Service
Automation and CRM work removes the manual steps between an enquiry arriving and a person responding. It covers routing, notification, follow-up sequences, data hygiene and pipeline structure. The objective is a shorter time to first human contact and a record you can actually report from.
How the work runs
- 01
Map the current path
From form submission to first human reply, measured in real hours.
- 02
Route and notify
A named owner at the moment of arrival, not a shared inbox.
- 03
Build the sequence
More than one follow-up attempt. Five is a reasonable standard.
- 04
Clean the data
Deduplicate, standardise, and capture source on every record.
- 05
Report from it
Pipeline and outcome, so the CRM earns its keep.
Timeline
Current-state audit in week one. Routing and notification live within two weeks, because these are the fastest wins available. Sequences and reporting structure follow over weeks three to six.
What you own
Every account, every dataset and everything we produce is yours, assigned outright rather than licensed. If the engagement ends, you keep all of it. Our agreements are rolling with thirty days notice.
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