01/ 04
Multi-Channel Lead Unification
- What we build
- Leads come in from your website, Facebook Ads, Google Ads, Upwork, referrals, and cold outreach.
CRM & Lead Automation
Most businesses do not have a lead problem. They have a follow-up problem.
It is a lead engine that gives every new lead a text and a call back while they still care, then follows up on its own.
We automate the entire lead journey, from the moment a prospect contacts you to the moment they become a client, so your sales team focuses on closing, not chasing.
Every leadcaptured and followed up, from every source
The problem
Leads are not falling through the cracks because your team is not trying hard enough.
They fall through because the process depends on someone remembering to do the next step. And memory is not a reliable system.
What it costs the business
- Leads from different channels land in different places and never get unified
- Speed-to-first-contact averages hours instead of seconds
- Follow-up sequences exist only as intentions, not as automated actions
- Pipeline health is only visible when someone manually builds a report
- CRM data is only as good as whoever updated it last
What changes
Here is what changes once the system is live.
Every channel, one pipeline
No lead is lost because it came from the "wrong" channel.
First contact while the lead still cares
CRM entry, assignment, SMS, email, and a Slack alert, before the lead cools off.
Follow-up runs on schedule, not on memory
A multi-touch sequence that stops automatically the moment a lead books.
Pipeline health visible without a report
Source, stage, conversion, and forecast, live, with nobody pulling a report.
What we build
How It Works: Four Real Lead Automation Setups
02/ 04
Speed-to-Lead Automation
- What we build
- The moment a lead submits a form: CRM entry created → lead assigned → WhatsApp/SMS sent → email sent → Slack notification to assigned rep → calendar link included.
03/ 04
Follow-Up Sequence Automation
- What we build
- Most leads do not convert on first contact.
04/ 04
Pipeline Reporting and Visibility
- What we build
- Live visibility into your pipeline without anyone pulling a report: leads by source, pipeline stage breakdown, average time in each stage, conversion rate per stage, follow-up compliance, and revenue forecast.
Proof: HVAC Company, USA
The situation
An HVAC company received leads from their website, Google Ads, and referrals. Each came in a different way. Follow-up depended on whoever noticed first. There was no pipeline visibility.
What we built
A unified lead intake layer that captures every lead source, pushes to GoHighLevel, assigns an owner, fires a follow-up right away, and runs a 5-touch sequence. A live reporting dashboard shows pipeline health in real time.
- Every leadcaptured and followed up, from every source
Every lead captured from every source. First contact goes out the moment a lead lands, not when someone notices it. Management sees pipeline health live without asking anyone to build a report.
HVAC company. Client name withheld by NDA. Full architecture available on request.
See it work
Watch one we built.
Design agency: five request forms, one client record
Design agency. Design agency: proposals, sign-offs and payments now update one CRM
Pipedrive team: emailed files filed on the contact, CCs included
Company on Pipedrive. Files clients email now land on their Pipedrive contact, CCs included
My CRM has years of deals. I never have time to dig through it.
Construction. Contractor asks his CRM on WhatsApp
Case studies
CRM and lead automations we built.
Real estate investor
Tax-sale investor: leads collected and emailed, efficiency up 100%, Real estate investor, client build
Good Care Ventures: county PDFs to emailed leads, in their own n8n
Real estate investor
Real estate investor: every text reply tagged, hot ones become deals, Real estate investor, client build
Hot, warm or cold, each reply gets its own answer.
Instagram coach
Instagram coach sees each lead from first DM to paid, Instagram coach, client build
DMs, Calendly bookings and Whop payments joined on one row per lead.
The stack
Works with the tools your team already uses.
- CRM platformsGoHighLevelHubSpotSalesforcePipedriveAirtablecustom
- Lead sourcesFacebook Lead AdsGoogle Adswebsite formsTypeformWebflowLinkedIn
- OutreachTwilio SMSWhatsApp Business APIGmailActiveCampaignMailchimp
- Data enrichmentSnov.ioLinkedIn Sales Navigatorcustom APIs
- Automation backbonen8nMake.comZapierGoogle Apps Script
- ReportingPower BILooker StudioGoHighLevel reportingcustom dashboards
Scope + timeline
Start small, prove it works, then scale.
Single-channel setup
One lead source to CRM, basic follow-up
Multi-channel unification
All lead sources unified, CRM sync, speed-to-lead automation
Full lead system
Multi-channel + full follow-up sequence + pipeline reporting
Monthly optimization
Sequence testing, pipeline reporting, new source integration
Questions
The things owners ask before they commit.
Yes. We work with your existing CRM, we do not ask you to switch. If your CRM has an API (GoHighLevel, HubSpot, Salesforce, Pipedrive all do), we can automate intake, updates, sequences, and reporting on top of what you already have.
We have integrated with over 40 lead sources. If something exists with a form, an API, or a webhook, we can pull from it. We tell you upfront if something is not feasible.
By using the data the lead submitted. "Hi [Name], I saw you were looking for [service] in [city]" feels personal because it is accurate. We write the sequence copy as part of every project, not just the automation.
Most clients see faster lead response and reduced lead drop-off within the first week of going live. Conversion rate improvements typically show in the first 30 days of full data.
Yes, on most platforms. We build the infrastructure to support testing from day one, so you can optimize sequences based on real performance data over time.
Free 30-minute Lead Check
Show us where your leads come in. We will show you where they are being lost.
Book a free 30-minute lead audit. We will map your current lead sources, follow-up process, and CRM setup, and show you exactly where automation would recover the most revenue.
Get a Free 30-Min Lead Check