Your CRM already costs money. Make it work for you too.
Most CRMs run at 20% of their capacity: an expensive contact book. I design the whole system — workflows, scoring, alerts — so every lead gets followed up without anyone having to remember to do it.
I work in Spanish, English and Chinese.
B2B or B2C companies with a steady flow of leads (50+ a month) that already have or are choosing a CRM (Zoho, HubSpot, ActiveCampaign) but haven't set it up to automate follow-up.
- Audit of your current CRM
- Lead journey mapping
- Marketing automation workflow design (nurturing, scoring, sales alerts)
- Technical CRM setup on the platform
- Documentation and training for your in-house team
It's not lead generation (that's what the Growth service is for). It's not custom software development outside the CRM platform. And it's not for companies without a defined sales process — automating a process that doesn't exist just automates chaos faster.
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01
Diagnosis
1–2 weeks.
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02
System design
Workflows, scoring and alerts mapped to the lead's real journey.
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03
Implementation
Hands-on technical setup directly in the platform.
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04
Documented handoff
Your team runs the system on its own — this isn't a monthly dependency disguised as a project.
Lead response time, percentage of leads that get automated follow-up, and hours of manual work eliminated.