Griffith Consulting Group
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service · crm + automations

One home for each lead and customer, with follow-ups on autopilot

Leads spread across a spreadsheet, a phone and three inboxes get lost. We set up a that holds each lead and customer with their history, then set up and run the automations, from follow-ups to reminders.

Book a call How it works
one home for each lead
fig. 1 · leads from each channel land in one CRM

What you get

  • One record per person

    Each lead and customer gets one record: how they found you, what they asked and what they bought.

  • One list from each channel

    Your website form, booking sheet and inbox feed the same list, so you stop copying between apps.

  • Automations we run for you

    Examples: a reply to a new inquiry, a nudge when a lead goes quiet and an appointment reminder.

  • Data ready for analysis

    A tidy list of leads and orders lets you see which channels bring customers who buy. See data engineering.

What the automations do

An event starts each one: a new email, a set time or a booked day. The automation then sends the next message for you.

  • A new inquiry arrives. The lead gets a reply, so they know you saw it.
  • A lead goes quiet. After the wait you set, they get a nudge.
  • A visit gets booked. The customer gets a reminder before the day.
new inquiry → replyquiet lead → nudgebooked visit → reminder
fig. 2 · three triggers, one engine, a message for each

How it works

  1. Map how leads reach you

    We chart each path a lead takes today, from the first inquiry to the final invoice.

  2. Set up the CRM

    We set up the CRM around how you work and bring your existing leads into it.

  3. Add the automations

    We build the follow-ups and reminders and test them before they reach a customer.

  4. Run and adjust

    We keep the automations running and change them as your business changes.

Who it's for

Small businesses where one of these sounds familiar:

  • Your leads sit in a spreadsheet, a phone and a few inboxes.
  • Follow-ups depend on someone remembering to send them.
  • You pay for several tools that overlap and don't share information.

Questions owners ask

Have another one? Ask it on a call.

What is a CRM?

A customer relationship manager: one place that holds each lead and customer, with their history.

We already use a system. Can you work with it?

We start with what you use. For an education company that serves veterans, we built intake paths that feed the system the team already had.

Who keeps the automations running?

We do. We set up the automations and run them, from follow-ups to reminders.

Do I need a website first?

No. If you're missing a website or a CRM, we build it as part of the work.

Other services

We build the systems first, then put the data they collect to work.

Tell us what's piling up

Describe the mess in a few sentences. We'll reply with where we'd start.

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