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.
The Lead Hack Operating System
We understand demandand build systems that capture it.
- 01
Demand
Who already wants this, and how much of it is there?
- 02
Discovery
When that demand looks for an answer, are we in it?
- 03
Trust
Do we look like the safe choice in the four seconds we get?
- 04
Conversion
Is it effortless to start the conversation?
- 05
Follow-up
What happens in the first sixty seconds — and the next thirty days?
- 06
Sale
Does the pipeline actually close, or just fill?
- 07
Data
Do we know which pound produced which customer?
- 08
Optimise
What do we move next, and what does it earn?
Demand → Discovery → Trust → Conversion → Follow-up → Sale → Data → Optimise → repeat
We understand demand and build systems that capture it.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.
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
Ready to plug this into your business?
Send a few details and we'll come back with how crm automation fits your growth 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.
Related solutions
Most relevant to CRM Automation — matched on Growth System step, trades, and tools.