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CRM & Marketing Automation Setup

Turn leads into pipeline with a clear CRM, lifecycle stages, and automated nurture.

CRM & Marketing Automation Setup

Who this is for

  • Businesses with a CRM (often HubSpot or similar) that is underused or messy
  • Teams that collect leads but don't have a clear follow-up process or automated nurture
  • Companies wanting lifecycle stages, lead scoring, and consistent handoff between marketing and sales

Problems it solves

  • "Leads sit in the CRM without structured stages or clear ownership"
  • "Sales and marketing have different definitions of MQL, SQL, and opportunity"
  • "Follow-up is inconsistent and completely manual"
  • "High-intent leads from ads don't get prioritized"

Timeline

Week 1CRM audit and structure planning
Week 2Implementation of stages, fields, and routing
Week 2-3Automation workflows and sequences setup

What's included

  • CRM structure and cleanup: lifecycle stages, deal stages, lead statuses, naming conventions
  • Definition and implementation of key fields (lead source, original source, campaign, UTM parameters, etc.)
  • Lead routing rules (who gets what, when, and how)
  • Lead scoring model based on fit (firmographics) and engagement (behaviour)
  • Setup of core automation workflows (new lead nurture, re-engagement, demo no-show, post-call follow-up)
  • Simple playbooks for sales: guidance on expected response times, sequences, and how to update the CRM
  • Connection between forms, landing pages, and the CRM so new leads always land in the right place
  • Optional: integration with Google Ads so down-funnel events can be sent back as conversions

Deliverables

  • Clean, documented CRM structure
  • Active automation workflows and sequences
  • Defined lead scoring and routing rules
  • Short Loom videos or written SOPs for your team
  • 30–45 minute handoff call to walk through the new system
From $2,000

Larger teams or complex CRMs are scoped individually after a short intro call.

Frequently Asked Questions

Common questions about crm & marketing automation setup

Ready to Get Started?

15 minutes. No pitch. Just answers about your specific situation.

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