Marketing Automation & CRM · UK

Stop Losing
Good Leads.

Give every enquiry a clear owner, status and next step. We help marketing teams connect forms, CRM records and follow-up, with the workflow and integrations agreed before implementation.

Book Free Strategy Call → See How It Works
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Revenue leaking at every stage
 
100Leads in
12Closed
12%Close rate
↑ Illustrative workflow and figures. Toggle to explore; these are not client results or a forecast.

The Problem

Check the journey
after the enquiry.

Most businesses pump more money into ads when results plateau. One possible leak is further down — in what happens after a lead comes in. Slow response, no follow-up sequence, unclear ownership, no visibility over where deals are stalling.

Slow responses and unclear ownership can leave useful enquiries unanswered. We review your actual response times and handovers before recommending automation.

⏱
Slow response time — leads go cold before anyone picks up the phone
🔇
No follow-up sequence — one call or email, then silence
❓
No pipeline visibility — nobody knows where opportunities are stalling
🔀
Unclear ownership — leads fall through the cracks between team members
Revenue Leak Calculator
See what poor follow-up is costing you
Monthly leads50
Average job / sale value£800
Your current close rate20%
 
£6,400Modelled monthly
value gap
£4,800Example recovery
assumption
£8,000Modelled current
enquiry value
£12,800Modelled value
with recovery
Planning assumptions: this model assumes a 35% opportunity gap and 68% recovery. These are illustrative assumptions, not measured losses, expected revenue or promised recovery.
What We Build

Six parts of
clearer follow-up.

We don't just set up a CRM and walk away. We design and build the full operational infrastructure that makes sure every lead is contacted, tracked, nurtured, and closed — or disqualified cleanly.

01

Lead Routing & Assignment

Every new enquiry is automatically tagged, scored by source and intent, and assigned to the right person using rules and response targets agreed with your team. No more "I thought you were handling it."

Instant notification to the assigned owner
Source-based routing (Google vs Meta vs referral)
Escalation rules for unactioned leads
02

Instant Response Sequences

Where agreed, a receipt message confirms a successfully stored enquiry and explains what happens next. Human follow-up, delivery checks and failure handling remain part of the process.

Personalised to the service enquired about
SMS + email triggered simultaneously
Includes booking link or next step CTA
03

Multi-Touch Nurture Flows

Not every lead converts on first contact. We build multi-step follow-up sequences — email, SMS, and task reminders — that stay relevant and persistent without being annoying.

5–7 touch sequences over 2–3 weeks
Behaviour-triggered (opened email, clicked link)
Auto-stops when lead replies or books
04

Pipeline & Stage Management

A clear, visual pipeline with defined stages — so you always know exactly how many leads are at each point, where they're stalling, and what action is needed to move them forward.

Custom pipeline stages for your sales process
Automatic stage movement on key actions
Stall alerts when deals go quiet
05

Post-Sale & Review Automation

The relationship doesn't end at the sale. We set up post-job sequences that request reviews, ask for referrals, and keep past clients warm for repeat business — all automatically.

Google review request sent at the right moment
Referral ask to satisfied customers
Re-engagement for seasonal or repeat services
06

Reporting & Visibility

Dashboards refreshed on an agreed schedule showing lead volume by source, conversion rate by stage, response time, and revenue in pipeline — so you know what's working and where to focus.

Lead source attribution connected to revenue
Weekly performance digest sent automatically
Bottleneck identification by pipeline stage
Example Automation Flows

See exactly what happens
when a lead comes in.

Every business is different, but these are the most common automation flows we build. Click a scenario to see the full sequence.

 
 
How It Works

Map, build and test.
Hand over a usable system.

We map, build, test, and hand over a working system — not a tool login and a set of instructions you have to figure out yourself.

STEP 01🗺

Discovery & Mapping

We map your entire lead journey — every source, every touchpoint, every place a lead can go cold. We identify the biggest leaks before writing a single automation rule.

  • Current lead flow documented
  • Drop-off points identified
  • Tool stack reviewed
  • Pipeline stages agreed
STEP 02🔧

CRM Setup & Configuration

We configure your CRM (or recommend and set up the right one) — pipelines, stages, properties, user roles, integrations, and all tracking connections.

  • CRM built or cleaned up
  • Forms and capture points connected
  • Integrations tested end-to-end
  • Team access and roles set up
STEP 03⚡

Automation Build & Test

Automation sequences are checked with labelled test data and refined before launch. Nothing ships until every trigger, condition, and action works exactly as designed.

  • All sequences built and tested
  • Edge cases handled
  • Email/SMS deliverability checked
  • Signed off before launch
STEP 04📊

Handover & Optimise

We hand over a system you can actually use, with clear documentation and an agreed review to catch anything that needs adjusting once real leads flow through it.

  • Full walkthrough for your team
  • Documentation provided
  • Review timing agreed in scope
  • Ongoing support available
Works Well With

CRM makes every
other channel more valuable.

Automation doesn't generate leads — it makes sure the leads you're already getting from other channels don't go to waste. These are the services our automation clients most commonly combine it with.

"Doubling ad spend when your follow-up is broken just means losing leads faster. Fix the pipeline first — then scaling actually works."

— EKN Marketing · Growth Framework
🎯
Drive the leads

Google Ads

Google Ads sends high-intent traffic straight to a form. Without automation, a large percentage of those paid leads go unanswered or cold. CRM makes every click worth more.

Why they work together: Every lead from a Google campaign is instantly routed, responded to, and followed up — so your ad spend converts into revenue, not just enquiries.
View Google Ads →
📧
Nurture the pipeline

Email Marketing

CRM tells you where each lead is in the pipeline. Email Marketing delivers the right message at the right stage — keeping warm prospects engaged until they're ready to buy.

Why they work together: CRM provides the logic; email provides the content. Together they turn a single enquiry into a multi-touch journey that closes more deals.
Ask About Email →
📣
Feed the funnel

Meta Ads

Meta generates high volumes of top-of-funnel leads that need more nurturing than search intent leads. A CRM with proper sequences turns Meta's volume into actual revenue.

Why they work together: Meta leads are often early-stage. CRM automation qualifies them, nurtures them over time, and surfaces the ones that are ready to buy.
View Meta Ads →
Is It Right For You?

Automation works brilliantly
for the right business.

We'll always give you an honest answer. Here's who consistently gets the biggest return — and who might need something else first.

✓ A great fit if…

✅You're already generating leads but your close rate feels lower than it should be
✅Your team is reactive — responding to enquiries when they have time rather than immediately
✅You have no visibility over where leads are in the pipeline at any given moment
✅You're running paid ads and want to make sure every lead gets a fast, consistent response
✅You want to grow your team without proportionally growing your admin overhead

✗ Think carefully if…

⚠️You're not generating any leads yet — automation optimises a pipeline, it doesn't create one
⚠️Your sales process is entirely relationship-based with no digital touchpoints to automate
⚠️You have fewer than 10 leads per month — manual follow-up is still manageable at low volume
⚠️Your team won't adopt or engage with a CRM — without buy-in, even the best setup fails

Not sure where you sit? Book a free 20-minute call. We'll map your current lead journey and show you exactly where the leaks are — and whether automation is the right first move for your business.

Get an Honest Answer →
1 Map the
lead journey
2 Assign owners
and stages
3 Test receipt
and routing
4 Review follow-up
and outcomes
Get Started

Stop losing leads you've
already paid for.

Book a free 30-minute strategy call. We'll map your current lead journey, show you exactly where revenue is leaking, and give you a clear plan to fix it — with or without us.

Book Your Free Pipeline Audit → Email EKN
Terms agreed before work startsTimeline agreed in scopeIntegrations checked firstScoped quote