Marketing Automation and CRM
Leads do not fail because the campaign was bad. They fail because nobody followed up on Tuesday. Automation exists to remove that gap.
- Engagement
- Fixed-scope implementation plus optional support retainer.
- Reported on
- Lead response timeLead-to-opportunity ratePipeline velocityFollow-up completion
Scope
What this service covers.
Every item below is delivered by us, not outsourced to an unnamed subcontractor. Scope is agreed in writing before work starts.
- CRM selection, setup and data model
- Lead capture from forms, calls and WhatsApp
- Lead scoring and qualification rules
- Routing and assignment logic
- Nurture and re-engagement sequences
- Pipeline stages and reporting
- Sales and marketing handoff definitions
- Integration with billing and support systems
In detail
Marketing Automation and CRM, in practice.
What the work involves, who it suits and what changes once it is running.
Who this is for
Sales teams tracking leads in spreadsheets, businesses losing enquiries between channels, and companies whose marketing reports volume while nobody can say what happened after a lead arrived.
Where leads are lost
Not in the campaign. In the gap between arrival and ownership: forms that email one person, calls that are never logged, WhatsApp enquiries sitting in a personal phone. Every unassigned lead is a marketing cost with no outcome.
The fix is structural: one lead record, an assignment rule, an escalation when nobody responds, and a pipeline that reflects the stages the team actually uses.
What changes in the first 90 days
Weeks one to three: journey mapping and CRM configuration with data migration. Weeks four to six: routing, notifications and first nurture track live. Weeks seven to twelve: pipeline reporting adopted, with first response time and stage conversion reviewed weekly.
Specialisms
Go deeper on one piece.
CRM Setup
A pipeline that matches how you actually sell.
DetailsLead Routing
Every enquiry assigned before it goes cold.
DetailsLead Nurturing
Follow-up that continues after the first no.
DetailsPipeline Reporting
Where deals stall, and why.
DetailsMarketing Integrations
One lead record across ads, site, CRM and billing.
DetailsHow we run it
The operating sequence.
The same four stages every engagement moves through, with a decision point between each.
Map
Document the journey from first touch to closed deal, including every manual step and where leads currently leak.
Configure
CRM fields, stages and automations set up around that journey rather than a vendor default.
Connect
Forms, ads, calls and messaging all writing into one lead record.
Train
A short operating manual and a session with the team, because adoption decides whether this works.
Deliverables
What you actually receive.
- Configured CRM with pipeline stages
- Lead capture and routing automation
- Nurture sequences
- Weekly pipeline dashboard
Reporting
Numbers we are judged on.
Reporting is written, not just a dashboard link. Each month we state what changed, what it cost and what we are doing next.
- Lead response time
- Lead-to-opportunity rate
- Pipeline velocity
- Follow-up completion
Questions
Before you commit.
- Which CRM do you work with?
- We implement what fits your process, and we build custom pipelines where an off-the-shelf tool would force the wrong flow.
- Can this connect to our existing systems?
- Yes. Billing, support and inventory systems can be integrated so the CRM reflects the full customer relationship.
- What if the team does not use it?
- That is the main risk, which is why we train the team and keep the pipeline to the stages they actually use.
Works well with
All marketing servicesMeta Ads
Facebook and Instagram campaigns built around qualified enquiries, not impressions.
View serviceGoogle Ads
Search, Shopping and Performance Max campaigns for people already looking to buy.
View serviceSearch Engine Optimisation
Technical foundations, content structure and authority building that compound.
View serviceNext step
Tell us what you are trying to fix.
A short conversation is usually enough to know whether we are the right fit. If we are not, we will say so.