CRM & Automation: give every enquiry a clear next step.
We build the back end of your growth: pipelines, instant follow up, reminders, reviews and reporting, all running without anyone remembering to press send.
We are paid to grow revenue, not impressions.
Agree the outcomes, deliverables and tracking access before launch. Review qualified enquiries and sales where data is available, with assumptions and attribution gaps made clear.
- Instant text and email response to every new lead
- Pipeline stages that mirror how your team actually sells
- Automated reminders, no show rescues and review requests
- One dashboard for spend, leads, booked calls and closes
Simple, four step process
Map
Your sales process documented stage by stage before we automate.
Build
CRM, pipelines, forms and integrations configured end to end.
Automate
Follow up sequences and internal alerts switched on and tested.
Report
Live dashboards so you always know what each channel returns.
What goes into your crm & automation plan
Pipeline and ownership
Document stages, lead owners and next actions before configuring the CRM. Define what happens when an enquiry is unassigned or an integration fails.
Consent based workflows
Build acknowledgements, reminders and internal alerts around your real sales process. Use exclusions and stop conditions to avoid messaging someone after their status changes.
Integration and handover
Review supported connections, permissions and field mapping. Test sample records through the whole journey and document how staff handle exceptions.
What success is measured against
Review routing failures, response times, stage progression and attended bookings. Automation supports staff; exception monitoring is still needed and no system eliminates every missed lead.
Inspect the published work
Our public website projects let you inspect delivered websites. We do not present those projects as evidence of automation performance; service outcomes require their own campaign data.
Explore website projectsFollow up automation and speed to lead are where most B2B pipelines are won or lost. Read our complete B2B lead generation strategy guide for the full playbook.
CRM & Automation questions
Can you keep our current CRM?
We assess its capabilities and supported integrations before recommending a change. A suitable existing system can often be retained within the agreed scope.
What happens when an automation fails?
The design should include alerts, exception handling and a clear staff owner. Testing and monitoring requirements are agreed before launch.
Will staff need training?
Staff need to understand stages, tasks and exceptions. The proposal defines the handover, documentation and any training or ongoing support included.
Can leads be distributed across a team?
Supported tools can route by territory, service or availability. Agree fallback ownership so an unavailable team member does not leave a lead unassigned.
How are workflows tested?
Use approved sample records to check routing, messages, exclusions and errors. Document the expected result and who handles failures after handover.
Ready to scale past your current ceiling?
Book a free 30 minute strategy call. We will map your offer, your numbers and the fastest path to more booked revenue.