CRM and automation · The part after the click

Leads go cold in an inbox.

Most agencies stop at the enquiry. That is the point at which it becomes somebody’s job to answer it, and on a busy week that somebody is on a roof. We build the thing that catches it, chases it and tells you what happened.

New
Contacted
Quoted
Won
Every enquiry lands somewhere, moves when something happens to it, and is visible without anybody having to remember it.
What usually happens

The enquiry arrives. Then everybody is busy.

This is not a criticism of anyone. It is what happens to every trade business that is actually working. The advertising does its job, the enquiry lands, and then real life gets in the way of answering it.

  • MondayA form comes in at half past four and goes to an inbox that is already three hundred emails deep.
  • TuesdaySomebody means to ring them back and genuinely intends to, right up until the next thing happens.
  • WednesdayThey have had two quotes from people who answered the same day and stopped waiting for the third.
  • Next monthYou are looking at the ad spend wondering why the leads were rubbish. They were not rubbish.
What we build

Five things, and then it runs itself.

  1. 01

    One place every enquiry lands

    Forms, Meta lead ads, Google, the phone and the ones that come through Instagram, all arriving in the same pipeline instead of five different inboxes and a notepad.

  2. 02

    An instant reply that sounds like you

    Within a minute of enquiring they have heard from you, by text and by email, in your words. It costs nothing and it is the single biggest difference between winning the job and being the third quote.

  3. 03

    Follow-up that keeps going

    A sequence over the following fortnight that nudges without nagging, and stops the moment they reply. Most of the work you win from it would otherwise have gone quiet after one attempt.

  4. 04

    Stages that mean something

    New, contacted, quoted, won. Simple enough that it actually gets used on a Friday afternoon, which is the only test of a pipeline that matters.

  5. 05

    Numbers that go back to the advertising

    Which campaign produced the enquiry, what it cost, and whether it turned into work. That loop is what makes the ad spend decisions obvious instead of a guess.

Nobody ever lost a job because their CRM was untidy. They lost it because somebody else replied first. Everything on this page exists to make sure that somebody is you.

Why we build it at all

What you get

Built once, then left running.

Built on tools you already pay for wherever possible, and yours afterwards. We are not reselling you a platform with our name on it that stops working the day you leave.

Pipeline design and build
Every lead source connected
Instant reply by text and email
Follow-up sequences written
Quote and reminder automation
Review requests after the job
Integrations across your tools
Reporting back to ad spend
Training for whoever uses it
Changes as the business changes
Are we a fit

Worth being honest about.

This one only makes sense if enquiries are already arriving, or about to. If nothing is coming in yet, automating the follow-up is automating an empty room and we will tell you to spend the money elsewhere.

Probably not for you if

  • You get one enquiry a month and remember all of them.
  • Nobody will use it, however simple it is.
  • You would rather the follow-up stayed in your head.

A good fit if

  • Enquiries are arriving faster than you can answer them.
  • You suspect good leads have gone cold and cannot prove it.
  • You want to know which advert produced the work.

Next step

Let us follow one lead through.

On the call we will trace an actual enquiry from the moment it arrives to the moment somebody replies, and show you where it is getting stuck. It usually takes about four minutes to find.