How does this connect to the 60-second lead response?

Every new lead — from any channel — is routed into the CRM the moment it comes in, which triggers the automated first response. Nothing waits for someone to manually check a form submission.

Do you capture companies that never fill out a form?

Yes — at the company level. We identify the businesses showing buying intent on your site and route them into your CRM alongside form fills and calls. It's account-level identification, not personal data.

Does this include WhatsApp?

Yes — WhatsApp is one of the response channels the CRM triggers on new leads, and full WhatsApp campaign work (catalog messaging, broadcasts, click-to-WhatsApp ads) is covered on the dedicated WhatsApp Marketing page.

CRM & Automation

CRM & Marketing Automation

A lead that lands in an inbox nobody checks is the same as a lead that never came in. We set up and manage the CRM and automation layer so every enquiry is tracked, routed, and followed up in 60 seconds — not lost between a form and a spreadsheet.

Get your $999 Growth Audit See pricing →

Part of our performance marketing agency work →

CRM pipeline, lead routing, and B2B website visitor identification automation

What it gets you

Outcomes, not activity.

The companies researching you, identified before they ever fill out a form
Every enquiry logged in a single place, tagged by source and channel
First reply out the door in 60 seconds — voice, WhatsApp, or email
Cost per lead traceable all the way to a closed deal, not just a form submission
Nurture sequences built around where a lead is in their decision, not a generic weekly blast
A CRM that reflects your actual sales process — not a generic template

What we manage

The full stack — not just the ad platform.

CRM setup & implementation

HubSpot and other major platforms — pipelines, lead scoring, and reporting built around your actual sales process, not a generic template.

Lead routing

Every enquiry tagged by source and channel, so cost per lead is traceable all the way to a closed deal.

Visitor identification

Know which companies are on your site in real time — so buying intent is captured before an enquiry is ever submitted. Learn more →

Unified account view

Every touchpoint — ad click, site visit, call, WhatsApp — rolled into one view per account, so follow-up reflects the full journey, not just the last form. Learn more →

Email & newsletter automation

Nurture sequences built around where a lead is in their decision, not a generic weekly blast.

60-second response integration

New leads trigger an immediate AI voice, WhatsApp, or email response, logged straight into the CRM.

Pipeline hygiene

Stale deals surfaced, duplicates merged, activity logged automatically — so pipeline reporting is actually reliable.

Reporting

Attribution from ad click to closed deal, in one report — not five dashboards you have to stitch together.

Where AI helps

AI handles the 60-second first response, routes leads by source, drafts nurture sequences, and flags pipeline stalls the moment they happen.

Where humans decide

Senior operators design the pipeline, approve every nurture sequence before it sends, and decide what qualifies as a real opportunity — not just a raw form fill.

Why this closes the loop on performance marketing

Reporting cost per lead only works if every lead is actually logged somewhere reliable. Most of the "we can't tell what's working" problem in marketing isn't a measurement problem — it's a CRM and lead-routing problem. Fixing this is often the single highest-leverage change in an account, and it's usually invisible until it's fixed.

Automated workflow routing leads and identified companies from first touch through the CRM to first response

What happens after launch

Pipeline health, automation performance, and lead-response speed are reviewed weekly. AI flags routing failures and stalled deals; senior operators decide what changes ship — nothing runs on autopilot without human review.

Realistic cost expectations

Initial CRM setup is scoped separately after the $999 Growth Audit. Ongoing management (pipeline hygiene, automation updates, reporting) is included in Growth Engine and Full Engine tiers.

The Momentum Method™

Four steps. AI speed. Human judgment.

The same repeatable system runs behind every channel we manage — so growth is a process, not a guess.

01
Get Found
Rank on Google and be the answer when buyers ask ChatGPT.
AI maps what your buyers search.
02
Get Clicked
AI-tested ads across Google, YouTube, Meta, banners, and Gmail — approved by senior marketers.
AI produces video, banner, and static creative; humans pick what runs.
03
Get Leads
Landing pages and creative that turn clicks into enquiries, not just traffic — every page tested for what actually gets visitors to enquire. And we identify the companies showing buying intent even when they browse without filling out a form.
AI drafts pages and creative; senior marketers approve.
04
Convert Leads
Every lead answered in 60 seconds and booked onto your calendar.
AI replies in 60 seconds; meetings land on your calendar.

FAQ

Questions we get often

We work with what you already have — HubSpot, Salesforce, or others — rather than forcing a platform switch. If you don't have a CRM yet, we'll recommend one based on your sales process and team size.

Ready when you are

Find out what buyers see when they search for what you sell.