SERVICES — GTM

CRM & AI Automation

Route and enrich leads automatically, draft communications with AI, and triage documents before a human touches them.

Start a project
Fixed scope · timeline agreed upfront

01 — What this covers

CRM & AI Automation

The copy-pasting between inbox, spreadsheet and CRM disappears. A new enquiry creates the contact, alerts the right person, drafts the reply and files the paperwork — before anyone opens a tab.

  • —Every manual step mapped and documented before anything is built
  • —Automations deployed on the tools you already use, not a new platform
  • —AI drafting and document triage tuned to your voice and categories, with human approval where it matters
  • —Written runbook plus a short video per workflow, and alerts if anything breaks
Typical turnaround: 1–2 weeksStart a project

Part of: GTM & AI Automation

02 — How it works

01

Audit

One session mapping every manual step and every gap between where you rank and where you should.

02

Design

Diagram of the target automation and the SEO fix list, signed off before any build.

03

Build + test

Automations built in a sandbox and switched on gradually; on-site SEO fixes delivered in batches.

04

Handover

Runbook, credentials, and a follow-up call two weeks in to tune what's noisy.

03 — Examples

Lead-to-CRM automation — workflow routing leads
CRM & AI Automation

Lead-to-CRM Automation

An n8n workflow that routes inbound leads, enriches contacts, and drafts first-touch emails — cutting response time from hours to minutes.

04 — FAQ

What kind of tasks can actually be automated?+
Anything repetitive with a clear rule: a new enquiry creating a contact and alerting the right person, invoices and forms being filed and summarised, follow-up emails going out on time, reports arriving every Monday without anyone building them.
Do I need to change the tools we already use?+
No. The automations connect the tools you have, inbox, spreadsheet, CRM, WhatsApp, accounting, and only move data between them. If a tool truly cannot connect, I tell you before we start.
Will this replace people on my team?+
No. It removes the copy-pasting so the same team handles more work without burning out. Anything needing judgment stays with a human, by design.
Is my data safe if AI is writing emails or reading documents?+
Yes. I use business-tier providers that do not train on your data, sensitive fields can be hidden before anything leaves your systems, and drafts can wait for a human to approve before sending.
What happens if an automation breaks?+
It alerts me rather than failing silently. You also get a written runbook and a short video for every workflow, so your team can pause or adjust things without waiting on me.
How long does it take to set up?+
One to two weeks for a first set of workflows, starting with the step that wastes the most time. Every manual step is mapped and agreed before anything is built.
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Let's Work Together

Tell me about your project and I'll come back with a plan and a timeline.

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