CRM, Automation & AI
The most expensive waste of ad money is a lead lost in a spreadsheet. Every CRM setup I build serves the same purpose: make it visible where every lead came from, whose desk it waits on, and why it was won or lost.
- Sales funnel design: stages, ownership, target times (SLA), loss reasons
- Integrations: web forms, Google/Meta lead flows, call and messaging channels
- Automation flows: welcomes, reminders, re-engagement sequences
- The marketing–sales bridge: feeding CRM data back into ad optimisation
- Management reports: channel-level lead quality and conversion tables
- AI-assisted lead scoring and prioritisation
- WhatsApp Business and conversational marketing flows
- Analysis: I study the sales process and current tools.
- Setup: I build the funnel, integrations and field structure.
- Automation: I hand repetitive work to flows.
- Adoption: I cement team habits with reports.
Frequently Asked Questions
FAQWhat should CRM selection be based on?
Team size, the shape of the sales process and integration needs — not the brand. The most common waste is paying for an expensive system and using half of it; the right system is the one the team adopts with the least friction.
Where does automation help, and where does it hurt?
It saves time on repetitive work — welcomes, reminders, task creation. It hurts in moments that need a human: medical or technical answers, objection handling. The golden rule: automation should not imitate a human — it should hand over to one at the right moment.
Why is first-response speed so critical?
Leads usually write to several places at once; whoever replies seriously first frames the conversation. The most reliable way to raise conversion without raising ad spend is measuring and shortening first-response time.
What does AI actually do on the CRM side?
Three concrete things: scoring and prioritising incoming leads on behaviour and profile signals, auto-summarising conversations and records to free the coordinator's time, and suggesting re-engagement timing from data. No magic — practical assistants working on well-structured data; if the data is a mess, AI just accelerates the mistakes.
Is a CRM overkill for small teams?
The opposite — every lead is worth more in a small team. Even for two people, a simple funnel and a few automations eliminate forgotten quotes, late replies and "who was handling this?" confusion.
Want to talk about this?
Questions, ideas or collaboration — email and LinkedIn are always open.