You're Great at What You Do.
Revenue Shouldn't Be the Hard Part.
PlanGenX is a full-cycle revenue operations firm for service businesses — we build custom CRM systems, AI-powered marketing automation, and revenue intelligence dashboards that turn inconsistent revenue into a predictable, scalable growth engine.
Most Service Businesses Don't Have a Hustle Problem.
They Have a Systems Problem.
We see it every day across Boston, New England, and beyond. Leads go cold. Ads don't convert. The CRM sits empty. The best clients came from referrals that were never actually asked for. That's not effort — that's infrastructure. And it's exactly what we build.
of Service Business Leads Never Get a Follow-Up
More than two-thirds of inquiries receive no automated response. Meanwhile, 78% of customers book with the first business that responds. Without CRM automation and lead nurturing, you're handing clients to your competitors.
Average Annual Revenue Left Uncaptured
Between missed leads, poor follow-up, no attribution tracking, and zero retention systems — the average service business leaves over $60,000 per year on the table. Not from lack of clients. From lack of systems.
Higher ROI When Marketing & RevOps Work Together
Businesses running integrated CRM + paid advertising + AI automation generate 3.2x more revenue per marketing dollar than those running campaigns with no system to catch the leads they generate.
We're Not an Agency.
We're Your Revenue Architect.
Most agencies hand you deliverables and disappear. PlanGenX plugs in as your dedicated revenue operations partner — designing, building, and managing the full system that turns leads into clients and clients into recurring revenue.
Custom CRM Systems & Automation
Custom-built CRM architecture tailored for your specific workflow — lead intake, pipeline stages, AI-powered follow-up automation, and revenue reporting all configured and managed for you.
AI-Powered Digital Marketing
Google Ads, Meta campaigns, SEO, email marketing, and content — every channel tied directly to your CRM with AI automation so you know exactly which dollar is driving which client.
AI Automation & 24/7 Lead Capture
AI-powered intake bots, intelligent CRM sequences, automated content systems, and smart follow-up — working for your business around the clock without adding headcount.
Revenue Intelligence & Live Dashboards
Your RevGen Command Dashboard gives you full pipeline visibility, lead source attribution, and 90-day revenue forecasting — in real time, always on.
From Audit to Revenue — Live in 30 Days
We move fast. Most clients have their full revenue system live within 30 days of signing — and see measurable improvement within 60.
Free Revenue Intelligence Audit
We assess your full revenue pipeline — digital presence, lead flow, CRM gaps, marketing attribution, and competitor positioning. No pitch. Just data.
- Website & conversion audit
- Lead source attribution analysis
- CRM and pipeline assessment
- Competitor gap review
- Full written recommendations
Custom Revenue System Design
We architect your complete RevOps system — CRM infrastructure, marketing channels, AI automation layers, and KPI dashboards all mapped to your specific goals.
- Custom CRM pipeline architecture
- Marketing channel strategy
- AI automation workflow mapping
- Dashboard & reporting design
- 90-day growth roadmap
Done-For-You Build & Ongoing Management
We build everything — then manage it monthly. CRM, campaigns, automations, dashboards. You stay focused on your clients. We keep the revenue engine running.
- Full CRM buildout & launch
- Campaign setup & management
- Monthly optimization & reporting
- Bi-weekly strategy calls
- Ongoing system refinement
Your Revenue — Always Visible. Always Moving.
Every PlanGenX client gets access to RevGen — your real-time revenue dashboard. See your full pipeline, track every lead, and know exactly where your growth stands. No more guessing.
Revenue Operations Built for Your Industry
We specialize in service businesses and private practices — we know your patient journey, your sales cycle, your revenue gaps. Our systems are built for how your industry actually works.
Med Spas & Plastic Surgery
Custom CRM automation, cash-pay growth systems, and AI-powered marketing built for aesthetic practices.
Dental & Orthodontics
New patient acquisition, AI-powered recall automation, and unscheduled treatment plan follow-up systems.
Chiropractic & Physical Therapy
Cash-pay revenue growth, insurance-to-wellness conversion, and AI-driven patient reactivation systems.
Real Estate, Contractors & More
Full RevOps for service businesses across Boston and New England — if you have a revenue gap, we close it.
We're Not Your Typical Marketing Agency
PlanGenX operates as your revenue architect — we design, build, and run the complete system, not just one piece of it.
Integrated System — Not Siloed Services
Marketing, CRM, AI automation, and reporting all built to work together. No more disconnected vendors pointing fingers at each other.
Done-For-You Delivery
We don't hand you a strategy deck and wish you luck. We build it, launch it, and manage it monthly — you stay focused on your clients.
Revenue Visibility From Day One
Your RevGen Command Dashboard gives you real-time visibility into your full pipeline, lead sources, and revenue forecast — always on, always accurate.
Days to Full System Launch
Most clients have their complete revenue system live — CRM, campaigns, AI automation, dashboards — within 30 days of signing. We move fast.
Dedicated RevOps Partner
You get one dedicated partner who knows your business inside and out — not a rotating cast of account managers reading from a playbook.
Boston-Based. New England Focused.
Based in Massachusetts, serving service businesses across Boston, the South Shore, and New England — with clients nationwide.
Honestly I didn't even know what a CRM was when we started. I just knew we were busy but the numbers weren't matching up. PlanGenX came in, figured out where everything was leaking, and fixed it. We stopped losing patients between the first call and the appointment, our recall actually works now, and I can finally see what's driving new patients. It's been a game changer for us.
What Service Businesses Ask Us
What exactly is revenue operations consulting?
Revenue operations (RevOps) consulting is the practice of designing and managing the complete system that converts leads into paying clients — including custom CRM setup, AI-powered automation, marketing campaigns, pipeline reporting, and retention workflows. PlanGenX provides full-cycle RevOps for service businesses.
What is the Revenue Intelligence Audit?
Our free 30-minute Revenue Intelligence Audit assesses your full revenue pipeline — digital presence, lead flow, CRM gaps, marketing attribution, and competitor positioning. We identify exactly where your business is leaking revenue and map out the system to fix it. No commitment required.
What CRM systems does PlanGenX work with?
PlanGenX builds custom CRM systems and AI automation workflows tailored to your specific business needs. We configure pipeline architecture, lead intake automation, intelligent follow-up sequences, retention systems, and revenue dashboards — all managed for you monthly.
How long does it take to see results?
Most clients have their full revenue system live within 30 days of signing and see measurable improvement in lead response rates and booking volume within 30–60 days. The complete RevGen dashboard is live from day one.
What does it cost?
PlanGenX retainers start at $2,500/month for RevOps Foundation and $4,500/month for Full RevOps + Marketing. An AI & Advanced Automation add-on is available for an additional $1,500/month. Payment is due upfront or Net-7. All engagements start with a free Revenue Intelligence Audit.
What industries do you serve?
We primarily serve private practices (med spas, dental, chiropractic, physical therapy, plastic surgery), real estate agents and brokerages, home service contractors, and service businesses across Boston, New England, and nationwide.
Ready to Stop Leaving Revenue on the Table?
Book your free 30-minute Revenue Intelligence Audit — we'll show you exactly where your business is leaking revenue and how to close the gap. No pitch. No pressure. Just data.
Book Your Free Revenue Audit Explore Our Services →Your Revenue System Is
Waiting to Be Built.
Most service businesses are 30 days away from a completely different revenue reality. It starts with a free audit — we show you the gaps, you decide if we build the fix.
Free 30-minute audit · No commitment · Response within 24 hours · Serving Boston, New England & nationwide