Form-to-CRM pipelines
Every form submission flows into the place you already work — your CRM, a spreadsheet, your inbox, or all three. Nothing rotting in a contact-form database nobody opens.
Service · Automation
Connect the form on your site to the alert in your pocket, the row in your CRM, and the follow-up your client expects. On infrastructure we operate ourselves in Canada.
What's included
Six concrete pieces in the Lead Automation Package. Everything below is wired and tested before you pay the second invoice.
Every form submission flows into the place you already work — your CRM, a spreadsheet, your inbox, or all three. Nothing rotting in a contact-form database nobody opens.
A new lead pings your phone in seconds — Telegram, SMS, or email, your choice. You answer while they are still on your site.
The lead gets an immediate response and a way to book the next step. You stop losing prospects who needed an answer in ten minutes, not three days.
3-step drip emails for the leads who do not book on day one. Written to be useful, not pushy — because pushy lowers your reply rate.
A live view of pipeline health: leads this week, conversion rate, source breakdown. You see whether a marketing dollar is working.
One flat retainer instead of per-task billing. The bill does not move when your volume does.
How we approach it
Most lead loss happens in the first ten minutes. A prospect filled the form, expected a reply, and got nothing — so they called your competitor. The fix is mechanical: a real-time alert and an automatic first reply that buys you breathing room until you can call back.
Once that is in place, the monthly retainer keeps it healthy when APIs shift, when you change CRMs, or when your business adds a new service line. The dashboard tells you each month what changed and what to do about it.
Pricing
The Lead Automation Package gets you live. The Monthly Retainer keeps the pipeline alive and growing.
#3
Best for: Trades, contractors, clinics — leads slip between the form and the follow-up.
#6
Best for: Past clients whose flows must evolve and stay fixed when APIs break.
FAQ
Vitalii Boichuk
Founder · New Westminster, BC, Canada
A 20-minute call and an 8-page PDF will map your current funnel, name the leak, and price the fix. CAD 497, credited to any package you take.