AI & Follow-Up Setup
Lead pipeline and CRM configuration
A configured lead pipeline and contact organisation that keeps enquiries from falling through the cracks — so you can see where every lead is at a glance.
Who this suits
For tradies who lose track of leads
When leads live in your inbox, your phone and your memory, it's easy to forget to follow one up. A configured pipeline gives every enquiry a stage — new, contacted, quoted, won or lost — so nothing disappears.
Proposed scope
- Lead pipeline configuration with agreed stages.
- Contact organisation and tagging.
- Enquiry capture routed into the pipeline.
- Handover on how to use and maintain it.
What you supply
To work effectively within your systems, we'll need agreed access and information.
- Your sales stages (e.g. enquiry → quote → won)
- Where enquiries currently come from
- Any existing contacts to import
Illustrative example
A builder configures a pipeline: New, Contacted, Quoted, Booked, Won, Lost. Every website enquiry drops in at "New", moves through as it's followed up, and the owner can see at a glance that three quotes are sitting at "Quoted" waiting on a decision.
What's included
- Lead pipeline with agreed stages
- Contact organisation and tagging
- Enquiry capture into the pipeline
- Handover and basic guidance
Boundaries & exclusions
- Ongoing CRM maintenance (that's admin support or managed systems)
- Migrations from platforms that can't export data
- Sales coaching or scripting
- Automatic integrations with untested third-party tools
This is a one-off configuration. Ongoing record maintenance is part of admin support; ongoing system care is part of managed systems. We work within the platform that suits your setup — we don't claim automatic integrations with any specific CRM.
FAQs
Questions about CRM setup
Is this the same as CRM admin support?+
Which platform do you use?+
Can you import my existing contacts?+
Request a CRM setup quote
Book a discovery call to configure your lead pipeline.