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Service

CRM Automation

Turn new leads into booked conversations without manually chasing every enquiry.

Digital marketing operations for teams handling enquiries and sales. We set up CRM systems, sales pipelines and email or SMS follow-up to connect new leads with booking, nurture and reactivation workflows.

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What you get

Outcomes, not tools

  • Every lead answered fast, day or night
  • One place to see where each deal stands
  • Follow-up that continues until someone books or opts out
  • Old enquiries reactivated instead of forgotten

The work

Inside CRM Automation

  • CRM setup & migration

    GoHighLevel or HubSpot configured around how you actually sell, with your data moved in cleanly.

  • Pipelines & lead management

    Stages, owners and rules so nothing sits untouched and reporting reflects reality.

  • SMS & email automation

    Speed-to-lead replies, nurture sequences and reminders that run on their own.

  • Appointment systems

    Booking, confirmations and no-show follow-up wired end to end.

  • AI & chat automation

    Assisted replies and qualification that hand a warm, informed lead to a person.

  • Integrations

    Zapier and Make connections between your site, ads, calendar and CRM so data moves without copy-paste.

  • Database reactivation

    Structured outreach to past enquiries and customers to pull booked conversations out of a list you already own.

Typical deliverables

  • Configured CRM and pipelines
  • Speed-to-lead and nurture automations
  • Booking and reminder flows
  • Integration map and documentation
  • Team training and a run book

Where it applies

Industries that lean on this

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How we run it

The same six steps, every engagement

  1. 01

    Discover

    We audit what exists — positioning, site, pipeline, spend and results — before we recommend anything.

  2. 02

    Strategise

    A written plan with owners, dates and target metrics. You approve it before work begins.

  3. 03

    Build

    Creative, sites, funnels and automation are produced and connected as one system.

  4. 04

    Launch

    Campaigns go live in sequence so each channel feeds the next, with close monitoring in the first weeks.

  5. 05

    Optimise

    A regular review where we cut what underperforms and move budget toward what is working.

  6. 06

    Scale

    Once the system is stable and measured, we add reach, channels and capacity deliberately.

Questions

CRM Automation, answered

Do you only work in GoHighLevel?

No. GoHighLevel and HubSpot are the two we set up most often. We recommend one based on your team, budget and what you already use.

Can leads from our industry pages route automatically?

Yes. Enquiries carry the page they came from, so routing and follow-up can differ by industry from day one.

Start here

Bring crm automation into one system

Tell us what is in place today. We will show you how this connects to the rest and what to build first.

Before you go

Want a first view of what we'd do?

Two-minute form. No obligation. We reply within one working day.

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What would you like to build?

Tell us in your own words. Record up to one minute, listen back, then send your message to HQ360.

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