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Email and CRM. Every lead followed up.
Mailchimp and Klaviyo email marketing, and CRMs built in Airtable or from scratch. Every enquiry lands in one place, gets a reply, and nobody slips through.
Leads coming in, some going nowhere.
Some enquiries never get a reply.
A CRM that catches every form, call and booking, with a follow-up that runs on its own.
We have a list but never email it.
Campaigns and automated sequences in Mailchimp or Klaviyo, simple enough that they keep running.
Our customer data is spread across five tools.
One place for it, usually Airtable, connected to the website, the inbox and payments.
From enquiry to customer.
Each one can be a fixed project, or part of ongoing marketing work.
Campaigns and sequences
Newsletters, welcome series, follow-ups, abandoned cart and win-back emails, set up in Mailchimp or Klaviyo.
A CRM that gets used
Built in Airtable, or from scratch where Airtable does not fit, around how your team actually works.
Forms, bookings and payments
Wired into the CRM, so every lead has a source, an owner and a next step.
The same systems run my businesses.
ClaimLeads, my lead marketplace, notifies buyers by email and SMS the moment a lead lands. The same thinking goes into a client's follow-up.
Simple enough to keep running.
The best CRM is the one your team opens every day. A small system that runs beats a clever one nobody uses.
Email works the same way. A few sequences that send on their own will do more than a newsletter that goes out twice a year.
Related: Automation and AI, for the systems around the CRM.
Straight answers.
Mailchimp or Klaviyo?+
Klaviyo usually suits online stores, because it works closely with store and order data. Mailchimp is usually enough for a service business sending newsletters and simple sequences.
Why Airtable for a CRM?+
It can be shaped around how your team already works, instead of the other way round. When a business outgrows it, I build something custom.
Can you move us off our current CRM?+
Yes. The data is mapped, cleaned and moved, and the old system stays in place until the new one has been checked.
What do you need to start?+
Admin access to the email platform and to anything that collects leads, plus a list of where enquiries come from today.
Tell me about your follow-up.
Where leads come from, what you use today, and where things fall through. I reply to every enquiry within 24 hours on business days.