Workflow automation
Multichannel lead capture
Leads from forms, ads, WhatsApp and email go straight into your CRM, de-duplicated, tagged by source and assigned to the right person.
Solutions
Your team should spend its time on ideas and clients, not on exporting lists, copying leads between tools and building the same report every Monday. We automate the repetitive side of marketing so campaigns run consistently and every lead is followed up.

Example workflow
Typical challenges
Website forms, Meta and LinkedIn ads, WhatsApp, email and events. Collecting them by hand means delays and lost contacts.
Numbers live in Google Ads, Meta, your CRM and spreadsheets. Someone rebuilds the same report by hand every week or month.
Briefs, drafts and approvals move through email and chat threads, so deadlines slip and nobody sees the status.
Follow-up emails and messages depend on someone remembering to send them, so many prospects go cold.
What we build
Every project is tailored. These are typical examples of what we build in this area.
Workflow automation
Leads from forms, ads, WhatsApp and email go straight into your CRM, de-duplicated, tagged by source and assigned to the right person.
AI agent
An AI agent researches each new lead, adds company details and scores fit against your ideal client profile.
Workflow automation
Personalised email and WhatsApp sequences that start on the right trigger and stop when the prospect replies or books a call.
AI agent
An agent turns briefs into first drafts for posts, newsletters and landing pages in your brand voice, ready for human review.
Workflow automation
Data from ad platforms, analytics and CRM is combined into one dashboard or a scheduled summary in your inbox.
Workflow automation
Briefs, deadlines and approval steps tracked automatically, with reminders sent to the right people at the right time.
Expected benefits
Every enquiry is captured, recorded and followed up, whatever channel it came from.
Your team stops copying data and building reports by hand.
Consistent, up-to-date reporting across channels supports better budget decisions.
Nurturing and follow-ups happen on time, every time, in your voice.
Integrations
We work with the software you already use. These are some of the most common.
See all technologiesEvery project starts with a free discovery call, followed by a Systems Audit and a clear Improvement Blueprint before anything is built.
See how we workNot if it is set up properly. We configure the agent with your tone of voice, examples and rules, and a person on your team always reviews content before it is published.
Yes. We start from the tools you already use, such as HubSpot, Mailchimp, Meta and Google Ads, and connect them. Replacing software is rarely necessary.
Yes. Using the WhatsApp Business API, we can automate opt-in follow-ups, reminders and lead routing in line with WhatsApp's policies.

Book a free discovery call, at your office or online. In 30–45 minutes we identify the process with the biggest automation potential in your business, with no commitment.