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AUTOMATION & CRM

Leads that don't fall through.

CRM setup, lead follow-up, missed-call text-back, booking flows, and email/SMS workflows, the system behind the site that turns enquiries into booked work without manual chasing.

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What gets built

The pieces, spelled out.

CRM setup

A pipeline where every lead is captured, organized, and visible.

Follow-up automations

Missed-call text-back, email/SMS sequences, and review requests on autopilot.

Booking & quote flows

Self-serve scheduling and estimates that turn interest into appointments.

Pipeline & reporting

Stages, reminders, and reporting so nothing stalls silently.

What you end up with.

  • Every enquiry answered fast, automatically
  • A CRM that organizes the pipeline instead of an inbox
  • Bookings and quotes handled without manual chasing
  • Reviews and follow-up that run on their own

What this covers.

Capture

Every form, call, and message routed into one organized pipeline.

Follow-up

Instant, automated responses that beat the speed-to-lead window.

Booking

Scheduling and quotes that move leads to confirmed appointments.

Reviews & retention

Automated review requests and re-engagement that compound.

How it works.

01

Map the pipeline

Define stages from first touch to booked and won.

02

Wire the automations

Connect capture, follow-up, booking, and notifications.

03

Tune

Watch where leads stall and tighten the flow.

Good to know.

Which CRM do you use?+

We commonly set up HighLevel, but can work with the CRM you already use where it has an API.

Do you offer ongoing support?+

Yes. Maintenance, reporting, and automation tuning are available monthly.

Ready to start with systems?

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