CRM & Lead Management
Most businesses lose leads not because their product is bad — but because there's no system to follow up. I set up CRM pipelines, marketing automation workflows, and lead nurturing sequences that turn cold enquiries into paying customers, automatically — so no lead slips through the cracks.
CRM Setup & Integration
A properly configured CRM is the backbone of every scalable business. I set up and customise your CRM to match exactly how your team sells.
- HubSpot Configuration: Full CRM setup including contact properties, deal stages, and pipeline views tailored to your sales process.
- Data Migration: Clean import of existing contacts, deals, and notes from spreadsheets or other tools without data loss.
- Team Onboarding: Training your team to actually use the CRM — so it doesn't become an expensive address book.
- Third-Party Integrations: Connecting your CRM to your website, WhatsApp, email, and ad platforms via Zapier or native APIs.
Marketing Automation
Stop doing manually what a system can do for you. I build automation sequences that nurture leads 24/7 without any ongoing effort from your team.
- Email Drip Sequences: Multi-step email workflows triggered by user behaviour — form fills, page visits, or purchase history.
- Lead Scoring: Automatically rank leads by engagement so your sales team knows exactly who to call first.
- WhatsApp Automation: Instant follow-up messages via WhatsApp Business API triggered the moment a lead submits a form.
- Re-engagement Campaigns: Automated sequences to win back cold or inactive contacts before they're lost forever.
Lead Pipeline Management
A full pipeline view so every lead has a clear next step — and nothing gets forgotten between inquiry and close.
- Pipeline Design: Building custom deal stages that match your real sales cycle from first contact to closed invoice.
- Task Automation: Auto-creating follow-up tasks and reminders for your sales team at every stage transition.
- Reporting Dashboards: Real-time visibility into conversion rates, deal velocity, and revenue forecasting by pipeline stage.
- Leak Identification: Monthly audits to find where leads are dropping off and plugging those gaps with targeted fixes.
My CRM & Automation Stack
Enterprise-grade tools configured to work together as one seamless revenue system.
Stop losing leads to silence.
Let's audit your current follow-up process and build an automated pipeline that closes deals while you sleep.
Set Up My CRM Pipeline