Sales
Lead capture & routing
Capture enquiries, enrich and qualify them, update your CRM and get each lead to the right person or journey.
- Integration
- AI
- Business rules
Sounds familiar?
The work below is usually already happening. It's just happening manually.
Enquiries land in an inbox and someone decides manually where each one should go.
Leads sit unanswered over a weekend because nobody was watching the form.
The CRM is full of records with a name, an email and nothing else.
Nobody can say which campaign or page an enquiry actually came from.
How it works
This is how each workflow works. The details change to fit your systems and your business rules.
Capture the enquiry
Form, chat, inbox or ad platform — the workflow picks it up from wherever the lead actually arrives.
Enrich and qualify
Fill in what the form did not ask for, then score or classify the enquiry against the rules you use today.
Update the CRM
Create or update the record with the source, the campaign and everything gathered along the way.
Route it
Assign to the right person, or drop it into the right nurture journey, and notify whoever needs to act.
What it connects
Typical systems for this workflow. If you have a different system, let's talk.
What you end up with
- Every enquiry in the CRM with its source attached.
- A consistent qualification rule instead of a judgement call per lead.
- The right person notified while the enquiry is still warm.
- Nothing sitting in an inbox waiting to be noticed.
Built in a one week sprint
This workflow is built as an Automation Sprint: one focused week to map, design and build it around your systems and your rules. Fixed price and duration, scope agreed before anything starts.
Let's figure out what you can systemise and automate.
Tell me a bit about your business and what's eating your time, and we'll work out the best path forward together.
Free discovery call
We start with a 30-minute call to understand your current workflow and where automation can make the biggest difference.
Quick turnaround
Most projects are scoped and delivered within 2–6 weeks. No endless timelines or drawn-out retainers.
You own everything
Every workflow we build is fully documented and handed over to you. No black boxes, no lock-in.
I typically respond within one business day.