CRM & Pipeline Setup

Stop Losing Leads to a Broken Follow-Up Process

You are generating leads. But how many fall through the cracks? We build a CRM pipeline that captures every lead, automates follow-up, and gives you visibility on every deal in progress.

Full pipeline design · Automated follow-up · Team training included · Live in 2-3 weeks
CRM pipeline setup is the design and implementation of a structured sales pipeline with automated follow-up sequences, lead routing, deal tracking, and team training. Bizi Digital builds pipelines that capture every lead, automate repetitive follow-up, and give you clear visibility on revenue in progress.
The Problem

You Are Losing Deals You Already Paid to Generate

You spend money on ads and marketing. Leads come in. But without a structured pipeline, follow-up is inconsistent, deals go cold, and revenue leaks out of the business every week.

  • Leads fall through the cracksNo system means no accountability. Leads come in, sit in an inbox or spreadsheet, and never get followed up.
  • Follow-up is manual and inconsistentYour team follows up when they remember. Some leads get three touches, others get none. Speed to lead is slow.
  • No visibility on pipeline valueYou cannot see how much revenue is in progress, where deals are stuck, or which stage is leaking the most.
  • Team does not use the CRMYou bought a CRM. The team barely uses it. There is no structure, no training, and no accountability built into the system.

The problem is not lead generation. The problem is what happens after the lead arrives.

Most businesses lose 20-40% of their leads to poor follow-up. A structured pipeline with automated sequences closes the gap between "lead generated" and "deal closed".

The Solution

A Pipeline That Works Even When Your Team Forgets

We design your pipeline stages, build automated follow-up sequences, set up lead routing, and train your team to use the system properly. Every lead gets followed up. Every deal is visible. Nothing falls through the cracks.

What's Included

Everything You Need for a Pipeline That Converts

Custom Pipeline Design

Pipeline stages designed around your actual sales process. Not a generic template. Every stage maps to how your business actually sells.

Automated Follow-Up Sequences

Email and SMS sequences that fire automatically when a lead enters the pipeline. Speed to lead improves from days to minutes.

Lead Routing and Assignment

Leads routed to the right person automatically based on source, location, service type, or any criteria that matters to your business.

Pipeline Reporting and Deal Tracking

Clear visibility on pipeline value, conversion rates by stage, and where deals are getting stuck. You see the health of your pipeline at a glance.

Task and Reminder Automation

Automatic tasks and reminders created when deals move between stages. Your team always knows what to do next without checking manually.

Team Training and SOPs

We train your team on the pipeline, provide standard operating procedures, and make sure the system actually gets used after handover.

How It Works

Four Steps to a Pipeline That Closes

01

Map Your Sales Process

We start by understanding how you sell: lead sources, qualification criteria, decision stages, and handoff points. This becomes the blueprint for your pipeline.

02

Build the Pipeline and Automations

We set up your pipeline stages, automated follow-up sequences, lead routing, task triggers, and reporting dashboards in your CRM.

03

Train Your Team

We run a hands-on training session with your team covering the pipeline, the automations, and the daily workflow. SOPs are provided for reference.

04

Optimise and Refine

After two weeks of live use, we review the data, identify bottlenecks, and refine the pipeline based on real performance.

FAQ

CRM Pipeline: Frequently Asked Questions

We work with GoHighLevel, HubSpot, Pipedrive, and most major CRM platforms. If you do not have a CRM yet, we can recommend one based on your business size and needs.

2 to 3 weeks from kickoff to live pipeline, including team training. The exact timeline depends on the complexity of your sales process and number of lead sources.

This is the most common problem we solve. The pipeline is designed to be simple enough that your team actually uses it. Automations handle the repetitive parts, and training covers the daily workflow so adoption sticks.

Yes. We connect your pipeline to your website forms, Google Ads, Facebook Ads, landing pages, and any other lead source you are using. Leads flow in automatically.

Yes. Monthly support packages are available for ongoing optimisation, new automation builds, and pipeline refinement as your business grows.

Stop Losing Leads You Already Paid For

Get a pipeline that captures every lead, automates follow-up, and closes more deals.

  • Custom pipeline designed around your sales process
  • Automated follow-up sequences included
  • Live in 2-3 weeks with team training
Get Your Pipeline Built
Works with any CRM platform. Training and SOPs included.