WHAT I SET UP
• CRM setup: pipeline stages, contact fields, tags and views built around how you actually sell
• Lead capture: landing pages, forms and WhatsApp or email enquiry buttons that feed straight into your CRM
• Automated follow-up: instant confirmation messages, reminders and follow-up sequences
• Workflow automation: your tools talk to each other, so a new enquiry becomes a contact, a notification and a task on its own
• Lead tracking: a simple view of where your leads come from and where they drop off
• Handover: clear documentation and a short walkthrough so you can run it yourself