Solution
Stop losing enquiries to manual follow-up
CRM configuration, pipeline hygiene and automations that remove the repetitive work — so response time is short, attribution survives, and reporting is trustworthy.
Why this exists
The business problem
The most expensive marketing failure is rarely at the top of the funnel. It is the enquiry that arrived at 4:50pm on a Friday and was answered on Tuesday, the duplicate contact worked by two people, and the deal sitting in a stage nobody has defined.
Where the CRM is half-configured, the reporting cannot be trusted, so the team stops updating it, which makes the reporting worse. That loop is common and self-reinforcing.
Automation only helps once the definitions underneath it are agreed. Automating a broken process makes the breakage faster.
Fit
Who this is for
A good fit if
- Teams whose follow-up depends on someone remembering
- Businesses with a CRM nobody trusts or updates
- Companies where marketing and sales report different numbers for the same month
- Operations spending hours a week on copy-paste between systems
Probably not a fit if
- Solo operators whose whole pipeline genuinely fits in a notebook
- Organisations unwilling to agree on stage definitions
- Anyone expecting automation to substitute for a sales process
Scope
What is included — and what is not
Scope written plainly, so there is no argument later about what was assumed.
Process mapping
How an enquiry actually travels through your business today, including the informal steps nobody documented.
CRM configuration
Pipelines, stages, required fields, ownership and permissions — built around your process, not the vendor's demo.
Data migration and hygiene
Import, deduplication, normalisation and suppression, with a documented record of what was merged.
Attribution plumbing
Source, campaign and landing-page data carried from the form all the way to the closed deal.
Automations
Assignment, notifications, follow-up tasks, sequence enrolment and escalation when a response window is missed.
Integrations
Website forms, calendar, email, phone, accounting and support tools connected where it removes real manual work.
Reporting
Dashboards for pipeline, source quality and response time, defined once so the numbers stay comparable.
Team enablement
Documentation and training, because a perfectly configured CRM that nobody uses is worth nothing.
Explicitly not included
- CRM licence and seat costs
- Custom software development beyond supported integrations
- Guaranteed close-rate improvements
- Running your sales process on your behalf
- Migrating systems we have not been given access to
How it works
The working process
Discovery and mapping
Week 1–2Current process, systems inventory, data quality assessment and definition workshop.
Design
Week 2–3Pipeline structure, field schema, automation logic and reporting requirements, signed off in writing.
Build and migrate
Week 3–6Configuration, data import and clean-up, integrations connected in a test environment first.
Automate
Week 5–8Assignment, follow-up, escalation and attribution flows, tested against real scenarios.
Train and hand over
Week 8–10Documentation, training and a supported first month while habits form.
Measurement
KPIs we monitor
These measures exist to make the invisible operational losses visible.
Median response time
Enquiry timestamp to first human contact, measured per source and per owner.
Enquiries with complete attribution
Share of records arriving with source, campaign and landing page intact.
Duplicate rate
Duplicate contact and company records created per month, trending toward zero.
Stage hygiene
Percentage of open deals with a next action and a date, which is the single best predictor of forecast accuracy.
Automation coverage
Manual steps eliminated, with estimated hours returned per week.
Follow-up completion
Share of sequences completed rather than abandoned after the first attempt.
Expectations
Realistic timeline
A focused CRM build runs six to ten weeks. Adoption is the part that decides whether it worked.
Mapping and design. Disagreements about stage definitions surface here — which is the point.
Configuration, migration and integration in a test environment.
Automation, testing, training and go-live.
Response time and data completeness stabilise as habits form. Reporting becomes trustworthy around here, not before.
Where it applies
Relevant industries
Commercials
What this costs
Published bands rather than a quote on request. Where you land inside one depends on scope, and it is confirmed in writing before anything begins.
CRM & Automation
$4,500–$8,000/mo
Monthly management and delivery fee. Media budget and third-party software are billed separately and never marked up through us.
Relevant packages
Productised starting points that bundle several services. A package is never priced above what its component services would cost separately.
CRM & Automation Build
Scoped after an assessment of your current stack, data and processes.
View packageGrowth Essentials
A steady monthly programme across website, search and follow-up.
View packagePipeline Engine
One dependable source of qualified conversations, tracked end to end.
View packageFractional Marketing Team
Strategy, design, content and channel execution without hiring in-house.
View package- Bands are monthly management and delivery fees. Media budget, software, hosting and other third-party costs are billed separately and never marked up through us.
- Where a service is quoted inside a package, the package price applies — a bundle is never priced above what its component services would cost separately.
- Final position inside a band depends on scope, market and current baseline, and is confirmed in writing after a discovery call before anything begins.
- Larger or bespoke scopes are quoted individually from discovery rather than from a standing band.
- Media spend (Google Ads, Meta, LinkedIn, or any other paid platform) is billed separately by the platform and is not included unless a package explicitly says otherwise.
- Software, hosting, domains, call tracking, review platforms, backlink or placement purchases and other third-party costs are separate unless explicitly included.
- Results are not guaranteed. We do not publish or promise lead volumes, rankings, revenue or ROAS.
- Final scope depends on your market, geography, competition and current baseline. Scope is confirmed after a discovery call.
- “Starting at” pricing represents the minimum typical engagement for that package, not a fixed quote.
Questions
Frequently asked
Proof
CRM & Automation engagements
Labelled by evidence type: a verified result carries measured figures, a showcase is real work published without figures, and a capability model is a system we run, never a client account.
Rebuilding a multi-practice firm's website, intake routing and authority programme in one connected system
A corporate and regulatory firm was carrying a WordPress site nobody could safely edit, attorney pages filed under the wrong practice areas, and enquiry forms landing in an inbox rather than a CRM. We rebuilt the site, wired every form to tagged CRM records, and put a 90-day authority programme and a live webinar series on top of it.
Web DevelopmentTechnical SEOContentVerified ResultReal client work. Every figure is measured in a named system and carries the window it was measured over.Law FirmsA recurring webinar engine that fills attorney seats from three segmented lists instead of one
An attorney-education programme was running weekly-to-biweekly live sessions and promoting each one to a single undifferentiated list. We split the audience into three segments with genuinely different reasons to attend, and rebuilt the invitation sequence around a two-email structure that tests interest before it asks for a registration.
WebinarsEmail MarketingOutboundCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Law FirmsThe intake gap: paying the market's highest cost-per-click while only 40% of firms answer the phone
Legal is the most expensive vertical in paid search. It is also the vertical where the largest published performance gap sits after the click, not before it. This model sizes the recovery available from fixing intake before adding a dollar of media.
Paid SearchLocal SEOLanding PagesGet a CRM and follow-up audit
We map how an enquiry travels through your business today and show you exactly where they are being dropped, before recommending any tooling.