A single place for every contact
Every lead at their stage, and none goes cold.
The CRM shows where each contact is and what to do next. Automations handle the follow-up, so sales can talk to those who are ready.
Brands and teams I’ve worked with
Does any of this sound familiar?
01
Contacts live in spreadsheets
Each salesperson has their own list, and no one knows the status of each opportunity.
02
The newsletter goes out, but doesn’t sell
The same content is sent to everyone, and no one measures which email leads to a sales meeting.
03
Leads go cold
Someone requests information, and days go by before a person responds. Sometimes, no one does.
Every contact is at a different stage
Email and CRM are used to communicate with each person based on their stage, not to send the same message to everyone.
- Subscriber They have given you their email. They haven’t requested anything yet.
- Lead They have shown interest: downloaded something or asked a question.
- Qualified lead They fit your ideal customer profile and have shown intent. It’s time to pass them to sales.
- Opportunity There is an open sales conversation and a potential deal at stake.
- Customer They have signed. Now it’s time to renew and upsell.
- Referrer They recommend you. The channel you don’t pay for.
Just got to know you
Renews and recommends you
What’s included
FIRST, ORDER
A single place for every client
Contacts, companies, and opportunities in the CRM, with clean data connected to your website and forms. Without that, automation has nothing to work with.
CRM Implementation
Configuration, contact import, sales stages, and permissions, in the tool that best fits your team.
Integrations
Website, webinars, LinkedIn forms, ads, and CRM connected, so each lead arrives automatically with its source.
Pipeline and forecasting
Which channel brings opportunities, how long each takes to close, and what is expected to be billed.
Automations
Welcome, lead nurturing, alerts to sales when a lead heats up, and customer reactivation: emails that send automatically at the right moment.
A newsletter that gets read
Segments, subjects, and content that your contacts want to open, measured by the meetings and opportunities they generate, not just by opens.
WITH AI
AI for better writing and segmentation
I use AI to draft variations, clean data, and find patterns in your customers. Everything sent is always reviewed by a person.
The First 90 Days
First order, then automate. You always know what I’m doing and why.
Month 1
Month 2
Month 3
Data audit
CRM and sales stages
Integrations
Automations and newsletter
Weeks 1–2. I review your contacts, tools, forms, and emails, and provide you with written priorities.
Weeks 3–4. CRM configured, clean contacts, and sales stages and qualified lead criteria agreed upon with your sales team.
From month 2. Integrations, initial automations, and a newsletter with sales metrics.
Many sales are already in your database.
Before paying for new contacts, it’s worth leveraging those who already know you.
Choose how we work together
Audit
I review your CRM, your data, and your emails. You receive a prioritized plan to organize and automate.
To start off right
Implementation
Configured CRM, integrations, and initial automations, as a closed project.
Monthly
Newsletter, automations, and continuous improvements, with a monthly report on what sells.
How we get started
1
A 30-minute call
You tell me where you are. I’ll honestly tell you if I can help.
2
A tailored proposal
What I’ll do, in what timeframe, and how we’ll measure the results.
3
First measurable results
We start with what shows results quickly, with a report to prove it.
Frequently Asked Questions
Which CRM do you recommend?
It depends on your team, how you sell, and what you’re already using. First, we look at your sales process and then choose the tool, not the other way around.
What is an MQL and an SQL?
An MQL is a lead that marketing qualifies based on their profile and interest. An SQL is one that sales accepts to work on. Agreeing on these criteria between both teams prevents passing contacts to sales that are unlikely to buy.
Do I need a newsletter if I already have social media?
Social media platforms own the channels; your contact list is yours. An algorithm change doesn’t take away your access to your subscribers.
What about data protection?
Email and CRM work with personal data, so consent and legal basis are reviewed from the start. For specific legal questions, it’s best to consult a data protection specialist.
How long until I see results?
Order in the data and quick responses to leads are noticeable within weeks. Automations improve as they accumulate data and adjust.