CRM set-up
HubSpot, Zoho or a CRM that suits your size, set up around how you actually sell.
AI & automation
Follow up on every lead, automatically.
Most businesses don't lose leads to competitors; they lose them to slow follow-up. We set up the systems that reply, remind and report for you.
Free · 30 minutes · No obligation · Reply within 1 working day
Is this for you?
This is a good fit if…
- Leads sit in your inbox, WhatsApp or spreadsheets
- Follow-up depends on someone remembering
- You don't know where your best customers come from
- You want to use AI but don't know where to start
What's included
Everything you need, handled by one team.
Lead capture
Website forms, ads and WhatsApp connected straight into your CRM.
Automated follow-ups
Instant replies and nurture sequences by email and WhatsApp.
AI workflows
AI assistants for drafting replies, summarising calls and qualifying leads.
Reporting dashboards
One simple view of leads, sources and sales.
Team training
Short, recorded walkthroughs so your team actually uses the system.
How it works
Four simple steps.
Map
We map how a lead becomes a customer today, and where they drop off.
Set up
We configure the CRM, forms and integrations.
Automate
We build follow-ups, reminders and AI helpers.
Hand over
We train your team and keep improving it monthly.
What you get
Clear outcomes, reported honestly.
Every month you get a one-page report in plain English: what worked, what didn't and what's next.
Available in the Growth and Full Team plans, or as a one-off project →- Every lead captured in one place
- Follow-ups that happen within minutes, automatically
- A dashboard showing where leads come from
- AI workflows that save your team hours every week
Questions
AI & automation: FAQs
Which CRM do you recommend?
It depends on your team, budget and sales process. We often use HubSpot or Zoho, and we'll recommend the simplest option that works.
Will automation make us sound robotic?
Not if it's done well. We write messages in your voice and keep a human in the loop for important conversations.
Do you work with WhatsApp?
Yes. We can connect WhatsApp to your CRM and automate replies and reminders using approved business tools.
Other services
Need more than one?
Strategy & branding
Positioning, messaging and a brand that looks and sounds like it belongs at the top of your market.
Learn more →Content & social
Posts, reels, carousels and founder content that sound like you and show up consistently.
Learn more →Performance marketing
Meta, Google and LinkedIn ads plus landing pages built to turn attention into enquiries.
Learn more →Let's make your marketing simple.
Book a free 30-minute clarity call. You'll leave with a simple plan, whether you work with us or not.