Services / Marketing automation

03 · Capture

Stop losing leads after the form.

Speed-to-lead is where most bookings are won or lost. I connect your forms to your CRM and set up the follow-up, so no enquiry depends on someone remembering.

Book a free 20-min call See my work

Outcome · fewer leads lost to silence

Sound familiar?

The enquiry came in. Then nothing happened.

“We reply a day or two later.”

By then the prospect has booked with whoever answered first.

“Leads are scattered across inboxes.”

Form emails, DMs and calls live in different places, so nobody sees the full list.

“We forget to ask for reviews.”

Happy clients would leave one, but only if someone asks at the right moment.

What's included

The system behind the form.

The setup

Form to CRM, no manual re-typing
Instant auto-reply and lead alerts on your phone
Nurture and re-engagement sequences
Review requests after the job
Reporting that arrives in your inbox

How it should feel

Every lead answered in seconds, day or night
One place to see every enquiry and its source
Short, human messages, not robotic blasts
Built inside your accounts, so you keep it all

How it works

From the form to a booked client.

Form to CRM

Every enquiry lands in the CRM with its source attached.

Instant reply and alert

The lead gets a reply in seconds; you get a notification on your phone.

Nurture sequence

A short follow-up sequence for anyone who doesn't book straight away.

Reviews and reporting

Review requests after the job, and a simple report each month.

Example flow

What a medspa enquiry could look like.

An illustration of a typical setup, from the first form to the review request. Your own flow is built around your services and team.

0 seconds

A visitor asks about a treatment on your website form.

Within a minute

They get a friendly reply with next steps and a booking link. Your front desk gets an alert.

Same day

The lead appears in your CRM, tagged with the treatment and where they found you.

Day 2

No booking yet? A short, personal follow-up answers common questions.

Day 5

A final check-in, then they move to a gentle monthly newsletter.

After the visit

A thank-you message with a link to leave a Google review.

Automation lives inside your accounts, so real examples are best walked through live. Ask on the call.

Tools

Questions

Before you ask.

Do I need a new CRM?

Usually not. I start with the tools you already pay for and only suggest a change if they can't do the job.

Will the messages feel robotic?

They shouldn't. Messages are short, written in your voice, and timed like a person would send them. The goal is a fast reply, not a flood of email.

Do I need a new website for this?

No. Automation connects to the forms you already have. If a form is broken or asks for too much, I'll fix that first.

Pairs well with

01 · Foundation