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● Automation & CRM

Marketing that runs
while you sleep.

Automation and CRM workflows that capture, score, route and nurture leads, so marketing and sales work from the same accurate picture.

  1. Capture
  2. Enrich
  3. Score
  4. Route
  5. Nurture
  6. Report

01The problem

Leads arrive from a dozen sources, sit in spreadsheets, get followed up late or twice, and nobody can say which campaigns produced revenue.

02Our approach

We connect your forms, ads and website to one CRM, define lead scoring with sales, automate routing and follow-up, and close the loop so revenue is attributed to its source.

03Who it’s for

Built for teams like yours.

If one of these sounds familiar, this service was designed with you in mind.

01

Growing sales teams

Need structure before they scale.

02

Multi-channel marketers

Leads from many sources.

03

Leadership

Needs revenue attribution.

04What’s included

Everything it takes, in one team.

01

CRM setup

Pipelines, properties and dashboards.

02

Lead scoring

Fit and behaviour scores agreed with sales.

03

Routing

The right lead to the right person, instantly.

04

Workflows

Follow-ups, reminders and nurture triggers.

05

Integrations

Forms, ads, website and calendars connected.

06

Attribution

Revenue reporting by source and campaign.

05The difference

Not the usual way.

The same service, delivered with a different standard.

Aspect Typical approach Siteart
Lead handling Manual and inconsistent Automated routing and follow-up
Data Scattered spreadsheets One source of truth
Reporting Guesswork Revenue by source

06Process

How the work runs.

  1. 01

    Map

    Current funnel, tools and handoffs.

  2. 02

    Design

    Lifecycle stages and scoring model.

  3. 03

    Build

    CRM, workflows and integrations.

  4. 04

    Train

    Team onboarding and documentation.

Your first 90 days

  1. Weeks 1–2

    Process mapping and CRM decisions.

  2. Weeks 3–6

    Build, integrations and migration.

  3. Weeks 7–8

    Training and first optimisation.

07Outcomes we measure

Judged on numbers that matter.

We agree targets for these before work starts and report on them every month.

  • Lead response time
  • Lead-to-SQL conversion
  • Attributed revenue
  • Hours saved per week

Tools & platforms

  • HubSpot
  • Zoho CRM
  • Salesforce
  • Zapier
  • Make

08Ways to work together

Start where it makes sense.

Every engagement is scoped to your goals. These are the three ways clients usually begin.

Audit

Teams that want clarity before committing

  • A review of where you stand today
  • Prioritised findings ranked by impact
  • A 90-day action plan
Discuss this option

Partnership

Ongoing growth with one accountable team

  • A monthly roadmap
  • Continuous optimisation
  • A monthly reporting call
Discuss this option
Replace this with a real quote from a client, used with their permission. Two or three sentences about the result they got works best.
Sample Client 1Founder, Sample Company

09FAQ

Questions we hear often.

Something else on your mind? Ask us directly.

Which CRM should we use?

It depends on team size, budget and existing tools; we recommend one after mapping your process.

Can you migrate our existing data?

Yes, with cleaning and de-duplication along the way.

Let's talk
Marketing Automation.