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04 / Service pillar

CRM and automation so no lead gets lost.

Every enquiry captured with its source, sent to the right person, followed up on time and reported back to marketing, with GA4 and Tag Manager tracking that ties each lead to its campaign. Set up in HubSpot or Zoho, with AI where it genuinely saves time.

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01 / CAPTURE Source saved with every lead
02 / FOLLOW-UP Automated and on time
03 / REPORTING From campaign to deal
Free enquiry

Request a free CRM and automation review

Tell us how enquiries reach you today. We will reply with where leads are being lost and what to automate first.

Common problems

Signs you need this

04 signs to look for
▪ HANDOFF 01

Leads sit in an inbox or spreadsheet

Enquiries are copied around by hand, and some are never answered at all.

Root cause: No CRM process
▪ SPEED 02

Follow-up depends on someone remembering

There are no reminders, sequences or alerts, so response times vary from minutes to days.

Root cause: Manual follow-up
▪ CONTEXT 03

Sales does not know where a lead came from

Source, campaign and pages viewed are lost somewhere between the form and the CRM.

Root cause: Broken tracking
▪ WASTE 04

Your team repeats the same tasks every week

Data entry, reports and routine emails take hours that simple automation could save.

Root cause: No automation
What we do

Services in Systems & Automation.

Start with one service or combine several. Each one connects to the rest of your marketing system.

Systems & Automation 01

AI Automation

Practical AI workflows for research, content drafts and lead handling.

Explore
Systems & Automation 02

CRM

HubSpot or Zoho set up around your real sales process and lead sources.

HubSpot Zoho
Explore
Systems & Automation 03

Marketing Automation

Follow-ups, nurture emails and alerts that run without manual chasing.

Explore
Systems & Automation 04

Analytics & Tracking

GA4, Tag Manager, conversion tracking and dashboards so every lead shows its source and your numbers agree.

Explore
Deliverables

What you get.

Deliverable01 / 04

CRM setup

Pipeline stages, fields, users and views designed around how you actually sell.

Output: Working CRM
Deliverable02 / 04

Lead capture and routing

Website forms connected to the CRM with source and campaign data, plus instant alerts.

Output: Connected forms
Deliverable03 / 04

Automation workflows

Follow-up emails, reminders, nurture sequences and internal notifications.

Output: Live workflows
Deliverable04 / 04

Dashboards

Simple reports from lead source to closed deal, so marketing and sales see the same numbers.

Output: Reporting dashboard
Process

How the work runs.

  1. STAGE 01 Discovery

    01 Map

    We map how enquiries reach you today, who handles them and where they get lost.

    Output: Lead flow map
  2. STAGE 02 Foundation

    02 Align

    We agree pipeline stages, what a qualified lead looks like and which steps to automate.

    Output: CRM and workflow plan
  3. STAGE 03 Execution

    03 Build

    We set up the CRM, connect forms and build the follow-up workflows and alerts.

    Output: Working CRM and workflows
  4. STAGE 04 Iteration

    04 Improve

    We check data quality and response times, and add automation where it saves time.

    Output: Regular reviews
Free resources

Go further with these

Playbook The Connected Growth System Playbook A five-layer model for joining strategy, demand, website, CRM and measurement, with a maturity model, a 90-day connection plan and worksheets. Based… Download free Assessment · 5 min Growth System Maturity Assessment Score how connected your growth system is across strategy, demand, website, CRM and measurement, and see which layer to fix first. 15… Take the assessment
Ways to work with us

Start small or go all in.

Pricing depends on scope, so we agree it in writing after the free review. These are the three usual ways to start.

Model 01 Start here

One-time audit

A full review of the area you choose, with a written, prioritised list of what to fix and why.

Best whenYou want clarity before committing to a bigger project.

Discuss this
Model 02 Build

Fixed-scope project

A defined piece of work, such as a new website, a CRM setup or an SEO foundation, with deliverables and timeline agreed in writing.

Best whenYou already know what needs to be built or fixed.

Discuss this
Model 03 Run and improve

Ongoing support

Monthly work on SEO, content, campaigns or CRM, with regular reviews and reporting tied to enquiries and sales.

Best whenYou want a team that keeps improving results over time.

Discuss this
Part of one system

How this connects to the rest.

Systems & Automation works best when it shares the same plan and data as the other three areas.

FOUNDATION Strategy & Brand Direction Defines who you target and what you say, so campaigns, pages and sales start from the same message. Explore ACQUISITION Demand & Growth Marketing Brings the right visitors through search, AI answers, content, social and paid campaigns. Explore CONVERSION Websites & Digital Experience Turns visitors into enquiries and orders with clear pages, fast load times and simple forms. Explore
Who it is for

Is this a fit for you?

For teams that get enquiries but cannot be sure each one is handled well.

Businesses moving from spreadsheets to a first CRM

You need a setup that fits how you work, without paying for features you will not use.

Teams with a CRM that nobody uses properly

The CRM exists, but data is incomplete and the team works around it instead of in it.

Companies spending time on repetitive work

Reporting, data entry and follow-up take hours each week that could be automated.

Platforms

Tools we work with

We start with what you already use
  • [ HubSpot ]
  • [ Zoho CRM ]
  • [ Make.com ]
  • [ Zapier ]
  • [ Google Workspace ]
  • [ WhatsApp Business ]
  • [ Brevo ]
  • [ Google Analytics 4 ]
  • [ ChatGPT / Claude ]
Learn and try

Related guides and free tools

CRM12 min read HubSpot CRM: Design the Data Model Before Building the Dashboard Make lifecycle stages, identity, intake and ownership trustworthy. Read guide CRM12 min read Lead Management & Sales Handoffs: Stop Losing Meaning Between Teams Move valid requests into accountable work without losing their meaning. Read guide AI AUTOMATION13 min read AI Workflow Automation: Design Trust, Review and Recovery Into the Process Bound AI decisions with evidence, review, permissions and recovery. Read guide
Free tools
Free tool Open → Marketing ROI calculator Work out cost per lead, cost per sale and return on your marketing spend. Free tool Open → UTM link builder Build consistent campaign links so every visit and lead shows its real source.
FAQ

Questions about Systems & Automation.

01 HubSpot or Zoho: which should we use?

Both are good. HubSpot is easy to adopt and strong for marketing; Zoho is flexible and cost-effective as you grow. We recommend based on your process, team size and budget, and work with what you already have where it makes sense.

02 Do we need a paid CRM plan?

Not always. Free plans are often enough to start capturing and following up leads properly. We suggest upgrading only when a specific feature is needed.

03 Can you move our existing data?

Yes. We can import contacts and deals from spreadsheets or another CRM, clean up duplicates and map fields before go-live.

04 Will automated follow-ups feel robotic?

Not if they are written well and used in the right places. We automate reminders, confirmations and routine steps, and keep important conversations personal.

05 Who owns the CRM and automation accounts?

You do. Everything is set up in your accounts and documented, so your team can run and change it without us.

Free review

Ready to make sure every lead is followed up?

Tell us how enquiries reach you today. We will reply with where leads are slipping and what to fix first.

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