STAGE 3: CONVERT & RETAIN

Marketing Automation & CRM Vancouver BC | Convert Leads. Retain Customers.

A lead at 11pm on a Saturday shouldn’t disappear because no one was awake to respond. A customer who bought from you six months ago shouldn’t have to google a competitor when they need you again.

Convert & Retain is the automation layer that makes your business work while you’re on the job, in a meeting, or asleep. Every lead captured. Every follow-up sent. Every customer remembered.

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THE FOUR AUTOMATION LAYERS

1. CAPTURE

Every form submission, every phone call, every DM — captured in your CRM pipeline the moment it happens. No manual entry. No leads disappearing into an email inbox that gets checked twice a day.

2. FOLLOW-UP

The moment someone submits, the system fires: a personalised confirmation text within 60 seconds, a follow-up email, a second text at 24 hours for non-responders, a third at 72 hours. Businesses that follow up within the first 5 minutes convert leads at 21x the rate of businesses that wait a day. Our automation makes 5-minute follow-up your default.

3. BOOKING & SCHEDULING

No phone tag. An online booking calendar connected to your pipeline lets leads self-schedule without calling. Automated reminders reduce no-shows. Cancellations trigger a re-booking sequence.

4. RETENTION & REVENUE

This is where most agencies stop — and where the real money starts. We build automation that keeps your existing customers coming back: re-engagement sequences, seasonal offers, upsell campaigns, loyalty touchpoints, and review requests that build your reputation on autopilot.

TOOLS WE CONFIGURE

We build your automation on the platform that fits your business — not the one that’s easiest for us.

GoHighLevel — all-in-one CRM, pipeline, SMS/email, booking, and reporting
HubSpot — for businesses that need robust sales pipeline management
Zoho CRM — flexible, scalable, strong for multi-location businesses
Mailchimp — email sequences and newsletter automation
ManyChat — Instagram and Facebook DM automation
Setmore / Calendly — booking and scheduling for service-based businesses
Twilio — call tracking, attribution, and two-way SMS

WHAT’S INCLUDED IN A SYSTEM BUILD

CRM account setup and full configuration
Custom pipeline stages built for your sales process
Lead capture form and landing page integration
Automated follow-up sequence — SMS + email, 5–7 touch
Booking calendar integration
Call tracking and attribution setup
Customer retention sequences — re-engagement, upsell, review requests
30-day post-launch monitoring and optimisation

CONVERT & RETAIN FAQs

A standard system build takes 10–14 business days. That includes CRM configuration, automation sequences, landing page integration, and all tracking.

We review your existing setup and recommend either optimising it or migrating to a platform better suited to your stage. We’ll be honest if migration isn’t the right move.

No. The automation works with any lead source — organic, referral, Google, Meta, or walk-in. Every lead goes into the same pipeline and gets the same follow-up regardless of where it came from.