Find the revenue leaks
Evidence and next actions are documented before the following stage expands.
marketing automation consultant US UK
CRM and marketing automation
Lead routing, follow-up, hand-offs and reporting workflows designed to reduce dropped opportunities.
Who it is for
Growing teams with inconsistent follow-up or fragmented tools.
The value lies in reliable process design and adoption. Software subscriptions, message fees and custom API work are scoped separately.
What is included
- Lifecycle and hand-off mapping
- CRM field and stage design
- Lead routing and notifications
- Email and task automation
- Data-quality safeguards
- Team documentation and adoption support
Working method01 02 03 04
Four stages, each with a decision.
Define ownership and timing
Evidence and next actions are documented before the following stage expands.
Automate repeatable rules
Evidence and next actions are documented before the following stage expands.
Keep human review for exceptions
Evidence and next actions are documented before the following stage expands.
Included in the professional fee
Strategy, implementation and review items listed above, within the agreed scope and revision limit.
Usually separate
Advertising media, third-party software, paid data, legal review, translation beyond English and unlisted production.
No performance guarantee
Search platforms, buyers and markets are outside any consultant’s control. Forecasts guide decisions; they do not promise revenue.
Straight answers
Questions people ask before starting
Clear scope, realistic expectations and no hidden costs.
Who is CRM and marketing automation for?
Growing teams with inconsistent follow-up or fragmented tools.
What is included in CRM and marketing automation?
The scope includes Lifecycle and hand-off mapping, CRM field and stage design, Lead routing and notifications, Email and task automation. The final plan is confirmed after a diagnostic review.
How does the work begin?
The first stage is: Find the revenue leaks. Each later stage expands only after the evidence and next decision are clear.
What is the typical starting price?
The US starting guide is $1,800 project; the UK guide is £1,425 project. Media, software and work outside the agreed scope are stated separately.
One short project brief
Is this the right next move for your business?
Share your website, target market and goal. I will reply with the clearest next step.