Leads go cold when follow-up is slow. We connect your website forms, ads and inboxes to a CRM or spreadsheet, send an instant reply to every new lead, assign it to the right person and schedule follow-ups until the lead books or says no.
What is included
- Forms, Meta lead ads and email enquiries connected in one place
- Instant personalised replies to new leads
- Lead assignment and alerts for your team
- Follow-up sequences by email, SMS or WhatsApp
- Simple dashboard of leads by source and status
Who it is for
Businesses that get leads from several places and lose track of them, including agencies, home service companies, real estate and education businesses.
How we deliver
We use tools such as HubSpot, Zoho, Google Sheets, Make, Zapier or n8n, depending on what you already have and your budget. You get documentation so your team can manage it.
Why choose Audit & Rank
- We start with one workflow and measure the hours it saves
- Automations run in your own accounts, so you keep control of data
- Customer-facing AI is limited to answers you approve
- Every workflow is documented so it does not depend on us
How it works
- We list your repetitive tasks and choose the one that costs the most time.
- We map the workflow and agree what the automation will and will not do.
- We build, test and document it with the tools you already use.
- We monitor results for the first weeks and plan the next automation.
Pricing and timeline
Every Lead Follow-up and CRM Automation project is priced after a free check of your website, account or goals, so you only pay for work that makes sense for your business. You get the scope, timeline and fixed price in writing before anything begins, and most projects start within a few working days of approval.
Frequently asked questions
Do I need a paid CRM?
Not always. Many small businesses start with Google Sheets and move to a CRM later. We recommend the simplest option that works.
Can it connect to Facebook lead ads?
Yes. Meta lead forms can be sent to your CRM, sheet or WhatsApp in seconds.
More AI Automation options
Ready to start with Lead Follow-up and CRM Automation?
Order now and we will reply with a clear plan, usually within one working day.