No lost enquiries
Every contact lands in a list, with a status and a next step.
CRM & Automation
CRM and automation so no enquiry is ever lost again
Most contacts are lost after the first message. A properly configured CRM and a few well-written automations make sure every enquiry is seen, followed up and called back.
What is a CRM for?
A CRM is the single register of your sales contacts: it records every enquiry with its source, shows its current status and states the next step to take. It exists so that a request is not seen once and then forgotten, and so you can tell at any moment how many opportunities are open and where they stand.
A CRM is not an address book: an address book stores data, a CRM stores the process. Automations are built on top of that process — instant confirmation, internal notification, follow-up reminders, scheduled messages — and cut the manual work. The practical rule: define the real sales process first, then automate it. Automating a confused process only multiplies the confusion.
Who this is for
- Businesses receiving enquiries across channels with no single list.
- Companies whose quotes go unanswered.
- Anyone booking appointments through long message threads.
- Teams of two or more people sharing incoming contacts.
The CRM is where contacts arrive: explore how they are captured and qualified and consider an AI assistant for recurring requests.
Problems I solve
What usually gets in the way
- Enquiries arrive through different channels with no single list.
- Follow-ups depend on whoever happens to remember them.
- Some quotes get no reply and nobody follows up.
- Appointments are booked manually, through long message exchanges.
- Nobody knows the current stage of each opportunity.
- The same messages are rewritten from scratch every time.
The solution
How I approach it
First we map the real sales process: where contacts come from, which steps they go through, who does what and within what time. Then we translate it into a simple pipeline whose stages correspond to actual decisions.
On top of the process I build the automations: instant confirmation to the contact, internal notification, follow-up reminders, scheduled WhatsApp and email messages, self-service appointment booking.
Everything is connected to the website, the forms and the campaigns, so every contact enters the CRM with its source attached and no data is retyped by hand.
What is included
Activities included in this service
- CRM selection and configuration
- GoHighLevel implementation and setup
- Contact import and organisation
- Sales pipelines and opportunity stages
- WhatsApp automation
- Automated confirmation, follow-up and nurturing emails
- Reminders and assigned tasks
- Conditional workflows based on behaviour and source
- Calendar and self-service appointment booking
- Integration between site forms, campaigns and CRM
Concrete benefits
What changes for your business
Instant response
The prospect gets a confirmation within seconds, not days.
Less manual work
Reminders, messages and updates happen automatically.
Visibility on the process
You know how many opportunities are open and where they stand.
Comparison
CRM and a simple contact list
| Aspect | Address book or spreadsheet | CRM |
|---|---|---|
| What it stores | Names and contact details. | Contact details, source, communication history, opportunity stage and next action. |
| When it is enough | A handful of contacts a month, handled by one person. | Enquiries arrive continuously, from several channels, and need following over time. |
| Limits | No reminders, no visibility on the process, data retyped by hand. | Requires initial configuration and the discipline to keep stages updated. |
| Together | The transition is straightforward: existing contacts are imported and the address book stays for personal use. | |
How I work
Five phases, in this order
The same sequence applies to a website, a campaign and an automation project. It keeps decisions traceable and avoids work done for its own sake.
Analysis
I study your market, your competitors, the data you already have and how enquiries reach you today. Without analysis, every decision is guesswork.
Strategy
We define measurable goals, priorities and budget. We decide what comes first and what can wait, in a written plan you can actually read.
Design
Structure, content, interfaces and conversion paths are designed before a single line of code is written or a campaign goes live.
Implementation
I build the website, campaigns, automations and tracking, with quality checks on speed, accessibility and data accuracy.
Measurement and optimisation
We review results with real data and act where it matters. The work does not end at launch.
Frequently asked questions
Questions I am asked most often
It is a platform combining CRM, automation, email, SMS, WhatsApp, calendars and funnels in one environment. It is useful when you want to manage contacts and communication without wiring many separate tools together.
Yes, if it covers your needs. In that case we work on configuration, pipelines and automation instead of switching tools.
It is set up through the official channels the platform provides and with the user's consent. Settings are reviewed together before going live.
A basic setup with pipeline, connected forms and first automations can be delivered quickly. More elaborate workflows are added in phases.
Your team, with initial training and documentation of the flows. I can keep supporting its evolution if you prefer.
Sources and references
Content on this page last reviewed: September 2026. The tools referenced above are changed by their own providers: where in doubt, the official documentation linked here takes precedence.
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Tell me about your project. We will look at your goals, obstacles and opportunities together and identify the most effective solution.