Capture incoming leads
Bring enquiries from a website form or inbox into one process, with the fields your team actually needs.
CRM & follow-up workflows
From new enquiry to a follow-up that happens.
A new lead should not depend on someone remembering to update a spreadsheet. I connect your forms, email, and CRM so enquiries move into a repeatable process with clear next steps.
Discuss this workflow Temporarily €80/hour · Normally €100 · Free intro call
IS THIS FOR YOU?
For small sales teams, agencies, and service businesses managing incoming leads.
When enquiries arrive in several places, records drift apart. Someone may create the same contact twice, miss a handover, or follow up after a colleague has already replied. A useful workflow keeps the relevant tools in step.
Update the right record
Look up existing contacts before creating new ones. Define how matching, duplicate records, and conflicting information should be handled.
Trigger the next step
Create tasks, assign an owner, and notify the team. Follow-up messages or reminders can depend on the current contact status.
Keep tools aligned
Synchronise selected fields between your CRM and a spreadsheet or another app. Define which system is the source of truth for each field.
What a workflow
could look like.
An illustrative example. The exact steps depend on your tools and process.
Capture
Someone submits a service enquiry on your website.
Match
The workflow checks whether the contact already exists in your CRM.
Assign
The record is updated and a teammate receives the enquiry details.
Follow up
A follow-up reminder is created and cancelled when the relevant status changes.
A USEFUL FIRST VERSIONStart focused.
Start focused.
Build from there.
We map one lead journey before automating it: where it starts, who owns it, when a follow-up is appropriate, and what should stop the sequence. Clear rules matter more than a long list of tools.
What to bring to the intro call
- The forms, CRM, and spreadsheets involved
- The stages in your current sales process
- Contact matching rules and required fields
- Your follow-up timing and stop conditions
Need advice before a build? I can assess your current process and help you compare potential savings with the cost of a tailored solution. A description of how you work today is enough to start.
THE PRACTICAL DETAILS
Good to know.
Will this replace my CRM?
Usually no. The aim is to connect your existing tools and remove the manual steps between them. We only discuss another tool if the current setup cannot support the workflow you need.
Can you prevent duplicate contacts?
We can add matching rules, such as looking up an email address or a CRM identifier before creating a contact. The exact approach depends on your data quality and the features of your CRM.
Can follow-ups stop when someone replies?
Yes, where the connected tools expose the relevant reply or status events. We define and test those stop conditions as part of the workflow, so a sequence does not continue blindly.
START WITH THE PROCESS THAT COSTS YOU TIMEWhere could your business
Where could your business
save time and money?
Not sure what to automate? Let’s look at how you work, identify the costly manual steps, and decide what is worth improving.
Discuss your process Free intro call · Temporarily €80/hour, normally €100