Build a steady flow of qualified conversations. We connect pages, forms, email, and CRM so buyers move from interest to a booked call without extra work for your team.
What we set up first
- Capture RFQ and short forms on service and region pages, with pre-qual fields.
- Route leads to the right owner by service, port, or account list.
- Follow up with a simple email sequence that sets expectations and a clear next step.
- Measure GA4 events mapped to CRM so results show up as calls and opportunities.
We start with a narrow slice of pages and expand once the path works.
Signals we track
Engagement
- Clicks from service and region pages to RFQ or calendar
- Form starts vs finishes
- Replies from first follow-up email
Pipeline
- Source and path in the CRM record
- Booked calls by page and topic
- Opportunity creation by campaign
Automation flows we install
Inbound RFQ
- Short form with pre-qual
- Owner assignment by service or port
- Instant confirmation and calendar link
Content to MQL
- Download or checklist → tagged in CRM
- Three-email series with helpful links
- Escalate when they visit pricing or ports
ABM cadence
- Account list with key ports
- One high-value email per week
- Sales task when there is a reply or meeting view
Systems we connect
| System | Purpose | Examples |
|---|---|---|
| CRM | Lead routing, stages, reporting | HubSpot, Pipedrive, Zoho |
| Sequences and newsletters | Mailchimp, HubSpot, SendGrid | |
| Forms | Short RFQ with pre-qual | Native forms, WPForms, HubSpot forms |
| Analytics | Events and goals | GA4 with CRM mapping |
| Webhooks | Push events to CRM or Slack | Native webhooks, Zapier, Make |
We keep the stack simple. Use what you have and add only what is needed.
Campaign types we run
Always-on
- Service and region pages with tested RFQ flow
- Newsletter that routes back to services
- Nurture for downloads and checklists
Time-bound
- Port openings or seasonal windows
- Compliance changes with short explainers
- Trade events with a simple meeting page
Timeline to go live
| Week | Focus | Output |
|---|---|---|
| Week 1 | Map journeys and owner rules | Form fields, routing plan, first two pages picked |
| Week 2 | Build forms and events | RFQ, confirmation, GA4 events, CRM fields |
| Week 3 | Email and sequences | Three-email follow-up and basic newsletter template |
| Week 4 | Publish and review | Live pages, routing checks, first changes list |
Exact timing depends on access and approvals. We can start on your current theme.
Request a Marketing & Automation plan
Share your top services and regions. We will outline the pages, flows, and connections to move buyers to a call.