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CRM Setup, Optimisation and Development

CRM Flows

 Most businesses have a CRM that no one really uses. Contacts dumped in without structure. No pipeline. No automation. The sales process lives in someone's head or a spreadsheet. 

I fix the foundations. Data structure, lifecycle stages, pipelines, segmentation and automation. I work with HubSpot and most common CRM platforms. If you already have a system I will work with it. If you need one I will recommend what is right for your size and budget, not the most expensive option.

I work in three ways. Set it up properly and hand it back with training so your team runs it independently. Stay involved to maintain and develop it as the business grows. Or act as your CRM adviser for longer-term platform decisions. Most clients start in one place and naturally move to another as the relationship develops.

A CRM that reflects your business, a team that can use it, and a clear view of your pipeline.

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Our Services

CRM Funnels

CRM Setup, Optimisation and Development

Most businesses have a CRM that no one really uses. Contacts dumped in without structure. No pipeline. No automation. The sales process lives in someone's head or a spreadsheet.

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CRM Flows

Email Marketing and Automation

Email is still the highest-ROI channel most SMEs have. Most businesses either send too rarely, send the same thing to everyone, or have zero automation. The list is sitting there. The money is sitting in the list.

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CRO

Customer Journey and Conversion

Traffic that does not convert is just a cost. Most SME websites have no real conversion logic: unclear calls to action, no lead capture, forms that go nowhere, follow-up that never happens. People arrive, look around, and disappear.

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Reporting

Reporting and Data Foundations

You are probably making decisions based on gut feel. Not because you are not analytical, but because your data is in three different places, none of it joins up, and the reports you do have are full of numbers that do not tell you what to actually do next.

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SEO GEO

Local Search and Google My Business

For most local businesses Google My Business is the highest-leverage digital asset they have and the most neglected one. Set up once, never touched again. Wrong categories. No review strategy. Posts empty for months. Meanwhile your competitors show up and you do not.

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Websites

Website and Ecommerce Builds

If you are starting from scratch, or working from a site that is not doing its job, I can build a clean conversion-focused website or ecommerce setup as part of your engagement.

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