Forms into your CRM.
Every form creates a contact and a deal in Pipedrive, HubSpot or GoHighLevel.
Proof
- Auvion
- New Paradigm
01 · Leads and sales
Leads and sales.
Most of my client work is here, so this is where the proof is.
Proof
Read the case study Auvion
Every inquiry gets a reply in under a minute, day or night.
A seller fills in the form. Within seconds the photos are stored, the deal is in Pipedrive, and the seller has a reply in Dutch by SMS and email.
- TriggerSeller formFive steps, car details and photos
- MakeScenario runsOn tools Auvion already paid for
- CloudinaryPhotos storedLinked to the deal
- PipedrivePerson, deal, noteWith six research links
- SMS and emailReply in DutchFirst reply in under 30 seconds
23%
never replied to the lead at all
Firms that replied within an hour were nearly 7 times as likely to qualify the lead as those that waited even one hour longer.
My automations reply in under a minute.
Harvard Business Review, 2011. 2,241 US firms audited.
Instant replies.
A reply by email and SMS in under a minute, day or night.
Proof
- Auvion
- New Paradigm
Follow-up reminders.
If a lead goes quiet, you get a reminder or they get a follow-up.
Proof
- New Paradigm
Booking flows.
Leads book a call, and it lands in your CRM and calendar.
- Calendly
- Cal.com
Calendly
Cal.comProof
- New Paradigm
- Litefirm
New lead alerts.
A ping in Slack, email or SMS the moment a lead comes in.
Proof
- New Paradigm
Reply from your phone.
The lead pings your phone. Type a quick reply and it goes out as a properly formatted email.
Proof
- New Paradigm
Assessment forms.
A short assessment that scores each visitor and hands you their answers in a clear structure.
Proof
- Litefirm
Proof
Litefirm
An intake form, booking and conversion tracking, reviewed for catching silent failures early.
Read the case study
02 · Operations
The admin that eats your week.
The repeat jobs between your apps, set up once and then left to run.
Change it in one place, and it updates everywhere else.
ExampleSwipe for more
03 · Marketing
An email system that took open rates from 10% to 46%.
BikeBizSwipe for more
04 · AI automation
AI is good at reading, sorting and drafting.
I put it inside your workflows, with a person approving anything that goes out.
AI writes the first draft. You approve it before it is sent.
Example- What comes in
A sales enquiry from Mark
- What AI does
Writes a first draft
- What you get
A draft waiting for your OK
You approve
Swipe for more
05 · Two levels
Starter
One workflow, a few steps, one or two apps.
Example: a new form entry goes into your CRM and you get an email.
Intermediate
Multi-step, with branching, several apps, AI steps and error alerts.
Example: an enquiry is sorted by AI, routed to the right person, logged in the CRM, and a draft reply waits for your approval.
Bigger systems
Bigger systems like client portals and internal tools are scoped separately. Auvion's dealer bidding portal is one.
See the Auvion portal
06 · What you can count on
You own every account.
Every tool and login is in your name from day one.
A written guide for every workflow.
What runs where, so you or anyone you hire can pick it up.
Every path tested.
With an alert if something fails.
Tool and AI costs quoted separately.
You pay the tools directly and see every cost.
8 weeks of free support after launch.
If anything breaks or you need small changes, I do it at no cost.
An optional monthly care plan.
After the 8 weeks, if you want it.
Send a message. Watch what happens.
Fill this in and you will get a reply in under a minute. That is the kind of system I build for clients. Then I read your message and reply myself.