Automation

Lead Capture & Organization

We’ll set up automations to automatically funnel every new inquiry—whether it comes through your website form, landing pages, or ad campaigns—directly into a centralized spreadsheet or database. As soon as a prospect submits their information, we'll log their details in real time into Google Sheets or Excel Online, tag them by source, and timestamps the entry. This ensures no lead slips through the cracks and gives you an instantly accessible, always-up-to-date list for follow-up and reporting.

Automated Email Outreach

First impressions matter, so we’ll configure automated email sequences that engage new leads without manual effort. When we detect a fresh entry in your lead sheet, it triggers a personalized welcome email (or series of emails) via your preferred ESP—Mailchimp, SendGrid, or Gmail. You can introduce your services, share case studies, or invite them to schedule a consultation. All follow-up reminders, nurture messages, and even re-engagement prompts happen on autopilot, freeing your team to focus on high-value conversations.

CRM & Calendar Syncing

Keeping your CRM current and your calendar booked shouldn’t be a chore. With us, every qualified lead can be instantly added to platforms like HubSpot or Salesforce, complete with ownership assignments and lifecycle stages. If a prospect requests a meeting, we can generate a calendar invite in Google Calendar or Outlook, send confirmation emails, and even update your team’s shared Slack channel. This seamless handoff from marketing to sales guarantees a professional, organized experience for both your staff and your clients.

Real-Time Team Alerts & Task Automation

Stay on top of every opportunity with push notifications and task creation workflows. We can instantly notify your sales or operations team in Slack or Microsoft Teams whenever a hot lead comes in or an email sequence hits a key milestone. You can also automate the creation of follow-up tasks in Trello, Asana, or Monday.com—complete with due dates and tagging—so nothing falls off the agenda. These automated handoffs keep everyone aligned, accountable, and ready to deliver exceptional service.