Without the system
Tuesday, 8:47pm, Sarah sends a quote request. The reply arrives the next day, after she has booked the competitor who answered that night.
Follow Up · Stage 03
You already paid for these leads.Stop losing them to slow follow-up.
Every enquiry cost you something. Then it sat two days, got one reply, or bought once and vanished. We build the CRM that catches what you already earned: instant replies, nurture, onboarding, win-backs.
- HubSpot & Klaviyo
- Often measurable in weeks
- No new leads required
The leak math
The leak is in your own numbers.
No industry statistics. Just four counts.
Last month's leads
Count enquiries, forms, quotes, and abandoned carts, and treat 40 as an example, not a result.
Reply within an hour
Count how many got a reply within an hour: most businesses are near zero, and the first credible reply usually wins.
Not-yet follow-up
Count how many not-yet leads ever heard from you again, since most of them buy in month two or three.
Past customers this year
Count last year's customers you have contacted this year, because silence gives away people who already trust you.
Fixing all four doesn't need a new lead, a new ranking, or a new follower. It is revenue you already earned.
Run this math on your funnelThe lifecycle
One system, six moments.
A timely message changes the outcome. A person, realistically, forgets.
Capture
Every lead lands in one place, and nothing is lost in an inbox.
Respond
A human-sounding reply goes out in minutes, not days.
Nurture
Not-yet leads hear from you until they are ready.
Onboard
New customers get set up for a first win, not silence.
Retain
Existing customers get a reason to stay and buy again.
Win Back
Drifting customers get a genuine reason to return.
Most businesses do respond slowly, onboard by accident, and never nurture, retain, or win back.
What we build
What we build, moment by moment
Capture
Leads live in inboxes, spreadsheets, and someone's memory, so some vanish. We build one CRM: every lead, one owner, a real source, and stages your team will use.
Respond
The meeting runs long, and the lead emails a competitor. We build a human-written reply in minutes, routing to the right person, including after hours.
Nurture
Not-yet leads drift because nothing sits between the first reply and a close. We build useful sequences, buying-signal scoring, and a long cycle that does not depend on memory.
Onboard
After the yes, the messages stop. We build onboarding to a first win: SaaS activation, a services next step, or ecommerce post-purchase care.
Retain
New leads get all the attention, and existing customers hear nothing. We build replenishment, renewals, and reviews timed to behavior, and a flag before they fade.
Win Back
Drift becomes a cancellation before anyone follows up. We build a real reason to return, abandoned-cart recovery, and a simple ask about why they left.
Your business
What this looks like in your business
For SaaS & Technology
Trials never activate, demos no-show, and users churn without a word.
On HubSpot: activation, demo reminders, health alerts, and renewals.
See the industryFor Local & Professional Services
Enquiries wait until the next day, quotes go unchased, and past clients never hear back.
On HubSpot: minute-one replies, quote follow-up, and past-client recontact.
See the industryFor Ecommerce & Consumer Brands
Carts are abandoned, buyers purchase once, and the list only hears about sales.
On Klaviyo: welcome, cart recovery, post-purchase, and win-back.
See the industry
Tools
Our tools, and the honest answer about yours
We go deep on two platforms instead of shallow on twelve.
Home base
HubSpot
Home base for SaaS and service businesses: CRM setup, workflows, sequences, and reporting.
Home base
Klaviyo
Home base for ecommerce email and flows.
Your stack
Already on something else?
Pipedrive, Zoho, Mailchimp, ActiveCampaign, GoHighLevel, or a spreadsheet. We work with it, show the math before any move, or say if it is already fine.
The CRM, the data, and the logins stay yours, and everything we build is documented.
The first 30 days
The first 30 days, week by week
Week 1
Audit the leak
We audit the path of your last 20–50 leads and write down where each one stalled.
Week 2
Written blueprint
You get a written blueprint of which flows to build first, and you approve it before we build.
Week 3
First flow live
Foundations go in, and the first flow goes live: instant response or abandoned cart.
Week 4
Next flows
The next flows ship, with a plain-English report of what turned on and what it did.
Something is on by week 3, not day 3.
An illustration
The same lead, two endings
Sarah is an illustration, not a client result.
With the system
Tuesday, 8:47pm, she gets a useful reply, the team is alerted, and a person calls Wednesday morning while she still feels handled.
In the same illustration, a later check-in comes back with a referral. That is the system compounding.
Not the fix
When this is not your fix
Almost no leads
Automation multiplies what exists, and multiplying zero is zero. Start with Get Found or Get Chosen, then come back.
A bad offer
A bad offer is not a flow problem. No sequence rescues a product people do not want at a price they will not pay.
Replacing people
Automation does not replace humans. It buys speed and consistency, and people still close the deal and keep the relationship.
Fixed in one week
This is not fixed in one week. Fast is week 3, not day 3, because the foundations are what make it last.
FAQ
The implementation questions everyone asks
Our CRM data is a complete mess. Is that a problem?
A messy CRM is the normal starting point, and we almost never inherit a clean one. Cleanup is part of the first weeks, and the mess usually shows where leads leak.
Will automated emails make us sound like a robot?
Only if they are written like a robot. Every sequence is written by a person, in your voice, and rewritten if you would cringe to see it forwarded.
We already have HubSpot / Klaviyo but barely use it. Can you work with that?
Paying for HubSpot or Klaviyo and barely using it is the usual start. We keep what works, rebuild the rest, and that is usually cheaper than starting over.
How fast do we see results?
It is the fastest of our four services. Response flows work the day they switch on, cart recovery shows within the first weeks, and nurture compounds over months.
Do you write the emails, or do we?
We do the strategy, the copy, and the build, and you approve everything before it goes live. If you want to write some yourself, we will structure the flows around that.
What happens when the setup is done? Are we locked into a retainer?
No retainer lock-in, and the documented system stays yours either way. Some clients run it themselves, and others stay for testing and new flows.
Can this connect to our other tools booking, invoicing, our website, ads?
Almost always, natively or through Zapier or Make. We map it in the week-1 audit and flag anything incompatible before you commit.
Is this GDPR / privacy compliant?
We build consent-first, with real opt-ins, unsubscribe handling, and sensible retention. We are not your lawyers, and we will not treat consent as an obstacle.
The leak doesn't pause while you think about it.
Leads sit unanswered, not-yet buyers drift, and past customers go quiet. That is the default, and the free brief names where replies stall, what it is costing, and which flow to build first.
- Free
- Plain English
- Yours to keep
- Worst case, you fix the leak yourself with our map
The rest of the system
This service is stage 3 of 4.
Follow-up multiplies whatever the other stages send it. When this is running, the next question is how to put more in the top.
Follow Up
Get Found
SEO & AI Search Optimization
Get Found is how buyers reach you in search and in AI answers, before follow-up has anything to catch.
See the serviceGet Chosen
Content & LinkedIn
Content and LinkedIn give the right buyer a reason to trust you before they enquire.
See the serviceGet Chosen
B2B Lead Generation
Outreach is how you start conversations this quarter, alongside search.
See the service