CRM setup & automation
Never lose a lead in the inbox again
Pipelines, follow-up texts and emails, online booking, reminders and reporting — set up around how you actually sell, so every lead gets a fast reply and every job is tracked.
Why it matters
Bad CRMs don't lose deals — they hide them.
A lead fills in a form at 9 pm, nobody replies until tomorrow afternoon, and by then they've booked someone else. Speed wins, and speed comes from automation: the right reply, reminder and follow-up, sent the moment it's needed.
How it works
From first conversation to results
- 1Day 1–2
Revenue audit
Where leads come from, how they're qualified, when they convert and what falls through the cracks.
- 2Day 3–4
Pipeline + fields
Pipelines, custom fields, tags and segments modelled on your real sales process.
- 3Day 5–7
Sequences live
Email and text sequences written and tested, every form wired in, bookings flowing.
- 4Week 2
AI on top
Lead scoring, data hygiene and call summaries — with your CRM as the source of truth.
- 5Week 2
Train + handoff
A one-hour walkthrough and short videos so your team can run it without us.
- 6Day 30–90
Refine + report
We watch the numbers, tune sequences and report on the impact.
The data
How fast companies answer web leads
When 2,241 U.S. companies first responded to a web lead.
Source: Harvard Business Review, “The Short Life of Online Sales Leads” (2011)What it looks like
See it in action
Example view
New lead 2
Kitchen remodel quoteFurnace not ignitingContacted 1
Gutter cleaningBooked 2
Annual AC tune-upDrain cleaningWon 1
Water heater installWhat you get
Everything included in CRM Automation
Pipelines + custom fields
Modelled on how you actually sell, with automation triggers from day one.
Email + text sequences
Written, tested and sent the moment a lead lands.
Booking + reminders
Calendar tied to the CRM, reminders and no-show recovery.
AI lead scoring
Hot leads rise to the top of the list automatically.
Data hygiene
Contacts enriched, duplicates merged, calls summarised.
Revenue reporting
Pipeline value, conversion by stage and what's working — live.
Questions
The honest answers
What is CRM automation?
Removing manual sales work — lead routing, follow-up, appointment confirmation, data entry, call notes, stage updates — by letting your CRM do it in the background.
What CRM platforms do you work with?
We're platform-agnostic: HubSpot, Salesforce, Pipedrive, Zoho, ActiveCampaign, Keap and our own CRM stack.
Will my data import cleanly?
Yes. Import and clean-up are part of every engagement: duplicates merged, phone and email formats normalised, old fields mapped to new ones.
Do you handle email deliverability and texting compliance?
Yes. SPF, DKIM, DMARC and warm-up for email; opt-in flows and compliant footers for text messages.
What does the $49/month lead tool include?
Your contacts and appointments in one place, so every call, form and booking from your website lands somewhere you can act on it.
Start here
Book a free consultation
Tell us about your business. We’ll be in touch to set up a time — a relaxed conversation, honest advice, no pressure.
Not sure which services you need?
Free consultation. We assess your situation and goals first.