Services / CRM and pipeline
More work is lost to forgetting to follow up than to losing on price. We build you a simple system, or fix the one you've got, so every enquiry, quote and promise sits in one place. Then we sort it so you know who to call first and what your pipeline is worth.
Map how an enquiry comes in and what happens to it now, from first contact to paid.
Set up the CRM (usually HubSpot) or clean up the one you've got.
Connect your website forms, ads and email so enquiries land in it automatically.
Build a pipeline with the stages that match how you actually sell.
Set rules that flag the leads most likely to buy and put them at the top.
Set up follow-up reminders and a simple dashboard of what's in the pipeline and what it's worth.
Usually HubSpot, because the free version covers most small businesses. If you've already got one, we'll work with it.
Not if enquiries are slipping through. A basic setup doesn't take long, and it pays for itself the first time a quote doesn't get forgotten.
It only works if it's simpler than what they do now, so we keep it to what you need and show everyone how.
Yes. Forms, ad leads and emails can all feed straight in.
Based in Camperdown, Victoria. Marketing, websites and social media management for businesses in Warrnambool, Colac, Terang, Cobden, Mortlake, Timboon, Port Fairy, Portland, Hamilton, Geelong and the Surf Coast.
Further afield? Happy to work online or travel.