Marketing Tech & CRM

Get your tools talking
to each other.

CRM setup, email marketing, and marketing tech stack configuration for Cheshire small businesses. I make sure your systems work together so nothing falls through the cracks.

HubSpotcertified
Salesforceexperienced
10+ yearsin marketing tech

Your tools don't talk to each other.
And leads are falling through the cracks.

CRM that nobody updates

You bought a CRM. The team used it for a month. Now contacts are in spreadsheets, sticky notes, email threads, and maybe the CRM — if someone remembers.

Manual email, no automation

Every follow-up is sent manually. There's no nurture sequence, no automated welcome email, no re-engagement campaign. Clients go quiet and nobody notices.

Patchwork of disconnected tools

Website form goes to email. Email contacts live in Mailchimp. Clients are tracked in a spreadsheet. Analytics are in GA4. Nothing is connected.

A tech stack that works
together, not against you.

I choose the right tools for your size, set them up properly, connect them together, and train your team to use them effectively.

CRM Selection & Setup

Whether it's HubSpot Free, Salesforce, or something simpler — I help you choose the right CRM and set it up properly: pipelines, properties, automations, and reporting.

HubSpotSalesforcePipeline setupAutomation

Email Marketing

Email consistently delivers the highest ROI of any marketing channel. I set up your platform, build templates, create automated sequences, and develop a content strategy.

Nurture sequencesTemplatesAutomation

Integration & Automation

Website form → CRM contact → nurture sequence → team notification → source tracking. All automatic. All connected. No manual data entry.

API integrationsn8nZapierWebhooks

Training & Documentation

I don't just set it up and leave. I create documentation, run training sessions, and make sure your team can manage the system independently.

TrainingDocumentationSupport

Marketing tech overhaul
for a growing business.

Before
  • Contacts in spreadsheets, email threads, and sticky notes
  • No CRM — or a CRM nobody uses
  • Manual follow-ups that often don't happen
  • No email marketing despite having a client database
  • No idea which marketing channels generate clients
After
  • All contacts in HubSpot with full interaction history
  • Automated welcome and nurture email sequences
  • Website forms connected directly to the CRM
  • Monthly newsletter to the full contact database
  • Attribution tracking showing which channels drive revenue

What connected marketing tech
means for your business.

0 leads
Falling through the cracks with automated follow-ups
Single view
Of every client relationship and interaction
Automated
Welcome emails, nurture sequences, and re-engagement
£0–50/mo
HubSpot Free + email tools cover most small businesses
HubSpot
Salesforce
Marketo
Mailchimp
Brevo
ActiveCampaign
n8n
Make
Zapier
WPForms
Get started

Ready to get your tools working together?

Book a free 30-minute consultation. No sales pitch — just an honest conversation about what could work for your business.

Book a free consultation
No obligation · No sales pitch · 30 minutes