Automation & CRM
Most lost leads aren't a marketing problem, they're a response-time problem. We automate the first touch so nobody waits for a callback that comes tomorrow.
Deliverables
WhatsApp Business setup
Verified account, templates, and automated first response within seconds of a form fill.
CRM implementation
Pipeline stages, fields, ownership rules and reporting configured to how your team actually sells.
Lead routing
Round-robin or rule-based assignment with escalation when a lead goes untouched.
AI calling agents
Voice agents that qualify inbound leads and book site visits or appointments.
Appointment booking
Calendar links, reminders and no-show follow-ups, all automated.
The process
Four stages, in this order. We don't skip ahead - most of the failures we're asked to fix come from launching before the foundation was in place.
- First response measured in seconds, not hours
- Every lead assigned to a named person
- A pipeline your sales head can read at a glance
- 1
Map the current flow
We follow a real lead through your process and find where it stalls.
- 2
Design the automation
Written flow diagrams you approve before anything is built.
- 3
Build and test
Tested with your team on live numbers before it touches real leads.
- 4
Monitor
Response times and drop-off tracked monthly, flows tuned accordingly.
Common questions
Pairs with
Tell us what you're trying to grow
A 30-minute call, a look at your current numbers, and a written plan within three working days. No deck, no pressure.