Lead Flow & CRM Diagnostic Services for Agencies

Marketing operations and pipeline automation

If your B2B consultancy or engineering firm is growing, your sales pipeline should be clear. But as you add clients and consultants, tracking relationships manually will eventually break down. Customer records get stuck on local spreadsheets, notes are scattered, and your team wastes valuable hours manually chasing unqualified enquiries.

I design and build the backend database infrastructure that organises your data, protects your revenue, and gives your management team pipeline visibility.

Here is exactly how we can work together.

Marketing operations and sales pipeline automation

£3,000 fixed setup fee

This is the foundational system build. I don’t just hand you a blank piece of software; I build the entire database architecture and connect it to your active inbound channels so it functions cleanly from day one.

What is included:

Process mapping: We look at your current sales flow to map out a clear, visual pipeline tailored to how your team actually handles corporate contracts.
Database architecture setup: Technical configuration and custom field creation inside your new CRM system based entirely on your business scale.
Lead form integration: Connecting your website, landing pages, and contact endpoints directly to your new CRM so no enquiry falls through the cracks.
Custom lead-scoring matrix: I build automated logic that ranks your incoming enquiries by engagement and intent, showing your team exactly who to call first every morning.
Enquiry screening campaign: I write and deploy an automated email validation sequence that systematically filters out bad fits before they ever reach your consultant's calendars.

The team adoption package

£500 optional project add-on

The biggest risk with any new database infrastructure is that your staff might ignore it. This package eliminates that hurdle and guarantees your team actually uses the new system daily.

What is included:

Custom video library: Short, step-by-step Loom videos showing your team exactly how to update deals, log interactions, and manage their pipelines without wasting time.
Live 1-hour team workshop: A practical, interactive virtual session to train your staff, answer their questions, and remove any technical hesitation.
Standard operating procedures: A simple, 1-page system guide your business can use during onboarding for future team members.

Continuous pipeline optimisation

£750 per month ongoing support

A database is a living system. This ongoing optimisation service ensures your software stays clean, your automations never break, and your email marketing continues to convert inquiries.

What is included:

Database Hygiene & Maintenance: Regular clean-ups to remove duplicate records, fix broken workflows, and keep your data fully compliant with UK GDPR standards.
Email Split-Testing & Copy Tweaking: Continuous testing of your automated subject lines and copy to keep your response and qualification rates high.
Minor Workflow Adjustments: Fast updates to your pipelines and integrations as your sales processes change or your team expands.
Monthly Strategy Review: A quick, 30-minute check-in with the Managing Director to review operational pipeline metrics and plug any new leaks.

Deploying systems built for your scale

Stop losing leads to messy workflows

Let’s find the operational bottlenecks in your current sales data process. Schedule a brief, 10-minute review to see exactly where your consultancy or engineering firm is losing enquiries, and explore how to automatically qualify leads before they ever reach your sales team.