For B2B teams whose enquiries land in an inbox and wait. We connect your website to a CRM, then set up the follow-up. Every lead gets a fast reply, and your team knows who to call first.
The problem
Someone fills in your form. Then they wait. Most B2B teams lose leads in the same three places. Do any of these sound like you?
Enquiries land in one inbox. Everyone thinks someone else will reply. Often, no one does for days.
If they don’t reply to the first email, no one checks in again. Warm leads slowly drift to someone else.
It’s out of date, and only one person really understands it. No one knows who to call next.
Sound familiar? We’ll show you where your leads go cold, and what to fix first.
The fix, proven
Scientific Update runs conferences and training for industrial chemists. We rebuilt their website. Today each in-house course page has its own enquiry form, right beside the course, so requests arrive complete and sorted.
Enquiry form beside the courseFive fields, checked as you typeSent as an in-house training requestPhone number on every pageShowing the before inbox.
Alex has been easy to deal with throughout. He’s happy to answer questions, explains things clearly and has been really helpful whenever we’ve needed anything.
Want enquiries like these? Show us your forms and your inbox. We’ll tell you what we’d fix first.
The plan
We link your forms to one place. We send the right email at the right time. You say yes to each step first.
We map every way leads reach you today: forms, email, phone, even sticky notes. Then we set up your CRM, or tidy the one you have, and connect every form to it.
We build the scores, alerts and follow-up emails. We write the emails with you, in your voice, and test every route with pretend leads.
We switch it on and watch the first real leads come in together. We train your team in one short session. Then Intelligent Analytics shows how it’s going.
Losing leads? We’ll show you where they go.
Inside step 02 · Automate
Sam fills in your quote form on a Tuesday at 10:42. Here’s what happens next. Every step runs on its own. Every rule, score and email is agreed with you first.
Keep scrolling. The strip moves sidewaysSam’s details go straight into your CRM.
Name, company, message and page, all saved in 3 seconds. No copying and pasting.
Points for the things that matter to you.
Sam scores 86 / 100. Anything over 70 goes to the hot route.
The right person hears about it, on their phone.
Tom knows within seconds: who it is, what they want and their score.
A personal email from a named person, not a robot.
Sam gets a real answer in minutes, not days.
A safety net for busy weeks.
If no one has called by the end of the day, a task appears for 9:30 the next morning.
Jo isn’t ready to buy yet. So Jo gets a short series.
Jo’s score goes from 52 to 78, so the alert fires. Emails stop as soon as Jo replies.
One board for the whole team. Nothing goes cold without someone noticing.
Each card has an owner and a next step. Leads with no reply in two days are flagged, not forgotten.
Pairs well with
Automation looks after the leads you get. These help you get more of them, and see what works.
Conversion rate optimisation
We make your pages and forms easier to say yes to. Your CRM looks after the rest.
Intelligent Analytics
Our plain-English dashboard. No cookie banner needed, and included in every growth plan.
Content strategy
Give your follow-up emails something useful to share, so warm leads stay warm.
Not sure what you need? Tell us your goals. We’ll suggest the one thing worth doing first.
FAQ
These are the doubts we hear most, with straight answers. Can’t see yours? Ask us on a call.
That’s common. Most CRMs fail because they add work instead of saving it. We set yours up so leads arrive on their own, alerts come to your phone and tasks appear by themselves. Then we train your team in one short session.
You can. Most CRMs are easy to start and hard to get right. The work is in the details: form connections, scoring rules, emails that sound like you, and testing every route. We’ve done it before, so it takes weeks, not months.
It depends on your team and budget. HubSpot is great for marketing emails. Pipedrive is simple, and sales teams love it. Zoho is good value as you grow. We help you choose, and we have no deal with any of them.
Yes. Often the best first step is a tidy-up. We remove duplicates, fix your stages and connect your forms. We only suggest a move if your CRM is truly holding you back.
No. The CRM account is in your name, and so is the data. Ongoing care is rolling monthly, with no contract. If you stop, your CRM and its automations stay with you.
Think about what one lost lead costs you. For most B2B firms, one extra client covers the setup. You get a written, fixed quote before we start. If we spot extra work, we ask you first.
Yes. The CRM licence is paid to the CRM company, not to us. Many have a free or low-cost starter plan. We tell you the likely cost before you decide.
Keeping it all working well. Each month we check your forms and alerts, update your emails and make small changes when you ask. It’s rolling monthly, with no contract.
Yes, when it’s set up properly, and we do that for you. GDPR is the UK law about how you use people’s personal details. In short: you only email people who contacted you or asked to hear from you. Every email has an easy “unsubscribe” link. Details are stored safely, and you can delete them when someone asks.
Not if they’re written well. We keep them short, useful and in your voice, signed by a real person on your team. They stop as soon as someone replies.
About an hour a week during setup. We need a chat about what a good lead looks like, access to your forms and email, and your OK on each email. We do the rest.
From the day it goes live, every new enquiry gets a fast reply and an owner. Calls and deals take longer to show, so we track reply times and calls booked in Intelligent Analytics from the first week.
Start here
A short form. It takes about two minutes.
We look at your forms and follow-up together and answer your questions.
A short written plan with a fixed price. No pressure to go ahead.
