CRM Management & Email – Nurture, Qualify, Convert

Seamless CRM integration and email journeys that turn leads into loyal customers.

Convert

Empowering
Businesses:

Deliverables

What makes up this service

Email Design and Creation

Beautiful, on-brand emails that get opened, read, and clicked. (No more “just checking in” snooze-fests.)

Always on email journeys

Automated, personalised email sequences that nurture leads 24/7. You brand name always crosses their view.

Lead Qualification & Management

Establishing and refining lead qualification and scoring frameworks to improve sales pipeline efficiency.

CRM Integration and Set Up

We connect your website and marketing stack to the right CRM, so every lead is tracked and nothing gets lost.

Technical

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Our Services

Why CRM Management & Email Matters

Ever feel like leads are slipping through the cracks? With the right CRM setup and smart email journeys, you’ll capture, nurture, and convert more prospects. All without lifting a finger (well, almost ... it is automated though).

Our Approach

CRM Integration and Set Up: We connect your website and marketing stack to the right CRM, so every lead is tracked and nothing gets lost.
Lead Qualification & Management: We establish and refine lead qualification and scoring frameworks to improve your sales pipeline efficiency. Only the best leads make it through.
Always-on Email Journeys: Automated, personalised email sequences that nurture leads 24/7. Keep your brand top of mind!
Email Design and Creation: Beautiful, on-brand emails that get opened, read, and clicked.

How We Work

Integrate: We set up your CRM and connect all the dots.
Automate: We build email journeys and lead scoring that run on autopilot.
Optimise: We monitor, test, and improve to ensure your pipeline keeps getting stronger.

Ready to get started?

Reach out to us today and let's discover how we can help you.

Other Services

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Our Services

End-to-end paid campaigns that drive traffic, convert leads, and make your ad budget work harder. Watch as your ROAS grows.

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Our Services

Strategic content and SEO to boost your Google rankings and build real authority.

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Our Services

Management, Support & Reporting

Make sure your marketing doesn't stand still.

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Our Services

Website Design & Development

Modern, scalable, and conversion-focused websites. They're built for growth and to look great.

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Our Services

Tech & Tracking

Sophisticated setups for data, security, and automation. Data is a commodity now - ensure yours and your customers data is safe.

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Our Services

Funnel Management

Don't let your leads fall through the gapa. Complete funnel construction, design, and optimisation.

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Our Services

Strategy & Consulting

Big-picture thinking, sharp analysis, and a dash of confidence. Your business, but more tech (and smarter). We'll boost your ROI and ROAS.

Linked Tools

Linked Case Studies

The Therapy Lounge homepage

Strategic ad creation and ideation process

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November 10, 2025

The Therapy Lounge: Profitable Lead Generation

Delivering 3x ROAS through strategic Google Ads management and complex Meta retargeting funnels with custom therapy ad workarounds

Comprehensive hearing aid landing page system

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October 28, 2025

Hear Me London: Complete Digital Transformation

End-to-end audiology practice digitalisation delivering custom booking system, paid advertising campaigns, and comprehensive tracking infrastructure

Frequently Asked Questions

Curious about CRMs, lead scoring, or email automation? Ask away.

How do I know if my business needs funnel management?

If you’re generating leads but not seeing enough conversions, or if you’re unsure where prospects are dropping off, you likely need funnel management. Businesses of all sizes benefit from a well-structured funnel that guides users from first click to final sale. We’ll audit your current process and recommend improvements tailored to your goals.

How do you build and launch a marketing funnel?

We start by mapping your customer journey and identifying every touchpoint. Then, we design and build each stage of the funnel, from landing pages to email sequences. Once built, we launch the funnel, monitor performance, and make adjustments to maximise conversions. Our process is collaborative, transparent, and tailored to your business goals.

How do you optimise a funnel for better results?

Optimisation is ongoing. We monitor every stage of your funnel, test different messages and creative, and use data to refine the user journey. This includes A/B testing, updating landing pages, adjusting ad targeting, and refreshing email sequences. Our goal is to increase conversion rates and reduce drop-offs, so you get more value from every lead.

What is CRM management and why is it important?

CRM (Customer Relationship Management) management is the process of organising, tracking, and nurturing your customer relationships using specialised software.

It’s important because it helps you keep all your customer data in one place, automate follow-ups, and ensure no lead or client falls through the cracks. We set up and manage CRM systems so you can focus on building lasting, profitable relationships.

How do I know if my business needs a CRM system?

If you’re struggling to keep track of leads, missing follow-ups, or using spreadsheets to manage customer data, it’s time for a CRM. Even small businesses benefit from a CRM system, as it streamlines communication, improves sales processes, and provides valuable insights. We’ll help you choose and implement the right CRM for your needs.

What are the benefits of integrating email with my CRM?

Integrating email with your CRM allows you to automate personalised email journeys, track engagement, and nurture leads more effectively. It ensures every communication is logged, so you have a complete view of each customer’s journey. This leads to higher conversion rates and stronger customer loyalty.

How do you set up and customise a CRM for my business?

We start by understanding your sales process, customer journey, and business goals. Then, we configure the CRM to match your workflow, set up automations, and integrate it with your website and marketing tools. Every business (in our opinion) needs a source of truth and we think your CRM should be yours.

Training and support are included, so your team can hit the ground running.

What types of email journeys can you automate with CRM management?

Some CRMs allow youto automate emails, others require you to use a separate email platform. With the CRMs we recommend, you can automate welcome emails, lead nurturing sequences, follow-ups, re-engagement campaigns, and more.

Automated journeys ensure timely, relevant communication with your audience, increasing engagement and conversions.

How do you ensure data security and compliance in CRM management?

We use secure, GDPR-compliant CRM platforms and implement best practices for data protection. This includes access controls, encryption, and regular audits. We also help you set up consent management and privacy policies, so your business stays compliant and your customers’ data is safe.

What CRM platforms do you recommend and why?

We work with leading CRM platforms like HubSpot, Salesforce, Klaviyo, and ActiveCampaign. The best choice depends on your business size, goals, and budget. We’ll recommend the platform that integrates seamlessly with your existing tools and supports your growth.

It's vital that the forms you use are flexible and that data can pass seamlessly between forms and your CRM, if that works, then we can tell you exactly where you leads have come from.

Let's talk about your next project