Marketing automation and CRM setup that follows up while you work.
Leads that wait a day go cold. I set up the CRM, forms, routing, and nurture workflows so every lead gets a fast, personal follow-up, and you can see exactly where each one came from. Most of this work is in HubSpot.
The leads you already have are the cheapest ones you will ever get.
Most small businesses lose more revenue to slow follow-up and forgotten leads than to weak marketing. Automation fixes the leak first, then makes every new campaign worth more.
Speed to lead
New inquiries get a reply and a next step in minutes, routed to the right person, without anyone watching an inbox.
Nurture that reads human
Short, well-timed email sequences for leads that are not ready yet, written in your voice and stopped the moment they reply.
One clean CRM
Contacts, companies, deals, and sources set up properly, with duplicate and data-quality rules so reports stay trustworthy.
Reporting you will read
A dashboard that answers the three questions that matter: where leads come from, how fast they are worked, and which ones close.
CRM, workflows, and reporting, built as one system.
Each piece is useful alone. Together they turn your marketing into a pipeline you can actually manage.
01HubSpot and CRM setup
A CRM is only as good as its setup. I configure properties, pipelines, lifecycle stages, and permissions around how your business actually sells, and migrate data in clean.
- HubSpot implementation or cleanup
- Pipeline and lifecycle stage design
- Data import, deduplication, and standards
- Website forms, chat, and calendar links connected
02Lead routing and nurture workflows
Every lead gets a path: instant acknowledgement, assignment to the right person, reminders if it stalls, and a nurture track if the timing is off.
- Instant response and assignment rules
- Nurture sequences by service and stage
- Re-engagement for quiet leads and past customers
- Review and referral requests after the sale
03Attribution and reporting
Tracking from the first click to the closed deal, so you can put budget where the customers come from instead of where the traffic comes from.
- UTM and campaign tracking standards
- Source-to-revenue attribution
- Speed-to-lead and follow-up reporting
- Monthly review with recommendations
From messy inbox to managed pipeline.
Audit
How leads arrive today, where they stall, what your CRM holds, and what reporting you trust (usually little).
Design
Pipeline, stages, routing rules, and the nurture map on paper, agreed with whoever answers the phone.
Build
CRM configuration, integrations, workflows, and dashboards, tested with real leads before go-live.
Train and tune
A short training for your team, documentation, then a monthly tune based on what the reports show.
Everything it takes to stop losing leads.
- CRM audit and cleanup plan
- HubSpot setup: properties, pipelines, lifecycle stages
- Form, chat, and calendar integrations
- Lead routing and speed-to-lead automation
- Nurture and re-engagement sequences
- Review and referral request workflows
- Attribution dashboard
- Team training and documentation
Read how I think about systems and growth.
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Marketing automation and CRM FAQs
Do I need HubSpot, or will my current CRM work?
HubSpot is where I do most of my work because its free and starter tiers cover what most Charlotte businesses need. If you already run another CRM and it fits, I will set up the same routing and reporting there rather than force a switch.
How much does CRM setup cost?
It depends on how much data needs cleaning and how many workflows you need. After the audit you get a fixed-price proposal with the scope spelled out, so there are no hourly surprises.
Will automated emails make us sound like a robot?
Only if they are written like one. Every sequence is written in your voice, kept short, and stops the moment someone replies or books. Most recipients assume a person sent them.
How long until it is running?
A clean HubSpot setup with routing and one nurture track usually takes three to four weeks. Migrations from messy data or multiple tools take longer, and I will tell you that after the audit.
Can you connect the CRM to my website and ads?
Yes. Forms, chat, calendar booking, and ad platforms all feed the CRM with source data, which is what makes the attribution reporting possible.
Find out where your leads are leaking.
Book a free intro call. I will look at how inquiries reach you today and show you the two or three automations that would recover the most.