Gareth Wray 07451 260050 Book a free call
Service 06 of 06 · CRM and automation

CRM implementation for small businesses.

CRM implementation for small businesses where leads still live in inboxes, spreadsheets and memory. I set up the CRM and the marketing automation so every lead gets followed up.

Book your free 15-minute call See plans and prices

Free, 15 minutes, no pitch. I’ll search your business before we speak.

Definitely give Gareth a try if you’re looking for a full stack marketer. Rich, Rich and Niche Academy · see the video reviews
  • From £995a month, cancel any month
  • 1–2 daysfor a quick job
  • 12 yearsin sales first
Illustration of an enquiry flowing automatically from email to CRM to a booked calendar slot
Sound familiar?

Signs your CRM is losing you deals.

Leads sit in inboxes and spreadsheets. Follow-up depends on memory. A CRM only helps if it’s set up around how you actually sell. I’ll tidy what you’ve got, or set up something simple, then automate the reminders and follow-ups so nothing slips.

01

Leads live everywhere.

Inbox, WhatsApp, a spreadsheet and someone’s notebook.

02

Nobody trusts the data.

Duplicates, missing fields, deals marked “open” from two years ago.

03

Follow-up slips.

No reminders, no sequences, so warm leads go cold.

What you can ask for

CRM implementation and marketing automation services: the menu.

Each of these is one request. Add it to your board, put it in order, and I'll do it when it reaches the top.

All included on Growth Desk and Partner. Foundations covers quick and standard jobs; big builds are quoted separately.

Compare the three plans

  1. CRM tidy-up

    1–2 days

    One area cleaned: duplicates, fields, stages or owners.

  2. Tracking fix

    1–2 days

    One event set up and tested: form, booking, call click or purchase.

  3. Pipeline setup

    3–7 days

    Stages, fields and automations for one pipeline in your CRM.

  4. Nurture sequence

    3–7 days

    Four to six emails with tags and automation, for prospects who said “not now”.

  5. CRM build or move

    7+ days

    Pipelines, fields, automations and data import, with a short guide for your team.

What done looks like

What a working CRM looks like.

These are the four things I build towards and check every month. If one of them isn't true yet, that's where the next request goes, so you always know what has changed and why.

  • 01Every enquiry lands in one place
  • 02Stages that match how you sell
  • 03Automatic reminders and follow-ups
  • 04A weekly view of the pipeline you trust
Proof

CRM implementation, done before.

Sign-ups flowing into a GoHighLevel pipeline with automated follow-up emails, for a coaching business. See all work

Aspire 1 Coaching landing page, ebook and follow-up pages
Funnel · CRM · Paid project · 2024

Aspire 1 Coaching

A landing page, an ebook lead magnet, a GoHighLevel pipeline and automated follow-up emails, joined up as one funnel for a coaching business.

Before
No way to capture leads online
After
Working funnel

No lead count published. The business has since become a gym.

Want results like these? Start with a free 15-minute call. No pitch.

Book your free 15-minute call See plans and prices
Go deeper
Questions

CRM and marketing automation questions, answered.

Something else? Email [email protected] or call 07451 260050.

Free guide B2B lead generation when you are the sales team

Which CRMs do you work with?

HubSpot and GoHighLevel most often, and each has its own page on this site. If you’re on something else, tell me on the call and I’ll say honestly whether I can help.

Can you move us from spreadsheets?

Yes. That’s a CRM build, usually a big build: clean the data, import it, set up the stages and show your team how to use it.

Will you need logins?

No passwords. I’ll ask you to invite me as a user with only the permissions the job needs, and you can remove me whenever you like.

Written by Gareth Wray (G.), marketing consultant in Ipswich with 12 years in sales. Last updated .

Sources and further readingHubSpot pricingGoHighLevel pricingICO: direct marketing and PECR

The other five
Free · 15 minutes · No pitch

Stop leads going cold this month.

Pick a time. I'll search you the way your buyers do before we speak, and tell you what I find. If I can help, I'll say which plan and why. If I can't, I'll say that too.

Prefer to write or call? [email protected] · 07451 260050 · or run the six-minute search check.