CRM and marketing automation that follows up every lead automatically
Most businesses don't have a lead problem. They have a follow-up problem. I set up CRM systems and automations so every enquiry is captured, assigned, followed up and tracked, without anyone copying details between spreadsheets.
Where are your leads going missing?
Leads rarely disappear in one place. They leak out at every handover.
Talk it through- Leads from ads and your website land in different places.
- Enquiries wait hours or days for a first reply.
- Nobody can say which campaign a customer came from.
- Your team copies data between forms, spreadsheets and inboxes by hand.
- You have a CRM, but the team doesn't use it properly.
What's included in automation setup
Built around your real sales process, then tested with real submissions before it goes live.
CRM setup and clean-up
Zoho CRM, HubSpot or GoHighLevel configured around how you sell: fields, pipelines, stages, lead owners and permissions.
Lead capture and routing
Website forms, Meta lead ads, Google Ads and landing pages connected straight to your CRM, with leads assigned to the right person automatically.
Lead source tracking
UTM parameters and source fields set up so every enquiry is tagged with the campaign that brought it in.
Follow-up workflows
Instant acknowledgement emails or texts, task reminders for your team, and alerts when a lead sits untouched.
Email nurture sequences
Automated email journeys in Zoho Marketing Automation, HubSpot or GoHighLevel for people who aren't ready to buy yet.
Sales funnels
Landing pages, booking flows and forms designed to turn clicks into qualified enquiries.
Zapier integrations
Connecting tools that don't talk to each other natively, from booking systems to spreadsheets and messaging apps.
Reporting dashboards
Lead volume, source, conversion rate and pipeline value in one place, so decisions are based on numbers.
How we'll work together
A clear process, so you always know what's happening and why.
Free strategy call
We talk through how leads arrive today, which tools you use and where things fall through.
Map your process
I document how enquiries currently move through the business and where they get lost.
Design the system
Pipelines, fields, automations and reports agreed with you before anything is built.
Build and test
Every form, workflow and integration is tested with real submissions before launch.
Train and hand over
A short training session and written notes so your team uses the system properly.
Is this the right fit?
A good fit if you are
- Businesses receiving leads from several sources
- Training providers, clinics, agencies and service businesses with a sales process
- Teams already paying for Zoho, HubSpot or GoHighLevel but not getting value from it
- Owners who want to know exactly where every customer came from
Probably not right for
- Businesses with only a handful of enquiries a month, where a spreadsheet may be enough
- Anyone hoping automation will replace a sales process that doesn't exist yet
Ways to work together
Most automation work is a fixed-price project, with optional support afterwards. Every engagement is quoted on scope after a free call, so you only pay for what your business needs.
CRM audit
A review of your current CRM, forms and workflows with a clear list of fixes.
Automation setup
Lead capture, routing, follow-up workflows and reporting, built and tested.
Ongoing support
New workflows, changes, troubleshooting and reporting as your business grows.
Zehra Jabeen
I'm Zehra Jabeen, a digital marketing consultant with an MBA in Marketing and 8+ years of hands-on experience. I've managed $100K+ in ad spend, mainly across Google and Meta, with TikTok, Snapchat and LinkedIn where they suit the audience. I work day to day with education and training providers, beauty and wellbeing businesses, e-commerce brands and B2B suppliers. You deal with me directly from the first call to the monthly report.
Frequently asked questions
Which CRM is best for a small business?
It depends on budget and how complex your sales process is. Zoho CRM offers strong value and flexibility, HubSpot is easy to use with a useful free tier, and GoHighLevel suits businesses that want CRM, funnels and messaging in one platform. I'll recommend one based on how you actually sell.
Can you connect Facebook lead ads to my CRM?
Yes. Meta lead forms can feed straight into Zoho CRM, HubSpot or GoHighLevel, either natively or through Zapier, with the campaign and form name attached to each lead.
How long does a CRM and automation setup take?
A focused setup, such as lead capture and follow-up for one source, usually takes one to two weeks. A full CRM build with several pipelines, integrations and reporting usually takes four to eight weeks.
Can you fix a CRM someone else set up?
Yes. I often start by auditing an existing CRM, cleaning up fields and data, and rebuilding the workflows that aren't doing their job.
Will my team need training?
A short training session and written notes are included, so your team knows how to use the system day to day.
What is lead nurturing?
Lead nurturing means staying in touch with people who enquired but weren't ready to buy, using useful emails or messages over time, so you're their first choice when they are ready.
Related services
Stop losing leads between the form and the follow-up
Book a free 30-minute call. We'll map where your enquiries go today and what to automate first.
Book your free callAutomation Setup & Sales Funnel Optimization
Streamline, Automate, and Convert More Leads
Increase efficiency and maximize conversions with strategic automation and high-performing sales funnels. I help businesses automate lead nurturing, sales processes, and customer journeys to drive consistent revenue growth.
What We Offer
✅ Sales Funnel Strategy & Setup – Designing conversion-focused funnels tailored to your business goals.
✅ Lead Capture & Nurturing – Creating automated workflows to engage and convert leads effortlessly.
✅ CRM & Email Automation – Setting up GoHighLevel (GHL) and other tools for seamless lead management and follow-ups.
✅ Landing Page Optimization – Crafting high-converting landing pages that guide visitors toward action.
✅ Ad-to-Funnel Integration – Connecting paid campaigns with automation for a smooth customer journey.
✅ Analytics & Performance Tracking – Monitoring funnel performance and making data-driven improvements.
With a focus on efficiency, scalability, and conversions, I build smart automation systems that save time, reduce manual effort, and increase sales.
🚀 Let’s turn your leads into loyal customers with a seamless automation strategy!
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Turning marketing Spend into Profitable Results