Service · 04 Get sales
Every lead captured, every lead followed up.
Marketing brings the enquiry in; the follow-up wins the job. This is where a background in IT pays off. I set up a CRM that fits how you work, wire your website, phone and WhatsApp into it, and build the reminders and follow-up sequences so nothing goes cold.
What's included
- The right CRM for your size, set up to match how you quote and work
- Every enquiry source captured: forms, calls, WhatsApp, email
- Automatic acknowledgements and follow-up sequences
- A simple pipeline so you can see every open quote at a glance
- Reminders that nudge you, not your customer
- Training for whoever answers the phone
Who it's for
- Businesses quoting from a notebook, a spreadsheet or memory
- Firms losing jobs because quotes were never chased
- Anyone who has bought a CRM and never got round to using it
The outcome
One place where every enquiry lives, and nothing gets forgotten.
→How it worksThe same three steps, every time
01
A conversation
Thirty minutes, free. What the business does, what you want more of, and whether this is the right work to do first.
02
A fixed quote
What I will do, in what order, and what it costs. Nothing starts until you have said yes to a number.
03
The work, then the numbers
Delivered, handed over, and reported on in plain English. Ongoing work rolls month to month.