I will set up AI automation and CRM workflows that capture and follow up with your leads
Leads are coming in, but are they being followed up?
Most small businesses and coaches don't lose clients because of their offer. They lose them in the gap between "someone filled in your form" and "someone actually replied." Leads sit in your inbox, follow-ups get forgotten, bookings get missed, and you end up doing the same admin by hand every week.
I'll build the system that closes that gap: a CRM that keeps every lead organised, and automations that reply, follow up, remind and tag people for you, so nothing slips while you're busy doing the actual work.
What I can set up for you
- CRM setup: pipelines, stages, tags, custom fields and lead forms
- Instant replies when a new lead comes in (email and/or SMS)
- Follow-up and nurture email sequences, written and scheduled
- Booking flows with confirmations and reminders to cut no-shows
- AI-assisted follow-ups or a simple AI FAQ chat assistant
- Connecting your tools with Zapier, Make or native integrations
- Clean-up of an existing CRM that has become messy or half-built
Tools I work with
GoHighLevel, HubSpot, Zapier, Make, Squarespace forms, Google Workspace, Calendly and most common email platforms. If you use something else, message me before ordering and I'll tell you honestly if it's a fit.
How it works
- You order and answer a few quick questions about your business and leads
- I map out the workflow and confirm it with you before building
- I build, test every step end to end, and fix anything that breaks
- You get a short video walkthrough so you know exactly how it runs
Not sure which package you need? Send me a message describing what happens today when a new lead comes in. I'll tell you which package fits, or if you need something custom.
