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ServicesLead management

Lead Management Setup

Every website enquiry lands in your CRM within seconds, is assigned to the right person, and gets a follow-up task with a due date.

No more enquiries lost in an inbox, and no more copying form entries by hand.

What’s included

  • Connection from up to 2 website or landing-page forms to your CRM
  • Duplicate check so returning contacts update instead of doubling up
  • Lead source and campaign fields captured automatically
  • Assignment rule (round-robin or by service/area) plus an automatic follow-up task
  • Instant team alert by email or Slack for every new lead
  • Test run with sample leads and a short how-it-works video

What we need from you

  • Admin access to your website forms
  • A CRM account (we can recommend one if you have none)

After you check out

  1. Kickoff & access — A 30-minute call to confirm the details, plus a checklist of the app access we need.
  2. Build & test — We build inside your own accounts and test with sample data before anything goes live.
  3. Hand-over — A walkthrough video, written notes and 14 days of free fixes after go-live.

Often paired with

All packages

Workflow automation

Start here

Automation Audit

$145 one-time

A 60-minute working session that maps how work moves through your business today and shows exactly what is worth automating first.

  • 60-minute video call walking through your current tools and daily tasks
  • A written workflow map of how leads, bookings and customer data move today
  • Your top five automation opportunities, ranked by hours saved
  • Recommended tools, with any monthly software costs spelled out

Call booked within 3 business days; written report 3 business days after the call.

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App integrations

Per connection

App Integration

$225 per connection

One reliable connection between two of your apps — for example website to CRM, Stripe to QuickBooks, or a booking tool to your email list.

  • One connection between two apps, one direction
  • Field mapping and data clean-up rules agreed with you
  • Error alerts sent to you if a record ever fails
  • Test with real sample records before switch-on

Live in 3–5 business days per connection.

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Customer follow-ups

Customer Follow-up Sequences

$295 one-time

Automatic replies and email sequences that greet new enquiries, welcome new customers and keep in touch after the job is done.

  • Instant enquiry auto-response in your brand voice
  • 3-email welcome sequence for new customers
  • Post-service check-in and review-request email
  • Copy written with you, then loaded into your email tool

Live in 5–7 business days, including one round of copy edits.

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