05 / Services
Lead Gen & CRM Automation
Leads go cold because nobody followed up on day 3.
Lead generation and CRM automation captures every inbound lead, enriches and scores it automatically, and drafts a personalized follow-up within minutes. It closes the response-time gap that quietly loses deals and keeps the CRM current without anyone doing data entry on Friday afternoon.
Most pipelines don’t leak at the top they leak in the middle. A form submission sits unanswered for a day, a promising reply gets buried, a spreadsheet forgets who owns what. We build the plumbing that fixes it: every lead from your site, ads, chat, and inbox lands in one system, gets enriched and scored automatically, and triggers a follow-up while the interest is still warm.
In practice
What lead gen & crm automation actually does
Most pipelines do not leak at the top. They leak in the middle, where a form submission sits unanswered for a day and a promising reply gets buried. Automation fixes the plumbing between interest and conversation.
Every channel into one pipeline
Website forms, WhatsApp messages, ad leads, inbox enquiries and phone callbacks all land in the same CRM with source attribution intact, so you can finally see which channels produce customers rather than clicks.
Enrichment and scoring before a human looks
Company size, industry and public signals are attached automatically, the lead is scored against the profile that actually closes for you, and routing sends it to the right rep instead of a shared inbox.
A drafted reply waiting for approval
A personalized first message referencing what the lead asked about is drafted in your tone and queued for one-click approval. Response time drops from a day to minutes without anyone typing from scratch, and because a human still presses send, nothing tone-deaf reaches a prospect.
Follow-up that does not depend on memory
Most deals are lost to silence rather than to a competitor. Sequenced follow-ups continue on a schedule you set, pause automatically the moment a prospect replies, and escalate to the owning rep when someone shows buying signals. Nobody has to keep a mental list of who they owe an email.
Deliverables
What you get
- Lead source audit: forms, ads, chat, inbox, and socials mapped
- Capture pipelines that route every lead into your CRM or sheet
- Automatic enrichment and scoring with Claude-drafted research notes
- Instant, personalized follow-up drafts for your team to approve and send
- Pipeline dashboard: source, stage, and response-time tracking
Outcomes
What changes
- Minutes-not-days response time on every inbound lead
- A CRM that fills itself in no more end-of-week data entry
- Clear numbers on which channels actually produce customers
Process
How we build it
Four stages, fixed scope, and working software in week one rather than a discovery phase that produces slides.
Week 0
Lead source audit
We map every route a lead currently takes into your business, including the ones that bypass the CRM entirely, and find where they stall today.
Weeks 1 to 2
Capture and routing build
Pipelines that push every lead into your CRM with clean attribution, deduplication so the same person does not appear three times, and routing rules your sales lead controls.
Week 2 to 3
Enrichment and drafting
Automatic enrichment, scoring against your close profile, and AI-drafted follow-ups that a human approves before anything reaches a customer.
Week 4
Reporting and handover
A pipeline view showing source, stage and response time, then handover with documentation so your team owns the rules.
Integrations
What it integrates with
If a system has an API we can connect to it. These are the tools we wire into most often, and the list is not exhaustive.
- HubSpot
- Salesforce
- Pipedrive
- Google Sheets
- Airtable
- Gmail
- Outlook
- WhatsApp Business
- Slack
- Calendly
- Shopify
- Stripe
- Notion
- Postgres
- n8n
Investment
What it costs
Lead generation and CRM automation starts at $997 setup plus $297 a month. Full pipeline systems with enrichment, scoring, multi-channel capture and reporting sit at $2,497 setup plus $797 a month. Enrichment API costs are billed to your own account and depend on lead volume.
See full pricing for every tier or estimate your return first.
How long it takes
| When | Focus | What you get |
|---|---|---|
| Week 0 | Lead source audit | Map of leaks and fixed price |
| Weeks 1 to 2 | Capture, dedupe and routing | Every lead in the CRM |
| Week 3 | Enrichment, scoring and drafts | Minutes-not-days follow-up |
| Week 4 | Reporting and handover | Pipeline dashboard and docs |
Evidence
Where this has been built
Each build is labelled honestly as an internal build, a solution blueprint or a productized template, and documented end to end.
FAQ
Frequently asked questions
The questions buyers ask about lead gen & crm automation before booking a call.
Typical stack
Ready to put your business on autopilot?
One call. We map the hours you're losing and quote the system that gets them back scoped and priced before you commit to anything.