For heads of marketing
Get the weekly numbers and the sales handover out of spreadsheets.
Marketing teams lose a day a week exporting from ad platforms, email tools and the CRM to build a report, and then argue with sales about where leads went. We build the report from the source systems on a schedule and pass each lead to sales with its source and activity attached.
For heads of marketing at companies of 10 to 500 people who build reports by hand and hand leads over by email or spreadsheet.
less manual CRM entry for a B2B sales team
Read how it was measuredBefore and after
What changes in a normal week.
Today
- Monday starts with exports from four tools pasted into one spreadsheet.
- Leads are passed to sales in a sheet, and nobody knows which were followed up.
- Attribution depends on whoever last tidied the UTM tags.
- Questions from the board about cost per lead take a day to answer.
After the build
- The weekly report is built overnight from the source platforms with a short note on what moved.
- Each lead reaches the CRM with its source, campaign and pages viewed, and its owner is told.
- Lead status flows back from sales, so you can see which campaigns produce deals.
- Cost per lead and per deal are on a dashboard that updates without anyone exporting.
What we build
The systems behind the change.
Built in your accounts, at a fixed price agreed after the audit. Builds start at $1,500.
- Scheduled campaign reporting
Spend, leads and conversions pulled from your platforms into one report, with a written summary of the week.
- Lead handover to sales
Form and campaign leads written to the CRM with source and history, assigned to an owner and followed up if nobody acts.
- Closed-loop status
Deal outcomes written back against the campaign that produced the lead, so spend can be judged on revenue.
Proof
A team that has already made the change.
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B2B sales team · Professional Services Lead enrichment and sales automation 90%less manual CRM entry<3 minaverage first reply3.4xconversion rate Read the story -
Industrial manufacturer · Manufacturing Automated cashback and loyalty system 5 to 10%sales lift3xend-user engagementAutopayouts Read the story
How it starts
Three steps, each with a price.
- 01Discovery call
Thirty minutes on the work your team does by hand. Free, and you leave with a yes or no on fit.
- 02Automation Audit, $500
One to two weeks with the people who do the work. Each fix gets hours saved and a fixed price. Credited to the build.
- 03Build, from $1,500
Two-week sprints in your accounts, then 60 days of hypercare by the same engineers.
Questions
What people ask first.
Our tracking is a mess. Can you still build the report?
Yes, and the audit shows where the gaps are. We fix the tagging that matters for the report first, and the report flags data it cannot trust.
Will sales accept leads handed over this way?
We agree the handover rules with sales during the audit, including what makes a lead ready and how fast they should act on it.
Do we need a new marketing tool?
Rarely. We build on HubSpot, Klaviyo, Mailchimp, Brevo or whatever you run, plus a sheet or dashboard for the report.
Marketing leads
Bring one process your team still runs by hand.
On a discovery call we look at how it runs today and tell you what it would take to change it, with a price. The call is free.
Book a discovery call