06 / Lead Generation & CRM
Lead Generation & CRM
Make the path from interest to conversation explicit. Understand what information is needed, who owns the response and where useful context gets lost.
Improve your enquiry handoff ↗
DELIVERY SCOPE
An enquiry deserves a proper handoff.
Configured lead capture, CRM fields and pipeline stages, routing rules and follow-up workflows, with permission checks, isolated testing and a practical handover.
Platform access, consent, data ownership and message approvals are agreed before activation. Routing and communications are tested safely before they reach real contacts.
WHAT THE ENGAGEMENT CAN COVER
Lead capture & form implementation
Design and implement capture points that ask for useful information without creating unnecessary friction. We check required fields, mobile usability, consent wording and the destination of each submission before activating a new flow.
CRM setup & pipeline configuration
Configure CRM fields, stages and ownership around the way your team actually handles an enquiry. We agree what enters the pipeline, what makes a record ready for the next stage and which information a colleague needs to continue the conversation.
Lead routing & ownership rules
Route enquiries to the right person with explicit fallback rules for missing information or unavailable owners. Field mapping and duplicate handling are tested with isolated records so a technical handoff does not become an operational blind spot.
Follow-up workflows & lead nurturing
Build follow-up and nurturing workflows with approved messages, timing, permission checks and stop conditions. Staff can see what has happened, pause an inappropriate sequence and take over when a conversation needs human attention.
HUMAN-LED. AI-DRIVEN.
Assistance with boundaries.
People with responsibility.
AI can organize an approved process description. People decide permissions, routing rules, exceptions and what a customer should actually receive.
The website creates the contact point. Automation can support a tested handoff. Measurement distinguishes a submission from a useful opportunity.
Before an engagement begins
Confirm a delivery owner, platform and account requirements, the agreed outputs, review rights and acceptance checks. Any additional software, advertising spend or third-party commitment requires explicit agreement.