CRM & automation
No lead left on read.
I set up the CRM, pipelines and automations that make sure every lead gets an instant reply, a follow-up and a clear next step.
The short answer
A CRM with the right automations makes sure every lead gets an instant reply, a follow-up sequence and a clear next step, whether it came from your website, a call, a Google listing or an ad. For most service businesses, speed to lead is the cheapest growth lever there is. I set up the CRM, forms, pipelines and follow-ups so nothing slips, and so you can see which channel produced each customer.
How I approach it
The method.
- 01
Map the lead journey
Every source, every handoff and every place a lead can go cold today, from the first form or call to the booked job.
- 02
Capture everything in one place
Website forms, calls, texts, chat, social messages and bookings all flow into one CRM, tagged by source so you know what is working.
- 03
Respond instantly
Automatic text and email replies go out in seconds, missed calls get a text back, and the right person is notified right away.
- 04
Follow up until there is an answer
Sequences for new leads, quotes that went quiet, no-shows and past customers, written to sound like you, not a robot.
- 05
Close the loop
Pipelines show every lead’s stage, and reports tie booked revenue back to the channel that produced it.
What’s included
- CRM setup (GoHighLevel, or the CRM you already use)
- Pipelines and lead stages
- Website form and booking integration
- Missed-call text back
- Instant SMS and email replies
- Follow-up and nurture sequences
- Appointment reminders
- Review request automation
- Lead source tracking and reporting
- Team training
Signs you need this
- Leads sit in an inbox for hours before anyone replies
- Missed calls never get called back
- Quotes go out and nobody follows up
- You do not know which channel produced last month’s customers
- Your team tracks leads in a spreadsheet, or in their heads
Recent work
All projects
FAQ
CRM & Automation, answered.
What is a CRM, and does a small business need one?
A CRM (customer relationship management system) keeps every lead and customer in one place, with their history, stage and next step. A small business needs one as soon as leads come from more than one place or more than one person handles them, because that is when leads start slipping through.
How fast should I respond to a new lead?
As fast as possible, ideally within minutes. Buyers often contact several businesses at once, and the first to respond has a real advantage. An automatic text or email reply buys you time and makes the lead feel heard while your team gets to it.
What should a lead follow-up sequence include?
An instant confirmation, a personal-sounding follow-up the same day, a few spaced reminders over the next one to two weeks, and a clear way to book or reply at every step. It should stop the moment the lead responds or books, and hand off to a person.
Which CRM do you use?
Usually GoHighLevel, because it combines CRM, forms, texting, email, booking and review requests in one place for service businesses. If you already use HubSpot or another CRM, I build on that instead.
Will automation make my business feel impersonal?
Not when it is done well. Automation handles the speed and the reminders; the messages are written in your voice and hand off to a real person the moment a lead replies. Most customers only notice that you got back to them fast.
More expertise
Let’s make the numbers move.
Tell me where you want your business to be a year from now. I’ll tell you honestly how I’d get it there.