
- Operations tools: project, inventory, and support software configured and connected.
- Integrations: the tools you already have, talking to each other.
- Training and handoff: short SOPs so your team runs it without you.
How engagements work
- Set scope. In writing, before work starts.
- Fixed price. No open-ended hourly billing.
- Run until done. Finished when your team runs it without you.
Who's behind it
Lockhold is owned and run by Joe and Ro. Joe has been through two exits and helped take a company public. Read our story.
The AI & Operations Teardown
A paid, two-week look at how your business actually runs. We find where AI and better systems take work off your plate first. You get a written plan, plus a build scope and a fixed quote. If you go ahead with the build, the Teardown fee is credited toward it.
- About two weeks
- Written plan you keep
- Build scope and fixed quote
- Fee credited toward the build
Questions about software implementation
What does a software implementation consultant do?
They set up a new system so it fits the business, move the data, connect it to other tools, and train the team.
Do you do CRM implementation?
Yes. CRM setup and cleanup is a common scope: pipeline, follow-up, and reporting built around how you sell.
Which software do you work with?
Whatever fits the job. We'll recommend keeping what you already pay for when it can do the work.
What tool is sitting half set up?
Tell us in a few lines. If it's a fit, we'll come back with a scope.
Scope your project