CRM & Follow-Up System

Your CRM and follow-up, built so no lead goes cold

Our CRM & Follow-Up System is built for businesses with leads coming in. It captures every enquiry, follows it up and tracks it through to a sale, in GoHighLevel, HubSpot or Monday.com. Then we keep it tuned every month.

Where the money leaks

Same lead. Two very different weeks.

A new enquiry comes in from your website, Tuesday 8:47pm.

How it usually goes

Tuesday night. It lands in an inbox nobody checks after hours.

Wednesday, 2pm. One call between appointments. Voicemail.

Thursday. They've already booked with whoever called first.

End of month. You know how many enquiries came in, but not which ones turned into work.

Lead lost. Nobody knows why.

With our system

Tuesday night. It goes straight into your CRM, and a text and email go out automatically, written and approved by you up front.

Wednesday morning. It's on your team's list to call first thing, with the context in front of them.

Following days. If they don't answer, a follow-up sequence keeps going, so it's never left to memory.

End of month. Your dashboard shows booking, show and close rates, and where the drop-off is.

Leads get followed up

Most businesses with steady enquiries need their team to follow up the leads already coming in, properly and every time.

What we set up

One CRM system, built for how your sales actually work

CRM setup and rebuilds

In GoHighLevel, HubSpot or Monday.com, built around how you sell, so leads land in one place with a clear next step.

Follow-up for new and past leads

Email and text sequences that keep going, so no lead goes quiet because someone got busy.

Pipelines that move themselves

Deals update as things happen, without anyone dragging cards.

Review and referral requests

Your CRM asks for them automatically at the right moment.

A dashboard that shows what's working

Booking, show and close rates, and where leads drop off, kept in sync with your CRM.

Workflow automation

Joins your tools together so data moves without copy and paste.

We work alongside the people who run your ads and build your website.

Process

How a build runs

  1. Discovery call

    We look at where leads and time go today.

  2. Map your journey

    We map how leads and clients move through your business.

  3. Build and test

    We build it in your accounts and test it before it goes live.

  4. Train your team

    We give your team simple written instructions and hands-on training, so they use the system.

Every month after setup

We keep it tuned and working

Your business changes, and your follow-up should change with it. Each month we:

  • Tune your follow-ups and messages based on real replies and results.
  • Adjust pipeline stages and scripts as we see what works.
  • Fix anything that breaks, and help when someone on your team is stuck.
  • Answer you directly in a shared Slack channel.
A person presenting at a whiteboard to a small group
From clients

Leads followed up, in their words

Hristo Buyers agency · CRM rebuild and live dashboard

Working with LDC Strategies has been a game-changer for our business. They rebuilt our CRM, set up a custom dashboard, and automated key parts of our workflow that used to be completely manual. Our new-lead conversions improved, our existing database is now consistently nurtured, and our client journey is far more reliable and repeatable.

We’ve also seen a noticeable lift in reviews and referrals since the new systems went live. The whole process was smooth, transparent, and tailored to how we actually operate. If you’re a service business wanting to scale without adding more admin or headcount, LDC Strategies is the team to call.

Alex KoutoulogenisGoogle review · CRM rebuild
Is this for you?

A good fit, and not a fit

A good fit if you

  • Have leads coming in from your website, Google, ads or social media.
  • Sell high-value work.
  • Use GoHighLevel, HubSpot or Monday.com, or are open to one.

Not a fit if you

  • Get almost all your work from word of mouth.
  • Don't have steady enquiries coming in yet.
  • Want someone to run your ads or rebuild your website.

Questions about the CRM & Follow-Up System

Do I need to be running ads?

No. It works for any business with enquiries coming in, whether they come from your website, Google, ads or social media. If you do run ads, the leads they bring in get followed up too.

Do I have to change CRMs?

Not necessarily. We build in GoHighLevel, HubSpot and Monday.com. If you're already on one of those, we build on what's working rather than start again. If you're on something else, we'll talk through the trade-offs on the call.

What happens to my data if I leave?

Your contacts and your data are always yours. If you stop, you keep them. Our monthly tuning and support end, along with access to our follow-up scripts and process.

Do you run our ads or SEO?

No. We focus on what happens after a lead comes in. If you need help with ads, SEO or your website, we'll point you to partners who do that well.

How much of my team's time will this take?

We do the build. Your team's part is a few conversations while we map how you sell, then training on the system. It cuts their admin.

Want your leads followed up?

On a 45-minute discovery call on Google Meet, we'll look at how your leads come in and get followed up, and tell you if our CRM & Follow-Up System fits.

Book a discovery call

Or call 0488 060 568.