Sales Funnels & Business Systems
Systems that keep every enquiry moving towards a sale.
Growth does not scale on memory and spreadsheets. I design the sales funnel, CRM and workflows that turn more of your enquiries into customers and give you a clear view of the pipeline.
Sales funnels
From first click to booked job.
Designed around the action you want a prospect to take, with tracking so you see what works. Quoted to a defined scope.
- Sales funnel planning and design
- Landing pages built to convert
- Lead capture and online forms
- Booking and appointment integrations
- Conversion tracking and analytics
- Follow-up sequences
- Conversion improvements to an existing funnel
CRM and automation
Never lose an enquiry or a quotation again.
Established software is used wherever it meets your needs. I do not build custom software unnecessarily. Tailored proposal.
- CRM configuration and integration
- Lead management
- Automatic enquiry notifications
- Sales follow-up workflows
- Quotation tracking
- Client onboarding
- Appointment and booking automations
- Reporting dashboards
- Operational workflow improvements
Lead generation
Power the funnel when you are ready.
Once the funnel and follow-up work, advertising and acquisition campaigns feed it. These are quoted alongside the funnel, not sold as a separate package. Advertising spend is paid by you to the platform. I do not guarantee lead volumes, revenue or return on spend.
- Customer acquisition strategy
- Paid search and social campaigns, agreed during discovery
- Conversion tracking and lead capture
- Campaign reporting and optimisation
Custom platforms
When nothing off the shelf fits.
Individually scoped and quoted.
- Client portals
- Internal business dashboards
- Booking and management platforms
- Sales and operations systems
- Custom workflow applications
- CRM extensions
- Bespoke reporting systems
How projects run
Clear stages, clear responsibilities.
- 01
Discovery
We agree the problem, who uses the system and what success looks like.
- 02
Specification
A written scope and specification, so the price and the outcome are clear before work starts.
- 03
Build and testing
The work is built in stages and tested against the specification.
- 04
Training and handover
Your team is trained and you receive documentation and access to everything.
- 05
After launch
Hosting responsibility, maintenance and support are agreed in writing, along with any third-party costs.
Build work is delivered with specialist support where the project needs it. I agree who does what, and who is responsible for hosting and maintenance, before work starts.
Questions
Do you build custom software for everything?
No. I use established software wherever it meets your needs, and build custom only where nothing suitable exists. That keeps cost and risk down.
How is a project priced?
Every project is quoted after discovery, against a written scope that sets the stages, integrations and features. You agree the price before work starts.
Do you guarantee leads or a return on advertising?
No. I plan, track and report honestly, and I do not promise lead volumes, revenue or a return on advertising spend.
What costs sit outside the project fee?
Third-party software subscriptions, hosting and advertising spend are paid by you. I list them in the proposal so there are no surprises.
Who owns the finished work?
This is set out in the proposal. The aim is that you have access to and control of your own funnel, data and accounts.
Need a funnel or system behind your growth?
Tell me what you need through the short diagnostic and I will suggest a sensible first step.