CRM and automation.
Leads sit in inboxes and spreadsheets. Follow-up depends on memory.
A CRM only helps if it’s set up around how you actually sell. I’ll tidy what you’ve got, or set up something simple, then automate the reminders and follow-ups so nothing slips.
Sound familiar?
Leads live everywhere
Inbox, WhatsApp, a spreadsheet and someone’s notebook.
Nobody trusts the data
Duplicates, missing fields, deals marked “open” from two years ago.
Follow-up slips
No reminders, no sequences, so warm leads go cold.
The crm and automation menu.
Each of these is one request. Add it to the board, rank it, and I'll do it when it reaches the top.
All included on Growth Desk and Partner. Foundations covers quick and standard jobs; big builds are quoted separately.
When it's working.
- Every enquiry lands in one place
- Stages that match how you sell
- Automatic reminders and follow-ups
- A weekly view of the pipeline you trust
Done before.
Sign-ups flowing into a GoHighLevel pipeline with automated follow-up emails, for a coaching business.
Paid project
Aspire 1 Coaching
A landing page, an ebook lead magnet, a GoHighLevel pipeline and automated follow-up emails, joined up as one funnel for a coaching business.
No lead count published. The business has since become a gym.
Read the case studyWhich CRMs do you work with?
HubSpot and GoHighLevel most often. If you’re on something else, tell me on the call.
Can you move us from spreadsheets?
Yes. That’s a CRM build, usually a big build: clean the data, import it, set up the stages and show your team how to use it.
Will you need logins?
I’ll ask you to invite me as a user. I never ask for your password.
- WebsitesFast, clear sites that turn a search into an enquiry.
- FunnelsLanding pages, lead magnets and follow-up that join up.
- SEO and GEOGet found on Google and named by AI assistants.
- Sales enablementScripts, playbooks and follow-up from 12 years on the phones.
- AI implementationAI set up properly, so it saves hours instead of adding work.
Want crm and automation sorted this month.
I'll search you the way your buyers do and tell you what I find. If I can help, I'll say which plan and why. If I can't, I'll say that too.
Prefer to write? hello@garethrswray.com