Workflows that help your
team act on every lead.
Leads go cold when nobody sees them, routes them or replies in time. I build practical workflows around the systems you already use, with people approving the actions that matter.
Examples
Practical, not buzzwords.
Form-to-CRM routing
New enquiries land in the right CRM pipeline with the right owner, instead of sitting in an inbox.
Lead qualification
Enquiries are scored or tagged against rules you agree, so your team calls the best leads first.
Approval-ready follow-up drafts
A tailored reply is drafted for each lead; a person on your team reviews it before anything is sent.
Reporting and alerts
Scheduled summaries and alerts when lead volume drops, spend spikes or a form stops working.
Repeatable SEO research
Workflows that gather keyword and page data so research that took hours becomes a routine step.
How a build works
Discovery to handover.
- 01
Discovery
Map how leads and data move today, agree the workflow, the systems involved and the approval rules.
- 02
Build
Build the workflow with tools chosen for your systems and scope, not one fixed platform for every client.
- 03
Testing
Test with realistic data, including failure cases, before anything runs live.
- 04
Handover
Handover notes so your team understands and owns the workflow and its accounts.
- 05
Optional monitoring
Ongoing monitoring and improvements, offered separately after setup.
Human approval
AI assists. People decide.
Significant changes, publishing and external messages to your customers require an approval process we agree during discovery. These workflows do not independently manage your website, ad accounts or customer communications.
Automation supports your sales team; it does not replace it. You keep ownership of and access to every account and workflow.
Pricing
Automation pricing.
All amounts are USD starting prices, not fixed checkout prices. Final scope and fees are agreed in writing before invoicing.
Workflow Starter
Starting at
$699 one time USD
- Discovery and build of one defined workflow
- Connects up to 2 existing systems
- Testing and one revision round
- Handover notes
- 14 days of fixes for issues in the agreed build
Workflow Growth
Starting at
$1,499 one time USD
- Up to 3 related workflows
- Across up to 4 existing systems
- Testing, with approval steps where needed
- Error notifications
- Handover notes
- 30 days of fixes for issues in the agreed build
Monitoring & improvements
Starting at
$149 /month USD
- Offered separately after setup
- Exact support scope defined in your proposal
Larger builds, custom applications, complex APIs and extra integrations are quoted separately.
Third-party software, API, hosting and usage fees are paid separately by the client.
Automations work best when the data feeding them is right; see conversion tracking setup and managed SEO.
Discuss a workflow for your team.
Thirty minutes with me. You can also compare every plan on the pricing page.