Automation Systems
Funnels & CRM Automation
Systems that nurture and convert
Build automated funnels that capture leads, email sequences that nurture relationships, and CRM workflows that ensure nothing falls through the cracks.
Who it's for
- -Businesses wanting to systematise growth
- -Teams with manual follow-up processes
- -Companies building email audiences
- -Sales teams needing better pipeline visibility
What we deliver
- -Lead capture funnel design
- -Email sequence creation
- -CRM setup and configuration
- -Automation workflow design
- -Integration with existing tools
- -Performance tracking and reporting
The outcome
- →Leads automatically nurtured
- →No more manual follow-up gaps
- →Clear visibility on your pipeline
(Integrations) - it works with what you already use
Automated end to end
Nothing here lives on an island. We connect funnels & crm automation to the tools your business already runs on, so every calendar, inbox and record fills itself in - and if you use something that is not on this list, we will wire that up too.
- HubSpot / Pipedrive
- Go High Level
- Mailchimp / Klaviyo
- WhatsApp Business
- SMS
- Google Calendar
- Outlook 365
- Stripe
- Xero / QuickBooks
- Zapier / Make
(How it works) - Funnel & CRM Automation
The process, step by step.
- 01
01Workflow mapping
30 minutesWe map your current sales and follow-up process end-to-end to identify where automation can save time and increase conversions.
What we do
- Map your lead-to-customer journey
- Identify manual bottlenecks
- Design automated workflow blueprint
- Plan CRM and tool integrations
What you provide
- Current sales process overview
- Tools you currently use
- Pain points and time drains
- Follow-up sequences (if any)
- 02
02Build & integrate
3-7 daysWe build your automated funnels, email sequences, and CRM pipelines - connecting everything so leads flow seamlessly.
What we do
- Build landing pages and funnels
- Set up CRM pipelines and stages
- Create automated email/SMS sequences
- Integrate with payment and booking tools
What you provide
- Access to existing tools and platforms
- Email/SMS copy (we can help write it)
- Approval on workflow design
- 03
03Test & optimise
1-2 weeksWe run test leads through the entire funnel, check every touchpoint, and optimise for maximum conversion.
What we do
- End-to-end funnel testing
- Email deliverability checks
- Conversion rate optimisation
- A/B testing on key steps
What you provide
- Test submissions and feedback
- Approval on final sequences
- 04
04Monitor & scale
OngoingWe monitor funnel performance, tweak sequences based on data, and scale what's working to drive more revenue.
What we do
- Funnel performance dashboards
- Lead quality analysis
- Sequence optimisation
- Scale winning campaigns
What you provide
- Lead quality feedback
- Sales team input
(Related services) - what pairs with Funnels & CRM Automation