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Automation

CRM Setup

Your entire sales pipeline — organised and automated.

A properly configured CRM means no lead falls through the cracks. We set up and customise GoHighLevel, HubSpot, or your CRM of choice — with pipelines, automations, and integrations that match your sales process.

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Complete deliverables — nothing missing.

CRM platform setup and configuration
Custom pipeline stages for your sales process
Lead source tagging and routing
Automated follow-up sequences
Email and SMS templates
Team user setup and permissions
Training session for your team

How we deliver — step by step.

01
Sales Process Mapping

We document every stage of your customer journey from first contact to closed deal.

02
Platform Setup

CRM configured with your custom stages, fields, and lead sources.

03
Automation Rules

Triggers and workflows built so leads are followed up automatically.

04
Integration

Connected to your website forms, WhatsApp bot, and ad platforms.

05
Training

Your team gets a 1-hour walkthrough session and video documentation.

Three reasons to choose us.

01

Set up around your actual sales process — not generic defaults

02

Automation built in from day one — not added later

03

Full team training included

Common questions.

Which CRM do you recommend?

GoHighLevel is our top pick for most service businesses — it combines CRM, marketing automation, and booking in one. HubSpot is better for larger teams. We'll recommend based on your size and budget.

Can you migrate data from our current CRM?

Yes — we handle data migration from spreadsheets, old CRMs, or contact lists as part of the setup.

Book a Free 30-min Audit

Let's build something
that actually works.

One call. We audit your current situation, identify the biggest gap, and tell you exactly what needs to happen next — at zero cost.

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No commitment · No spam · Response within 24 hours