Digital Marketing Consulting
Marketing automation and CRM setup
We design the lead journey from capture to sale, choose or configure the CRM and email tools, and set up the forms, scoring, nurture emails and handover rules.
Who it is for
Teams that re-type inquiries into spreadsheets and follow up from memory.
- Duration
- Agreed on the first call
- Price
- Agreed in writing before we start
- You receive
- 5 written deliverables
- Can lead to
- CRM implementation
The situation
Capture, nurture and hand over leads without manual copying
Leads arrive by form, email, phone and WhatsApp, and follow-up depends on who saw them first.
What you get
- Lead journey map with stages and owners
- Tool recommendation or configuration plan for your CRM and email platform
- Form, scoring and routing rules
- Nurture email sequences, drafted for your review
- Reporting on lead volume and conversion by source
What we need from you
- Access to your current forms, inbox and any CRM
- A sales lead who can agree the handover rules
Which CRM do you recommend?
It depends on how you sell. We compare options against your process, including Zoho, Salesforce, Odoo and Dynamics 365, and tell you when a simpler tool will do.
Other ways to start
Not quite the right question?
Website & Funnel Audit
Find where visitors drop out between first click and signed deal
Companies whose website gets traffic but too few inquiries, or inquiries that never turn into deals.
Agreed on the first call
See the offer
SEO & Content Strategy
Be found by the buyers who are searching for what you sell
B2B companies whose buyers research online before they call anyone.
Agreed on the first call
See the offer
Performance Marketing Strategy
Spend on the channels that bring qualified leads, and prove it
Companies running ads without a clear view of cost per qualified lead.
Agreed on the first call
See the offer