All leads managed in a spreadsheet
Every new enquiry was manually added to a spreadsheet with name, contact details and status. Updating it took time and was often delayed.
Case study — Consultant
Consultant: Replacing Manual Lead Chasing With CRM Automation
A UK management consultant was spending several hours each week manually chasing leads, writing follow-up emails and updating a spreadsheet with enquiry status. This is how we removed that work entirely.
This is a representative example based on a common client scenario. Identifying details have been changed.
The situation
The Problem
Manual follow-up emails
The consultant personally wrote and sent every follow-up email. On busy weeks, follow-up was skipped entirely and leads went cold.
No pipeline visibility
It was impossible to see at a glance how many live enquiries existed, where they were in the process or which were most likely to convert.
The solution
What We Built
CRM pipeline
A clean five-stage CRM pipeline: New Enquiry, Proposal Sent, Follow-Up, Negotiation, Closed Won/Lost. Every lead tracked visually.
Website-to-CRM connection
Website contact form connected to the CRM. Every form submission creates a new deal record automatically.
Automated follow-up sequence
A four-email sequence sent automatically over two weeks after each new enquiry: immediate response, day 3 follow-up, day 7 check-in, day 14 final nudge.
Proposal tracking
When a proposal was sent, the deal moved to the Proposal Sent stage automatically and a follow-up reminder was created for three days later.
Pipeline dashboard
A single-screen dashboard showing all active deals, pipeline value, days since last contact and conversion rate by enquiry source.
The outcome
Results
Hours of admin removed
The manual follow-up emails, spreadsheet updates and reminder setting that previously took several hours per week are now handled automatically.
No warm leads going cold
The automated sequence keeps every lead warm whether or not the consultant has time to personally follow up that week.
Clear pipeline at all times
The consultant can see the full pipeline, total value and priority leads in under 30 seconds, from any device.
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