Starter
For businesses laying the foundations.
$3,000 one-time
- CRM setup
- Pipeline and properties
- Form integration
- Training
Growth
A CRM your sales and marketing teams actually use.
HubSpot, Salesforce and Pipedrive setup, lead scoring, nurture workflows and integrations.
Overview
Growth stalls when leads fall through the cracks. We design your lifecycle stages, implement or clean up your CRM, build lead scoring and nurture workflows, and connect your website, ads and email platforms so every lead is tracked from first touch to closed deal.
We document everything and train your team.
Marketing Automation & CRM Setup
Problems we solve
Leads live in spreadsheets and inboxes
Marketing and sales disagree on what a qualified lead is
No visibility of the full funnel
Your CRM is cluttered and nobody trusts it
What's included
- Lifecycle and pipeline design
- CRM implementation or clean-up
- Lead scoring and routing
- Nurture workflows
- Integrations with forms, ads and email
- Documentation and training
Tools and platforms
How it works
Diagnose
We map your funnel end to end and find the biggest constraints on growth.
Design
A growth plan with experiments, systems and the metrics that prove success.
Implement
We build the programmes, automations and integrations — and document them.
Iterate
Weekly experiments and monthly reviews focused on pipeline and revenue.
Packages and pricing
Prices exclude taxes and third-party costs such as ad spend, which are billed at cost.
Growth
Most popular
Our most chosen plan for steady, compounding growth.
$8,000 one-time
- Everything in Starter
- Lead scoring
- 5 nurture workflows
- Ad and email integrations
Scale
For ambitious teams that need senior strategy and more output.
Custom quote
- Complex migrations
- Custom objects
- Revenue attribution
- Ongoing admin
Frequently asked questions
Can you migrate us from another CRM?
Yes. We plan data mapping, clean-up and migration to minimise disruption.
Related services
Email Marketing & Automation
Emails people open — and automations that sell while you sleep.
From $900 / month
Lead Generation
A predictable pipeline of qualified leads.
From $2,000 / month
Start a conversation
Let's talk about Marketing Automation & CRM Setup
Tell us where you are today and where you want to be. A senior strategist will give you an honest view of what is possible, and what it would take.
- A senior strategist, not a sales script
- An honest read on what is and is not working
- A clear next step, whether or not you hire us