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Marketing Systems, CRM and Automation

A lead has value only when the system captures, qualifies and follows it up

Many marketing problems appear to be channel problems but begin after the click. I help map the path from enquiry to response, qualification, nurturing, sales handover and reporting so teams can see where opportunities are being lost.

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Scope

Core work areas

  • Lead journey and funnel mapping
  • CRM field and pipeline planning
  • WhatsApp and email nurture journeys
  • Lead qualification and routing
  • Attribution and dashboard requirements
  • Marketing and sales handover rules
  • SOPs, trackers and review cadences

Lead journey

From first click to reporting

  1. Source
  2. Landing Page
  3. Qualification
  4. CRM
  5. WhatsApp or Email
  6. Sales Follow Up
  7. Reporting

Experience

Technology familiarity

Experience includes GA4, Google Search Console, Google Tag Manager, Zoho CRM and Zoho One, HubSpot, WhatsApp automation platforms, n8n, Make and performance reporting systems.

Find where qualified opportunities are leaking after the click.

Review My Marketing System
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