A marketing automation agency for fast, consistent lead follow-up
Leads go cold when nobody answers. As a marketing automation agency, we set up your CRM so every new lead gets an instant reply, lands in the right pipeline stage and gets a follow-up plan, with email and text sequences, reminders and review requests that run on their own.
Every setup starts from your real lead flow, not a template.
Pipelines and stages that match how you actually sell
Leads from your website forms, booking system and ads flowing into the CRM automatically
Instant replies by email or text when a lead comes in
Email and SMS follow-up sequences that stop when the lead responds
Appointment reminders
Tags and segments, so campaigns reach the right people
Review requests after the job is done
Internal alerts, so the right person knows when to call
GoHighLevel setup, cleanup and automation
GoHighLevel puts a CRM, pipelines, forms, calendars, email, texting and workflows in one account. That's powerful, and it's also easy to end up with a pile of half-finished workflows nobody trusts. We work as a hands-on GoHighLevel consultant: we set up new accounts from a clear plan, or clean up existing ones by mapping what's there, removing what's broken and rebuilding the workflows that matter, with names and notes your staff can follow.
Not on GoHighLevel? Tell us which CRM you use. We'll say plainly whether we can work inside it or whether connecting to it through its API makes more sense.
Connect your website, booking system or app
A CRM only works if leads reach it. We connect your forms, your online booking system and your custom business software to the CRM with webhooks and APIs, so a new lead or booking creates or updates the contact, sets the right tags and starts the right workflow. On sites like Tulip Landcare, the form saves the lead to the database first and notifies the team second, so a lead isn't lost if an email or integration fails, and repeat enquiries merge by phone or email instead of creating duplicates.
Sometimes a custom CRM fits better than a platform. We built leads, follow-up sequences and WhatsApp conversations into the Márquez Realty Group CRM, a call queue with follow-up cooldowns into Tulip Landcare's back office, and call logging and marketing automation into the iLights Modern admin.
A real example: carrier data flowing into GoHighLevel
For one client, we built a pipeline that pulls new trucking carriers from public FMCSA data and feeds them into the client's GoHighLevel as contacts, already tagged and sorted into segments. It has a per-run cap and checks that stop a run when the source file looks incomplete, so one bad download doesn't turn into thousands of junk contacts. The full story is on our lead generation automation page.
How a CRM project runs
Audit your current lead flow. Where leads come from, who answers, how quickly, and what falls through.
Map the pipeline. Stages, tags, owners and the message at each step, on one page you approve.
Build. Automations, forms, sequences and integrations.
Test with real scenarios. A new form lead, a booked call, a no-show, a reply.
Handover and training. A session with your staff and written notes on how everything works.
No. It's a good fit when you want CRM, texting, email and calendars in one account. If you already have a CRM that works, we can often automate around it, and for unusual workflows a custom CRM may fit better. We'll recommend one after looking at how you sell.
Who owns the account and the data?
We recommend that the CRM account, phone numbers and contact data are in your business's name, so you keep everything if you ever change providers. We confirm the account setup in writing before we start.
Can you fix an existing, messy setup?
Yes. We start with an audit of what's there: pipelines, workflows, forms, tags and integrations. Then we keep what works, remove what's broken or duplicated, and rebuild the rest from a plan you approve.
Will text messages follow opt-in rules?
We build forms with clear consent language, honor opt-outs like STOP, and help you through carrier registration for business texting (A2P 10DLC) where your CRM requires it. This is general information, not legal advice; check your specific obligations under texting laws such as the TCPA with your attorney.
How do we start?
Book a call and tell us where your leads come from today and what happens to them next. We'll start with an audit and a pipeline map before building anything.
Is a CRM worth it for a small business?
If leads reach you from more than one place, or more than one person follows up, a CRM keeps everyone working from the same list and nothing waits on someone's memory. If you get a few enquiries a week and answer them all yourself, a simple setup is enough, and we'll tell you that.
