Marketing Automation
Marketing automation that responds while your team is busy
We connect your forms, ads, WhatsApp, email and CRM so every enquiry is captured, acknowledged and followed up - and so reporting happens without someone copying data between spreadsheets.
Is this for you?
Where automation makes the biggest difference
Automation is most valuable where speed and consistency matter and manual work is slowing you down.
Leads wait hours for a reply
Enquiries come in from ads, the website and WhatsApp, but the first response depends on who happens to be free.
Data lives in too many places
Leads sit in ad platforms, inboxes and spreadsheets, so nobody has a complete picture of the pipeline.
Reporting takes too long
Someone spends hours each week pulling numbers together instead of acting on them.
What’s included
Workflows built around your customer journey
We work with the tools you already use where possible, and recommend new ones only when they solve a real problem.
Lead capture
Forms, landing pages and ad lead forms connected to one place, with source information preserved.
WhatsApp workflows
Acknowledgements, reminders and follow-ups through the official WhatsApp Business Platform, with customer opt-in.
CRM integrations
Leads routed into your CRM with the right owner, stage and source, so nothing is lost.
Email automation
Welcome, follow-up and reminder emails triggered by what a lead or customer does.
Lead nurturing
Sequences that keep interested prospects engaged until they are ready to talk.
Reporting automation
Dashboards and scheduled reports that pull data from your ad platforms, website and CRM.
APIs & integrations
Connecting systems through APIs and integration tools when off-the-shelf connectors fall short.
AI-assisted workflows
Using AI for tasks like lead summarising or routing suggestions, with human review where it matters.
How we approach it
A typical lead journey, automated
This example shows how an enquiry moves through a connected system. Your workflow will be designed around your own process.
01
Map the journey
Document how leads and customers move today, and where delays or drop-offs happen.
02
Design workflows
Agree triggers, messages, owners and rules before building anything.
03
Build & connect
Set up integrations and automations, with consent and data protection in mind.
04
Test thoroughly
Run real scenarios end to end before switching on.
05
Monitor & improve
Watch delivery, response and conversion, and refine messages and rules.
Measuring progress
How we know it is working
Automation should save time and improve conversion. We measure both.
- Time to first response for new leads
- Lead-to-appointment and lead-to-customer rates
- Leads with complete source and owner information
- Message delivery, opt-outs and replies
- Hours saved on manual data entry and reporting
Good to know
Which CRM and tools do you work with?
We start with what you already use and assess whether it can do the job. If something new is needed, we explain the options and trade-offs before recommending anything.
Is WhatsApp automation allowed?
Yes, when it uses the official WhatsApp Business Platform, customers have opted in, and messages follow Meta’s policies. We build within those rules.
Will automation make our communication feel robotic?
Not if it is designed well. Automation handles speed and consistency; your team handles the conversations that need a person.
Industries where this often matters
Works well alongside
Stop losing leads between systems
Tell us how enquiries reach you today and what happens next. We will suggest where automation would help first.