3-6 weeks · project or retainer · runs on the CRM you own
Automation that moves deals, not just email.
The leaks live between marketing and sales: the hand-off nobody owns, the proposal that goes quiet. We automate those joins first, on whichever side of the firewall your buyers live.
Is automation the right next move?
Two minutes of honest self-assessment before we get on a call.
A good fit if…
- ✓A working pipeline exists, but follow-up depends on memory
- ✓Marketing sends things; sales cannot see what or to whom
- ✓China-side chats live on personal phones, unsynced
- ✓Sales and marketing in the same room to define the lifecycle
- ✓One month of scoring review against real deals
Probably not, yet
- ✕There is no agreed pipeline for the automation to run on
- ✕You want more email volume rather than better hand-offs
- ✕Nobody will own the journeys once they run
The joins we wire, in order of payoff.
- ✓Lifecycle model agreed and signed by marketing and sales
- ✓Enquiry routing with named owners and escalation timers
- ✓Proposal and quote follow-up sequences with task fallbacks
- ✓Nurture tracks that move deals, tested end to end
- ✓Lead scoring reviewed against closed deals before anyone relies on it
- ✓Every journey documented, monitored and owned by you
| Decision | How we handle it |
|---|---|
| Which channel | Where your buyers actually read. Email and retargeting internationally; WeChat official account journeys and WeCom conversations for the mainland, synced to the same record. |
| What runs first | The hand-off with the biggest leak, measured in the audit. Almost always enquiry response, then proposal follow-up. |
| Volume vs relevance | Fewer, sharper touches. A journey that annoys buyers gets cut, whatever its open rate. |
| Pricing | Fixed after a short audit, in writing before the build. No surprise scope. |
Foundation not ready?
Automation needs a pipeline underneath. Start with the CRM implementation.
Frequently asked questions
Do we need the CRM implementation first?
Usually, yes. Automation is an operations layer, and it needs a pipeline underneath it: agreed stages, named owners, one record per contact. If your CRM already holds those, we build straight on top. If it does not, we will tell you plainly to fix the foundation first, because automation on a broken pipeline just delivers the chaos faster.
What do you automate first?
The hand-offs, not the campaigns. A new enquiry routed to a named owner with an escalation timer usually pays for the whole engagement by itself. Then proposal follow-up sequences, then lifecycle nurture. Newsletters come last, not first.
How does this work for China-side funnels?
The channel changes, the operations layer does not. On the mainland side, journeys run on WeChat official accounts and WeCom instead of email, with the same rules: lifecycle stages, owners and response targets, all synced into the CRM your whole team reads. We build both sides into one pipeline.
Will sales actually trust the lead scoring?
Only if they help define it, which is why they do. We build scoring from signals sales already believes in, review it together against real closed deals in the first month, and cut anything that does not predict. A score nobody trusts is a number nobody reads.
What happens after go-live?
Thirty days of tuning while real traffic flows through, then your choice: full handover with documentation in your accounts, or a light retainer for new journeys and quarterly reviews. Either way you own every workflow we built.
Wire the first join this month.
A short audit finds the leakiest hand-off. We wire it end to end, measure the change, then take the next one. No mega-project required.