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01 / Services

Sales & Marketing Automation

Give every lead a clear next step.

Connect lead capture, your CRM and follow-up so the right person gets the right message at the right stage.

Discuss your project
An example workflowIllustrative sequence
  1. Capture

    A new enquiry arrives.

  2. Qualify

    Check the information and agreed criteria.

  3. Assign

    Create or update the CRM record and owner.

  4. Follow up

    Send the next message or create a task.

Where this helps

When follow-up depends on memory.

A form submission sits in an inbox. A sales conversation never reaches the CRM. A follow-up depends on someone remembering. We help turn these separate activities into a process your team can see and manage.

Lead capture and routing

Bring enquiries from your forms and channels into the CRM, check the required information and assign an owner.

Follow-up and lifecycle email

Trigger relevant messages from a contact’s stage or activity, with clear rules for when automation should stop.

Sales-to-delivery handoff

Carry the agreed details into contracts, payments and onboarding once a deal reaches the right stage.

From idea to implementation

What a project
can include.

We agree the scope around your process, tools and constraints before building.

  • Lead stages, ownership and routing rules
  • Connected capture forms and CRM records
  • Follow-up sequences with stop conditions
  • A tested handoff into delivery

The focus here is the customer journey. Content production can support it, but planning and reviewing the content itself belongs under Automated Content Creation.

See our process

Before we begin

A few useful answers.

Can this work with our current CRM?

We start with your current tools and check their integration options. Discovery establishes what can connect directly and where a different approach may be needed.

Will every message be sent automatically?

Only the steps you choose. Review, approval and manual outreach can remain part of the workflow, especially when a conversation needs personal judgment.

How do we know what to measure?

We agree the relevant signals before building, such as response time, overdue follow-ups and movement between stages. Results depend on the process and the data available.

Connected work

A practical starting point

Start with one real example.

Bring a recent lead journey, your CRM setup and the points where enquiries tend to stall.

Book a discovery call

Free 30-minute call.
Clear next steps, no commitment.