Lead-generation businesses
Teams that need faster routing, consistent follow-up and a visible route from enquiry to sale.
We map your pipeline and automate time-consuming steps, from lead routing and scoring to AI-assisted follow-up sequences.
The gap between generating and converting a lead is often a process problem, not a traffic problem. We audit how leads move through your business, identify drop-off points and build automations that keep prospects moving without adding headcount.
What's included
- CRM audit & setup (HubSpot, Pipedrive, GoHighLevel)
- Lead routing, tagging & scoring rules
- AI-powered follow-up sequences & cadences
- Pipeline reporting dashboards
- Zapier / Make workflow automation
- Sales team enablement & training
How it works
01
Map
Walk through your current lead-to-close process. Find every manual step and delay.
02
Design
Build the automation logic in a visual map before writing a single workflow.
03
Build
CRM setup, integrations connected, sequences written and tested end-to-end.
04
Train
Your team receives a working system, documentation and a practical walkthrough session.
Often paired with
Built for your business model
Who we work with
Local service firms
Businesses managing calls, quote requests, appointments and post-job review workflows.
Local business marketingSaaS sales teams
Companies scoring, nurturing and handing qualified opportunities to sales.
SaaS marketingProperty businesses
Firms managing valuable enquiries across longer sales cycles and multiple stakeholders.
Property marketingClear answers
CRM & AI automation FAQs
Which CRM systems can you support?
We work with platforms including HubSpot, Pipedrive and GoHighLevel, plus compatible workflow tools such as Zapier and Make.
Will automation replace our sales team?
No. The aim is to remove delays and repetitive administration while keeping people responsible for judgement, relationships and important decisions.
Can you connect website enquiries to our CRM?
Yes, where the website, form and CRM provide suitable integrations. We map consent, fields, routing and error handling before launch.
How do you test CRM automations?
We document the logic, test representative paths and edge cases, and provide a clear handover so the team knows how the workflow behaves.
Tell us what you want to improve