Fixing pipeline, CRM and conversion problems for UK marketing and creative agencies

Most agencies don’t have a lead generation problem. They have operational gaps in how leads are handled, tracked and converted — and that’s what I fix.

How I fix pipeline performance

Most agencies I speak to aren’t struggling with activity. The problem is how leads move through the pipeline once they’re in. Follow-up is inconsistent, CRM visibility is patchy, and small messaging issues are quietly killing conversions. These are fixable problems and finding them is where I start.

Lead flow

Leads are coming in but something's going wrong before they convert. I find where they're dropping out and fix the path without adding unnecessary complexity.

Pipeline visibility

Most CRMs I look at don't reflect what's actually happening in the pipeline. I rebuild the structure so you can see exactly where every lead is and what needs to happen next.

Messaging

Sometimes small messaging issues are quietly killing conversions. I look at how your positioning and touchpoints are landing at the moments that matter most to a buying decision.

How it works

Step 1: Diagnostic review

I start with a structured review of your lead flow, CRM and conversion process. The goal is to find where performance is actually breaking down rather than making assumptions about what needs fixing.

Step 2: Prioritised fix plan

You get a clear picture of what's broken, why it's happening and what will make the biggest practical difference. No jargon, no lengthy report — just a straightforward set of priorities.

Step 3: Implementation

If you need help implementing the fixes, I work through them in focused sprints across CRM structure, follow-up systems, messaging and operational workflows. Either as a one-off project or ongoing monthly support, depending on what makes sense.

What it costs to work with me

Fixed fees at every stage. No surprises, no open-ended commitments.

Pipeline MOT

A straightforward review of how your pipeline, CRM and follow-up process are actually performing — and where the friction is.
£ 495 One-off
  • Pipeline visibility review
  • Lead flow analysis
  • Conversion friction identification
  • Prioritised fix recommendations

Implementation

Hands-on fixes to the specific problems the Pipeline MOT surfaces. No unnecessary complexity, just the changes that will make the biggest difference.
£ 1250+ One-off
  • CRM structure improvements
  • Follow-up process optimisation
  • Messaging refinements
  • Light automation and workflow improvements

Growth

Ongoing support for agencies who want someone in their corner on a regular basis. I keep an eye on pipeline performance, CRM visibility and conversion consistency so you don't have to.
£ 650+ Per month
  • Pipeline and CRM health checks
  • Ongoing workflow and process improvements
  • Conversion and lead flow monitoring
  • Monthly performance review and reporting

Find out where your pipeline is breaking down

I keep a limited number of Pipeline MOT slots open each month. If your pipeline feels inconsistent or harder to manage than it should be, it’s a good place to start.