Marketing Automation & Lead Management

Make sure the leads you already paid for get worked.

Follow-up processes, CRM workflows, WhatsApp journeys and reporting integrations.
Partly in developmentEngagements are scoped per business; no published rates.

Availability

Process design, routing and reporting are available now. Some platform-specific integrations are still being developed and are scoped per project.

Who this is for

Built for these situations

  • Businesses losing enquiries to slow or inconsistent follow-up
  • Companies with a CRM that isn't actually driving behaviour
  • Teams wanting WhatsApp and reporting connected to their enquiry flow

Problems addressed

What this fixes

  • Enquiries sit unassigned for hours or days
  • Follow-up depends on one person remembering
  • There's no reporting loop between marketing spend and sales outcome

Scope of work

What the engagement covers

Scope is agreed before work starts, so there is no ambiguity later about what was included.
  • Lead follow-up process design with owners and response-time targets
  • CRM workflow configuration where the platform supports it
  • WhatsApp enquiry journeys and templated responses
  • Notification and escalation rules
  • Reporting integrations between marketing and sales data

Deliverables

What you receive

  • Documented follow-up process and routing rules
  • Configured workflows within your existing platform's capabilities
  • WhatsApp journey templates where applicable
  • Reporting setup connecting enquiry source to outcome

Typical process

How this service runs

A defined sequence, adjusted to what already exists. Where an audit shows the current setup is sound, steps are skipped rather than padded out.
  1. Audit the handoff

    Establish how long enquiries actually wait and where they stall.

  2. Design the process

    Define stages, owners, timeframes and escalation.

  3. Configure

    Implement what the platform supports; flag what needs development.

  4. Monitor

    Track response times and conversion by stage, and keep the loop closed.

Evidence

Case studies appear here once the work, the founder's specific role and the outcome can all be evidenced.

No case study published for this service yet

I’d rather leave this empty than attach an unrelated project to it. The case studies section explains what is being prepared. View case studies.

Questions

Frequently asked

Which platforms do you work with?

Most mainstream CRMs and automation tools handle the patterns above through native configuration or webhooks. I'll confirm against your specific platform before committing to an approach.

Is this available right now?

The process design, routing logic and reporting are available now. Some deeper platform integrations depend on the specific CRM and are scoped per project.

Can you guarantee faster response times?

I can design, configure and measure the process. Whether response times actually improve depends on the people running it, which is why I report on it openly each month rather than assuming it.

Marketing Automation & Lead Management

Let's build a better marketing system for your business.

Tell me what you're trying to achieve, what is currently holding you back, and where you want to improve.