CRM setup & pipeline
Stages, fields and automations that reflect how your team really sells.
- Pipeline design
- Lead scoring
- Task automation
Marketing automation
Leads, CRM, campaigns and automated follow-ups.
Most pipeline is lost between the form submission and the second follow-up. We close that gap with automation your sales team trusts.
- <2 min
- lead response time
- +27%
- lead-to-meeting rate
- 1240+
- automated follow-ups
Automation layers
From first touch to closed deal, without manual chasing.
Capture, qualify, nurture and report — connected so nothing waits in an inbox.
Nurturing & follow-up
Email and message sequences triggered by real behaviour.
- Behaviour triggers
- Multichannel sequences
- Re-engagement flows
Reporting & data hygiene
Clean data and dashboards leadership can act on.
- Deduplication rules
- Source attribution
- Revenue dashboards
Delivery
How the system gets built.
- 01
Audit
Current CRM, data quality and where leads go cold.
- 02
Design
Lifecycle stages, scoring model and handover rules.
- 03
Build
Forms, routing, sequences and integrations implemented.
- 04
Enable sales
Training so the team works inside the system, not around it.
- 05
Optimise
Monthly review of conversion by stage and sequence.
Scope
Always included
What ships with every engagement — no hidden extras, no surprise dependencies.
- Instant lead routing and notification
- Deduplication and data validation rules
- Sequence templates you can edit
- Dashboard from source to closed revenue
Impact
What clients get
<2 min
average first response to a new lead.
+27%
more leads converted into meetings.
-80%
manual follow-up work for sales.
100%
of leads tracked to an outcome.
Leads going cold before sales reacts?
Show us your current flow and we'll design the automation that closes the gap.