Client & CRM Management
No lead, renewal or follow-up falls through the cracks.We keep your CRM accurate, follow up with leads and customers on schedule, and run onboarding and renewal routines, so your clients feel looked after even when you are on a job site.
What we handle
Lead follow-up
New enquiries answered fast and followed up on a set cadence until they book or say no.
CRM hygiene
Duplicates merged, fields completed, stages updated and notes logged after every touch.
Client onboarding
Welcome emails, intake forms, document requests and kickoff scheduling.
Renewals & upsells
Reminders and outreach ahead of contract or service renewal dates.
Appointment scheduling
Bookings, confirmations, reschedules and reminders to cut no-shows.
Pipeline reporting
A simple weekly view of leads, conversions and stalled deals.
How we work
A clear, repeatable process, so you always know what happens next and why.
- 01
Discovery call
A free 30-minute call to understand how the work runs today, who touches it and where it gets stuck.
- 02
Process map
We write the workflow down step by step, with owners, tools, approvals and exceptions. This becomes your SOP.
- 03
Two-week pilot
We run a small slice of the real work with you watching, so you see quality before committing.
- 04
Run
We take over the day-to-day inside your own tools, with a named point of contact and agreed turnaround times.
- 05
Report & improve
A short weekly summary of what was done, what is pending and what we would change.
A typical scenario
Figures are illustrative, based on typical scenarios. Your numbers will differ.
A property management company gets 60 rental enquiries a month across email, web forms and phone messages. Responses take a day or more and many are never followed up.
We respond within agreed hours using approved templates, log every lead in the CRM, schedule showings and nudge anyone who goes quiet. The manager sees which leads are real and which need a call.
This is an illustrative scenario. Response times and conversion depend on your market and offering.
What we don't do.
Clear boundaries make a good working relationship. These are the lines we hold, so you always know what you are getting.
Close deals for you
We qualify and schedule. Pricing, negotiation and signing stay with you or your sales lead.
Buy or scrape lead lists
We work with your own contacts and inbound enquiries, and follow US email rules such as CAN-SPAM.
Spam your customers
Cadences are agreed with you and kept respectful.
Questions, answered.
Which CRMs do you support?
Can you answer calls?
Will it sound like us?
Let’s take client & crm management off your plate.
Book a free discovery call. We will look at how you do this today and tell you honestly whether and how we can help.