CRM and Follow-Up

Most lost jobs are not lost on price. They are lost on silence

An enquiry that waits two days for an answer has already contacted someone else. This is the least glamorous work we do and the most reliably profitable.

CRM and Follow-Up

The fastest reply usually wins the meeting.

Not the best builder, not the best price. The one who answered while the homeowner was still thinking about it. That is a systems problem, and systems problems are fixable.

What the work covers

Every enquiry captured, answered and accounted for.

01

One place for every enquiry

Forms, calls and messages in a single pipeline instead of three inboxes and a notepad.

02

Response inside minutes

Automatic first contact so nobody waits for someone to get back off site.

03

Follow-up by email and text

Sequences that continue past the first attempt and sound like you. The job is usually won on the third touch, not the first.

04

A pipeline shaped like your sales

Stages, lead routing and automations built around how you actually sell, so using the system is easier than avoiding it.

05

Your history moved in clean

Existing contacts and old enquiries migrated, deduplicated and mapped, not abandoned in the old spreadsheet.

06

Visibility on what closed

Ad platforms and website wired into the CRM, so you see which source produced the signed work, not just the click.

How we work

Find the leaks first, then close them.

01

Trace an enquiry

We follow a real one through your current process and show you where it stalls.

02

Set up the pipeline

Stages that match how you actually sell, not a template.

03

Move the data in clean

Contacts and history migrated and deduplicated, so day one starts with everything in one place.

04

Automate reply and follow-up

First contact in minutes, then email and text sequences that carry on until a person should take over.

05

Report on outcomes

Source through to signed, so marketing decisions stop being guesses.

The work

What premium looks like when the marketing keeps up

The project

Scope, materials and the decisions behind them. Buyers comparing three builders are looking for evidence of judgement, not a slideshow.

The project

The presentation

Photography and structure that carry the scale of the build, so a six-figure project does not read like a gallery entry.

The presentation

The follow-up

What happens in the hours after an enquiry arrives, which decides more deals than any headline on the homepage.

The follow-up

What you get

  • A single pipeline for every enquiry
  • Automatic first response in minutes
  • Email and text follow-up sequences written to sound like you
  • Your existing contacts migrated and deduplicated
  • Source tracking through to signed work
  • A view of what is in the pipeline that you can actually trust

Frequently asked questions

That is the usual situation, and switching tools rarely fixes it. Most of the time the problem is that the stages do not match how the team sells, so using it feels like extra work.

Usually, and that is the first option we look at. We only recommend moving when the current tool is genuinely fighting the way you sell, and if we do, migrating your data cleanly is part of the job.

The first reply is automatic and says so, because a fast honest acknowledgement beats a slow personal one. Everything after that is a person.

No. We build the pipeline around your process. If we think something in that process is costing you work, we will say so, but that is your call to make.

See where this sits in your own setup

A strategy call looks at what you have now and tells you what to fix first, in what order.