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 the CRM systems, digital marketing, and AI automation 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 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 a CRM and lead automation, 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 + automated follow-up 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.
Revenue Operations & CRM Setup
HubSpot and GoHighLevel built for your specific workflow — lead intake, pipeline stages, follow-up automation, and revenue reporting all configured and managed for you.
Digital Marketing That Feeds the Pipeline
Google Ads, Meta campaigns, SEO, email marketing, and content — every channel tied directly to your CRM so you know exactly which dollar is driving which client.
AI Automation & 24/7 Lead Capture
AI-powered intake bots, behavioral CRM sequences, automated content systems, and intelligent 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.
- CRM pipeline architecture
- Marketing channel strategy
- AI automation 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
CRM automation, cash-pay growth systems, and digital marketing built for aesthetic practices.
Dental & Orthodontics
New patient acquisition, recall automation, and unscheduled treatment plan follow-up systems.
Chiropractic & Physical Therapy
Cash-pay revenue growth, insurance-to-wellness conversion, and patient reactivation systems.
Real Estate, Contractors & More
Full RevOps for service businesses across 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, 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, automations, 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.
Rooted in New England. Built for Everywhere.
Based in Massachusetts, serving service businesses across Boston, the South Shore, and New England — with clients nationwide.
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 — and I can finally see what's driving new business. It's been a total game changer.
What Service Businesses Ask Us
What exactly is revenue operations consulting?
What is the Revenue Intelligence Audit?
Do you work with HubSpot and GoHighLevel?
How long does it take to see results?
What does it cost?
What industries do you serve?
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 New England & nationwide
© 2026 PlanGenX, LLC. All Rights Reserved. Proudly Serving Boston, South Shore & New England.