Someone is waiting for your call
You have their contact details, but you haven’t had time to call back.
DESIGN · DEPLOYMENT · MAINTENANCE
Advertising, CRM
and automation.
We connect your advertising to your customer relationship management system (CRM). Your team can find each enquiry and see what follow-up is needed.
From the first message to the follow-up call.
DEMONSTRATION
A business receives a quote request. Here’s how the team prepares to follow up.
01 / 01
THE STARTING POINT
A potential client
A potential client
gets in touch.
Their contact details and request arrive in one place.
Website formThe source stays with the enquiry
AP
Alex ParkerFictional contact
entreprise.example · Contact
Receive and checkRecord and follow-upReminders and checks
Preparing the recordContact details and a call reminder.
Official n8n viewer · Fictional exampleReceive → Check → CRM → Follow-up
Client follow-ups
Upcoming calls and open records, together in one place.
| Name | Stage | Source | Next follow-up |
|---|---|---|---|
| Call needed | Website | First call | |
| TBTaylor Brooks | Quote | Referral | Follow up |
| SBSam Bennett | Appointment | Website | Prepare for meeting |
| MLMorgan Lee | Call needed | Advertising | Confirm requirements |
| CWChris Walker | Quote | Referral | Confirm receipt |
| JCJamie Collins | Follow-up complete | Website | File record |
The system checks the details, creates the record and prepares the reminder.
02 / 03Fictional data. No messages are sent and no real records are changed.n8n: screenshot from the official viewer.
SOUND FAMILIAR?04 EVERYDAY SITUATIONS
When follow-ups compete
with the rest of your work.
A quote goes unanswered
Between jobs, you need to remember to check back with the client.
Information is spread across tools
Contact details, emails and notes are stored in different tools.
Entering the same details again
You enter the same information in the form, the CRM and your invoicing software.
OUR SERVICESWhat we can
What we can
take care of.
Advertising
Your Facebook and Instagram campaigns, with the pages and forms where potential clients can get in touch.
Explore advertisingCRM and automation
Your CRM, connected to your forms and the other tools your team uses.
Explore CRM and toolsMonthly management
Ongoing management of your campaigns and CRM, with a report on the work completed.
Explore monthly managementGETTING STARTEDWhere do
Where do
we start?
The 90-Day Plan helps you decide what to improve and what to work on first.
See the 90-Day PlanYour priorities
What needs your attention, based on the information and evidence available.
The work ahead
Who will be responsible, the resources needed and the expected implementation costs.
Your next steps
A 30-, 60- and 90-day action plan that sets out what to do and in what order.