Automate Follow-Up, Streamline Workflows, and Connect Your CRM to Everything That Matters.
If you’re still copying leads from spreadsheets, sending manual follow-ups, or juggling tools that don’t talk to each other — your CRM isn’t working hard enough.
I help businesses automate repetitive tasks, trigger the right actions at the right time, and connect their CRM to the rest of their sales and marketing tools. This means faster follow-ups, smoother handovers, fewer mistakes, and more time to focus on closing deals — not chasing admin.
That means capturing leads automatically, triggering instant follow-ups, assigning tasks, and updating pipeline stages without anyone needing to lift a finger.Without automation, the cracks start to show. Leads get missed. Tasks get forgotten. Follow-ups go cold. Salespeople spend more time updating systems than talking to prospects — and opportunities slip away without anyone noticing.
Automation isn’t about replacing people — it’s about helping them work smarter. A well-integrated CRM means your sales team can respond faster, stay organised, and focus on building relationships instead of juggling admin. It means every lead is followed up on time, every deal gets tracked properly, and every activity flows smoothly from one stage to the next.
It also means less wasted time across your entire business. When your CRM talks to your forms, ads, calendars, and email platforms, you eliminate double-handling and manual data entry. And with clean automations in place, your process becomes scalable — so whether you have 10 leads or 100, the system runs just as smoothly.
Here’s what I typically set up:
Lead Capture & Allocation
Automatically pull leads into your CRM from Facebook Lead Ads, LinkedIn forms, your website, or landing pages. Once captured, leads are instantly tagged, tracked by source, and allocated to the right pipeline or team member. This ensures every lead is categorised correctly and attributed to the right person.
Follow-Up Automation
I set up automated follow-up actions the moment a new lead enters your CRM — including personalised emails, task creation, or SMS alerts. Whether it's a simple "Thanks for enquiring" or a reminder for your team to call within five minutes, these automations ensure every lead gets acknowledged fast, keeping them warm and engaged from the start.
Calendar & Booking Integration
Make scheduling seamless by integrating tools like Calendly or Google Calendar directly into your CRM. When someone books a call, the CRM automatically creates or updates the contact, links the activity to the right deal, and sends internal notifications.
Marketing Platform Integration
Your CRM and your marketing tools should work together — not in silos. I integrate platforms like Mailchimp, ActiveCampaign, or ConvertKit to keep your contact lists synchronised, track campaign engagement, and trigger automations based on behaviour (like email opens or clicks).
Cross-Platform Integration
I use tools like Zapier, Make, or native integrations to connect your CRM with the rest of your tech stack — from Slack and Google Sheets to ClickUp, Typeform, or custom webhooks. Whether it’s logging meetings, syncing forms, or building real-time alerts, I make sure your tools talk to each other
