Lever 04 · Fill the Pipeline

Follow up with every lead, every time.

Leads are expensive to win and easy to lose. Marketing automation makes sure every enquiry gets a fast response, relevant follow-up and a clean handover to sales, without relying on someone remembering. We design and build the workflows in your CRM, email and WhatsApp.

Talk to a Growth Architect All revenue services

The problem

Leads are won, then lost through silence

Slow first response.

Enquiries arriving after hours or during busy periods wait too long for a reply, and buyers contact the next supplier in the meantime.

Not ready means forgotten.

Prospects who are interested but not ready to buy receive no further contact, so they return months later having chosen someone else.

CRM data nobody trusts.

Duplicate contacts, missing fields and inconsistent stages make segmentation impossible and leave reports unreliable for planning or forecasting.

Customers never hear back.

After the first purchase there is no structured follow-up for reviews, renewals, referrals or reorders, so existing customers are left untapped.

How we work

Map the journey, then automate it

Step 1

Map

We trace every path a lead or customer takes, from first enquiry to repeat purchase, and mark where contact drops or delays occur.

Step 2

Clean

We tidy CRM data, fields, lifecycle stages and consent records, so automation acts on accurate information and reporting can be trusted.

Step 3

Build

We build triggered workflows for response, nurture, scoring, handover and retention across email and WhatsApp, tested before they go live.

Step 4

Tune

We review open, reply and conversion data each month, adjust content and timing, and add new workflows where gaps appear.

What you get

Automations that run without reminders

Lifecycle journey map

A visual map of each stage from enquiry to repeat customer, with the trigger, message and owner defined for every step.

CRM clean-up and structure

Deduplicated contacts, standardised fields, clear lifecycle stages and consent tracking, documented so your team keeps the data clean.

Instant response workflows

Automatic acknowledgements and routing for every enquiry channel, so buyers hear back promptly and the right person is alerted.

Nurture sequences

Email and WhatsApp sequences for prospects not yet ready to buy, with content matched to their interest and buying stage.

Lead scoring and handover

Rules that score engagement and fit, then hand sales-ready leads to the right salesperson with full history and a follow-up task.

Retention and referral flows

Post-purchase sequences for onboarding, reviews, renewals, reorders and referrals, deployed through ReEngage20 from Focus20 Labs where it fits.

What we measure

Judged by the numbers, not the activity.

We take a baseline in Review week, agree targets in writing and report against them every month.

Time to first response

Nurture-to-opportunity conversion

Repeat purchase rate

CRM data completeness

You are a good fit if

Leads wait hours or days for a first reply from your team.

You hold a large contact database that receives almost no regular communication.

Your business runs a CRM but your team does not trust its data.

FAQ

Questions leaders ask us.

Do we need a new CRM?

Not usually. We start with the CRM you already have and assess whether it can support the workflows you need. If it cannot, we set out the options, costs and migration effort so you can decide. Changing systems is a last resort, not a starting point.

Can you automate WhatsApp messages?

Yes, through official WhatsApp Business channels and within WhatsApp's messaging policies. Where it fits, we deploy ReEngage20, a Focus20 Labs platform for email and WhatsApp automation, and configure it with your templates, segments and consent rules so messages stay relevant and compliant.

Will automation make us sound robotic?

Not if it is designed well. Automation handles timing and routing, while messages are written in your voice and personalised with real context. Conversations that need judgement are routed to people. Every message and workflow is reviewed by your team before it goes live.

How do you prevent errors in automated messages?

Every workflow is tested with sample records before launch, every send is logged and changes go through an agreed approval step. We monitor bounce, opt-out and error reports, and pause any workflow that behaves unexpectedly while we investigate the cause.

Keep exploring

Services that work alongside this one.

Lever 04 · Fill the PipelineLead Generation

Many established businesses still rely on referrals and the founder's network.

Explore Lever 04 · Fill the PipelineDigital Marketing

Paid search, social and display can bring buyers quickly, or burn budget quietly.

Explore Lever 02 · Get ChosenWebsite Design & Development

For most established businesses, the website is the first serious check a buyer makes.

Explore

Start with a free Revenue Review.

One week, no charge. We find where your revenue leaks and show you whether Marketing Automation is the right first move, with us or without us.

Talk to a Growth Architect