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Automation that hands sales a lead worth calling.

Lifecycle mapping, lead scoring, nurture sequences and handover rules, built inside the stack you already run so sales get a lead worth calling.

Two people looking together at a list on a phone screen.
Typical length
Six to ten weeks
Built inside
Your existing stack
Ends with
Rules sales agreed to
Map your lifecycle

What automation is for

It exists to stop two things happening. Enquiries going cold because nobody had time to follow up on the fortieth one that week, and sales being handed contacts who downloaded a guide and have no intention of buying anything. Both are expensive and both are fixable with rules everybody has agreed to.

The rules are the work. What counts as a lead worth calling, what happens to the ones that do not qualify yet, how long somebody sits in a sequence before a human is involved, and what a salesperson sees when the record lands with them. Software does none of that thinking. It executes the decision once you have made it.

So we start by mapping how your team actually sells, which is rarely how the system is currently configured. Then the lifecycle stages, the scoring, the sequences and the handover. Anything built on top of the wrong stages gets abandoned within a quarter, and the abandonment is always blamed on the tool.

We build inside what you already own. Zoho, HubSpot, Salesforce or the combination that grew by accident. Migrating platforms is occasionally the right answer and we will say so, but it is a much larger project than the one most companies need, and it is often recommended by people who resell the platform.

Scope

What is included

  • Lifecycle mapping

    The stages a buyer actually moves through, agreed with the people who sell. Written down and signed off before anything is configured, because everything else is built on top of it.

  • Lead scoring

    What makes a contact worth a call, scored on behaviour and on fit. Tuned with sales after the first month, because the first version of any scoring model is a hypothesis.

  • Nurture sequences

    What happens to somebody who is interested and not ready, written to be useful rather than to stay in touch. Sequences that exist only to keep sending get unsubscribed from.

  • Handover rules

    When a record passes to a person, who it goes to, what they see, and what happens if nobody touches it. The rule for the ignored lead matters more than the rule for the good one.

  • Forms, tracking and integration

    Every form, chat and campaign wired so an enquiry arrives with its source attached. Without that, the reporting is an opinion and the attribution argument never ends.

  • Reporting and training

    Dashboards the commercial team reads, plus training for the people who have to live in the system. A workflow nobody was shown is a workflow that gets bypassed.

How it runs

  1. Weeks one and two

    We sit with the people who sell and map how they actually work. The lifecycle stages, the definition of a qualified lead and the handover rules are agreed in writing before anything is configured.

  2. Weeks three to seven

    Configuration, data tidying, form and campaign integration, scoring, sequences and alerts. Built in your own tenancy with your admin access intact throughout.

  3. Weeks eight to ten

    Training, a live pilot with a real campaign, then tuning. Scoring is reviewed with sales after the first month of genuine traffic, because that is when the model meets reality.

What you get

  • A written lifecycle map and lead definitions, agreed with sales
  • Configured scoring, sequences, alerts and handover rules
  • Every form and campaign wired for source attribution
  • Dashboards for marketing and for the commercial team
  • Training, and documentation your own admin can maintain

How it is judged

  • Speed from enquiry to first human contact
  • Proportion of handed-over leads that sales accept
  • Conversion from qualified lead to opportunity
  • Pipeline traceable to a campaign, in your CRM

Questions we get asked

Do we have to change platforms?

Almost never. We build inside what you already own and pay for. Where a platform genuinely cannot do what you need we will say so, and we have no reseller margin riding on the answer, which is worth knowing when anybody recommends a migration.

What if sales will not use it?

That is the usual failure and it is a design problem. Sales ignore systems built without them, so we map the lifecycle with the people who sell and agree the definitions with them first. If they will not engage at all, we will tell you the project should wait.

How long before it is working?

Six to ten weeks to build, then a month of real traffic before the scoring is worth tuning. Anybody who tells you a scoring model is correct on the day it goes live has not watched one meet actual buyer behaviour.

Who owns the system afterwards?

You do. It is your tenancy, your licences and your admin access throughout, and we document what we built so your own team or another agency can maintain it. We do not hold the keys to systems we configure.

Can you fix an implementation somebody else did?

Often, and it is common work. We audit what is there, say what is salvageable and what should be rebuilt, and give you the honest split. Rebuilding everything is sometimes right and it is not the default answer.

What about data protection?

Consent is captured at the point of collection and recorded against the contact, which is both the DPDP position and the practical one. Data gathered without it is data your sequences cannot legally use, and cleaning that up later is worse than doing it now.

Next

Show us what happens to an enquiry today

Walk us through what happens between somebody filling in your form and a salesperson calling them. That conversation usually finds the gap in twenty minutes, and it tells you whether this is worth doing.

Map your lifecycleBack to pipeline and retention

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