Automation & AI

Marketing Automation & CRM

Lead capture, scoring, nurture and handover wired end to end so no enquiry goes cold because someone forgot.

Is this you?

If any of these sound familiar, we should talk.

Leads sit in an inbox for three days.
Sales says marketing leads are junk; marketing disagrees.
Your CRM is a spreadsheet with ambitions.

What I do

The actual work, not a wish list.

CRM configuration

Pipelines, stages, properties and required fields.

Lead capture

Forms, chat and ad lead objects piped in automatically.

Lead scoring

Behaviour and fit scoring agreed with sales.

Nurture sequences

Email and WhatsApp flows by segment and stage.

Internal alerts

Instant notifications with full lead context.

Ops dashboard

Speed to lead, stage conversion and pipeline value.

My process

How this engagement runs.

Tools I use

HubSpotZapier / MakeGoogle Tag ManagerGA4Looker Studio
  1. 1

    Map

    Current journey from first touch to closed deal.

  2. 2

    Configure

    CRM, fields and integrations built out.

  3. 3

    Automate

    Flows, scoring and alerts switched on.

  4. 4

    Train

    Team walkthrough plus documentation.

What you get

Deliverables and reporting.

  • A written plan you can read in five minutes
  • Everything implemented, not just recommended
  • A live dashboard with the numbers that matter
  • A monthly note in plain English

Proof

Results this work has produced.

60%

traffic lift in 4 months

40%

uplift in qualified leads

10+

years of hands-on delivery

FAQ

Marketing Automation & CRM questions.

Next step

Ready to fix marketing automation & crm?

Tell me what you're trying to grow. I'll tell you honestly whether I'm the right person, and what I'd do first.

Send a quick brief

I reply within 24 hours.