Lead capture and routing
Record the enquiry source and assign an owner based on agreed rules. Keep the process understandable to the team using it.
FIRST THOUGHT / AUTOMATION SOLUTIONS
Connect the steps.
Keep opportunities moving.
Marketing automation connects lead capture, ownership, follow-up and reporting. Our initial pilot direction focuses on practical workflows that reduce missed handoffs and make the next action clear.
WHAT THE WORK COVERS
A practical scope.
A clear purpose.
CRM workflows
Plan a consistent pipeline with useful statuses, ownership and next actions. Integrations depend on the CRM and access available.
Follow-up reminders
Create a repeatable follow-up schedule. Start with team tasks and notifications before expanding to automated customer communication.
WhatsApp and email
Explore consent-based messaging through supported tools. Channel permissions, templates and service costs must be checked during implementation.
Reporting workflows
Bring approved data into a consistent reporting process. Validate sources and surface missing or stale information.
Pilot validation
Test expected and failure paths, check duplicate handling and confirm that the team can take over when a workflow needs attention.
QUESTIONS, ANSWERED
Before we begin.
Can you automate our entire business immediately?
We begin with one defined workflow and validate it. The automation offering is currently a pilot direction, not a blanket promise of every integration.
What does a typical lead workflow look like?
Ad or website enquiry → lead record → assigned owner → follow-up task → outcome review. AI qualification can be evaluated separately where it is useful.
YOUR NEXT FIRST THOUGHT
Let’s talk about
your business.
Tell us where you are today and what you want to achieve. We’ll use your brief to shape the conversation.