Growth System · Step 4 of 7 · CRM Automation
CRM Setup & Automation for Trades
Never lose another lead to a lost WhatsApp thread.
The problem
Leads land in email, WhatsApp, Facebook, Instagram, your phone and 'that quote request from Tuesday.' Half never get followed up.
What it costs
Trades typically lose 20–40% of enquiries to poor follow-up — the cheapest leads you'll ever leave on the table.
The Lead Hack fix
Single CRM, every lead source funnelled in, automated follow-up sequences, quote pipeline, task reminders and reporting on every stage.
Talk to a human about crm automation for your business.
We'll audit where your leads are leaking, show you exactly how crm automation would plug in, and give you a plan you can action — whether you work with us or not.
- A no-BS breakdown of your current lead engine
- A tailored fix using your industry's benchmarks
- Straight pricing and timelines — no follow-up spam
Get a straight answer on CRM Automation
Tell us about your business — we'll come back with what crm automation could be worth and how it plugs into your growth system.
The 7-step Growth System
How CRM Automation plugs into the full system
Every solution we sell is one piece of a bigger machine. Here's exactly where crm automation lives inside the 7-step Growth System — and how each other step supports it.
Discover
Map exactly where your leads are leaking — rankings, AI citations, speed, conversion and CRM.
CRM Automation here: We audit how leads currently move (or die) inside your business.
Build
Rebuild the site as a fast, conversion-first asset engineered for Google and AI search from day one.
CRM Automation here: Pipelines, stages and automations are built around your real sales process.
Rank
Win rankings in Google, ChatGPT, Perplexity, Gemini and AI Overviews (SEO + AEO + GEO).
CRM Automation here: Clean CRM data feeds smarter targeting into every channel.
Capture
Primary stepTurn every page into a conversion engine — quote widgets, call tracking, forms and tuned offers.
CRM Automation here: Forms, chat and calls flow into the CRM with source + campaign attached.
Respond
Speed-to-lead automation hits new enquiries within 60 seconds — SMS, email and missed-call recovery.
CRM Automation here: This is where CRM Automation does the heavy lifting — instant follow-up.
Convert
Nurture sequences, review requests and CRM workflows move enquiries to booked jobs and repeat customers.
CRM Automation here: Multi-touch nurture, review and reactivation sequences run on autopilot.
Prove
Track every lead, call and £ end-to-end. Monthly reporting shows what your marketing earned you.
CRM Automation here: The CRM is the single source of truth for revenue attribution.
What's included
- CRM selection + setup (Pipedrive, HubSpot, GoHighLevel)
- All lead sources funnelled in
- Automated email + SMS follow-up
- Quote + job pipeline
- Team training
Who it's for
- Trades with 20+ leads/month across multiple channels
- Businesses ready to scale beyond the owner doing everything
FAQs
Which CRM do you recommend?
Depends on team size and workflow — we'll recommend after a 20-minute discovery call.
Can you migrate my existing leads and customers?
Yes — we import contacts, deals and history from spreadsheets, Mailchimp, ServiceM8, Jobber or your existing CRM as part of setup.
How long does CRM setup take?
A standard trade setup is live in 2–3 weeks including pipeline design, automations, integrations and team training.
Built for these trades
Enquire · Step 4
Get a straight answer on CRM Automation
Tell us where you are — we'll map how crm automation fits your 7-step system.
Get a straight answer on CRM Automation
Tell us about your business — we'll come back with what crm automation could be worth and how it plugs into your growth system.
Ready to plug CRM Automation into your growth system?
Start with a free Lead Leak Audit. We'll show you exactly where crm automation fits — and what it's worth.
Build My CRM SystemRelated solutions
Most relevant to CRM Automation — matched on Growth System step, trades, and tools.