Service
Your CRM, finally working the way it's supposed to
Most CRMs are half-set-up and mostly ignored. As a marketing automation agency working across HubSpot, GoHighLevel, and Salesforce, we configure the pipelines, automation, and reporting that actually get used — mapped to how your sales process really works.
The problem
Why does nobody on your team open the CRM?
The CRM was bought to fix a real problem, then half-configured by someone who has since left. The pipeline stages don’t match how deals actually move. Contacts are duplicated. Nobody trusts the reports, so everyone keeps a private spreadsheet — and the CRM becomes a data-entry tax that produces nothing anyone uses.
Pipeline that doesn't match reality
Stages copied from a template rather than mapped to how your deals actually progress, which makes the forecast fiction and the reporting worse than useless.
Data nobody trusts
Duplicates, blank fields and stale records. One bad report in a sales meeting is enough to lose the team’s confidence permanently.
Automation that was never finished
Workflows half-built or quietly switched off, so follow-up still depends on someone remembering — which is what the CRM was meant to solve.
Outcomes
What changes when the CRM actually works
Sales tracking deals in a private spreadsheet
One pipeline the whole team works from
Follow-up when someone remembers
Follow-up triggered by what the lead actually does
Reports nobody trusts
Dashboards opened in the weekly meeting
Leads passed to sales unqualified
Scored and routed, so sales only sees what’s ready
Sub-services
What does a marketing automation agency actually do?
Marketing automation is the system that moves a lead from first touch to booked call without manual chasing — scoring, routing, nurture emails, and follow-up triggered by what the lead actually does. A marketing automation agency builds that system inside your CRM and keeps it running. We work across the three platforms that dominate this market.
HubSpot Setup & Automation
Marketing and Sales Hub configuration, pipeline stages, workflows, lead scoring, and reporting dashboards — built by a team that lives in HubSpot daily. Our HubSpot setup services start with what you’re already paying for and aren’t using; most accounts have more capability than they think.
Outcome: the capability you’re already paying for, actually switched on.
GoHighLevel Setup & Automation
Full GHL builds for service businesses and agencies — pipelines, automations, and the review, reputation, and booking tools GoHighLevel is genuinely best at. Often the right call when HubSpot’s pricing outgrows a smaller team’s budget.
Outcome: pipelines, booking, reviews and SMS in one tool your team will use.
Salesforce Admin
Ongoing Salesforce administration: object configuration, workflow rules, reporting, and cleanup — for teams whose CRM has grown messier than their sales process. We untangle first, automate second.
Outcome: a CRM untangled first, automated second.
Lead Nurturing & Funnels
Marketing and sales funnels mapped to how your buyers actually decide, with nurture sequences that move a lead from “just looking” to “booked call” — automatically, and in your brand voice.
Outcome: leads moved from browsing to booked, without manual chasing.
Email Marketing
Lifecycle and campaign email built inside your CRM — welcome sequences, nurture drips, re-engagement, and newsletters that don’t read like spam. Email marketing automation only works when the data underneath it is clean; that’s why it lives in this service, not a separate tool.
Outcome: lifecycle email running on data clean enough to trust.
How it works
What happens after you request the CRM review
Five steps, and the cleanup happens before anything gets automated on top of it.
Data & pipeline audit
We look at what’s configured, what’s been abandoned, what data is salvageable, and how your deals actually move through the business.
- Owner: CRM Specialist
- You receive: Recorded walkthrough and written findings
- Duration: 3–5 days
Clean up before rebuild
Duplicates merged, dead fields removed, records reconciled. Most CRMs need a cleanup rather than a rebuild.
- Owner: CRM Specialist
- You receive: Clean-up report with before and after record counts
- Duration: Week 1–2
Pipeline & workflow build
Stages mapped to your real sales process, then scoring, routing and nurture built on top of them.
- Owner: CRM Specialist
- You receive: Configured pipeline in a sandbox for your approval
- Duration: Week 2–4
Training & adoption check
Live training for the team, written documentation for every workflow, then a check that people are actually using it.
- Owner: CRM Specialist and Account Lead
- You receive: Training session and workflow documentation
- Duration: Week 4–5
Dashboards & ongoing tuning
Reporting your team will open, tuned as the sales process changes.
- Owner: CRM Specialist
- You receive: Monthly report and review call
- Duration: Ongoing
The honest version
A CRM nobody uses is the most expensive kind
Most CRM projects fail after the build, not during it. Configuration is the easy half. These four things are what make the difference between a system your team works in and another tab nobody opens.
We map your process, not a template
Stages come from watching how your deals actually move. If the pipeline doesn’t match reality, nobody will use it — and no amount of training fixes that.
Cleanup comes before automation
Automating dirty data multiplies the mess. We reconcile records first, then build on top of something you can trust.
Every workflow is documented
Written documentation for each automation, in plain English, so the system survives the person who commissioned it leaving.
We check adoption at 30 days
Live training, then a follow-up review of who is actually logging in and what’s being skipped — and we fix whatever isn’t landing.
Deliverables
What you get
Every CRM engagement starts with an audit of what’s already there — because most don’t need a rebuild, they need a cleanup:
- CRM audit before any rebuild — we tell you what’s broken, what’s salvageable, and why
- Pipeline and automation setup mapped to your actual sales process, not a template
- Lead scoring and routing so sales only sees qualified leads
- Reporting dashboards your whole team will actually open
- Documentation for every workflow, plus live training for your team
- Everything built in your accounts, under your ownership — no agency lock-in
Is this a fit?
This is a fit if…
- You have a sales process, even an informal one
- Someone will own the system internally after handover
- You’ll let us clean the data before automating on top of it
- You’re on, or willing to move to, HubSpot, GoHighLevel or Salesforce
We're not the right team if…
- You want a CRM to create a sales process you don’t have yet
- Nobody has time to attend training
- You want automation switched on over records you know are broken
- You need a platform we don’t run daily
FAQ
Frequently asked questions about marketing automation and CRM
HubSpot vs GoHighLevel — which is right for my business?
HubSpot suits B2B teams that need deep reporting, integrations, and a platform that scales with headcount — at a price that scales too. GoHighLevel suits service businesses and lean teams that want pipelines, booking, reviews, and SMS/WhatsApp in one flat-priced tool. We run both daily and recommend based on your sales process — not a partner commission.
We already have HubSpot, GoHighLevel, or Salesforce — can you just fix what's there?
Yes — most engagements start exactly there. The audit tells us what’s broken, what’s unused, and what’s worth keeping; a cleanup is usually faster and cheaper than a rebuild. You only rebuild when the foundation genuinely can’t support your process.
What does marketing automation actually do for a small business?
It answers, follows up, and books — without a person remembering to. New enquiry gets an instant reply; no response in two days triggers a follow-up; a booked call gets confirmations and reminders. For a small business (or SME), it’s the difference between leads handled and leads lost.
Can your team train ours to use the CRM?
Yes. We document every workflow we build and run live training sessions so your team actually adopts the system. A CRM nobody uses is the most expensive kind — adoption is part of the job, not an add-on.
How much does CRM setup and marketing automation cost?
A focused cleanup or single-pipeline setup starts in the low four figures ($/£); full implementations with scoring, nurture, and dashboards run higher, scaled to complexity — plus the platform’s own subscription, which we’ll help you right-size. Exact scope comes after the audit, free.
Does this connect to the AI chatbots and booking automation?
Yes — they’re designed as one system. The chatbot and WhatsApp flows capture and qualify the lead; the CRM scores it, routes it, and runs the nurture. One team building both means nothing falls in the gap between tools.
Next step
Stop paying for a CRM nobody uses
Tell us what you’re running and where it hurts — we’ll audit the setup, show you what’s broken and what’s salvageable, and give you an honest read on whether you need a cleanup, a rebuild, or a different platform entirely.
You’ll get an honest read on whether you need a cleanup, a rebuild, or a different platform entirely. Yours to keep either way.