A website that explains what you do
Service pages for each offer, industries you serve, case studies, and clear next steps, written for the people who sign off on suppliers.
Websites and CRM Automation for B2B Service Companies
B2B buyers research quietly, compare several suppliers, and take weeks to decide. We build websites that make your expertise clear, capture the right enquiries, and keep every opportunity moving in your CRM. Clients include Jani-King and Brokers Playbook.
§ 01 — Challenges
Where b2b leads are lost
Buyers research before they call
Decision makers read your website long before they contact you. A vague site removes you from the shortlist without you knowing.
Enquiries mixed with noise
Real opportunities arrive alongside job applications and vendor pitches in the same inbox, and some wait too long.
Long sales cycles go quiet
Without structured follow-up, prospects who were not ready last month are forgotten by the time they are.
Data spread across tools
Website forms, CRM, email, and spreadsheets each hold part of the picture, so reporting on the pipeline takes manual work.
§ 02 — Solution
What we build
Enquiry triage
Forms and an AI assistant ask the questions your sales team would ask, so serious enquiries are separated from job seekers and vendor pitches.
CRM pipelines
Every enquiry becomes a CRM record with its source, answers, and owner, so nothing waits in a shared inbox.
Follow-up for long sales cycles
Automated reminders, proposal follow-ups, and nurture emails that keep you in front of buyers who are not ready yet.
Integrations and data sync
Connect your website, CRM, email, and internal tools through APIs and webhooks, including CRM migrations such as Salesforce to Zoho.
Reporting on pipeline, not just traffic
Dashboards that show which channels produce qualified opportunities and revenue, not just visits.
§ 03 — Workflow
How an enquiry moves
Prospect reads a service or industry page
Form or AI assistant asks qualifying questions
Qualified enquiry becomes a CRM record with source and answers
Owner is assigned and notified
Proposal follow-up and nurture sequence run on schedule
Dashboard shows pipeline by channel and stage
§ 04 — Sample journey
One opportunity, start to finish
Illustrative example, not client data
- Tue 2:10 pmAn operations manager reads the facilities-services page and two case studies.
- Tue 2:20 pmThey submit an enquiry with company size, locations, and timeline.
- Tue 2:20 pmA CRM opportunity is created with the answers and the page they came from, and the account owner is notified.
- Wed 9:00The owner replies with suggested times for a call.
- Week 3After the proposal, an approved follow-up checks in, and the opportunity stage updates in the pipeline report.
§ 06 — Scope
Implementation scope
Usually included
- Service, industry, and case study pages
- Qualifying enquiry forms and optional AI assistant
- CRM pipeline, ownership rules, and notifications
- Follow-up and nurture sequences
- API and webhook integrations
- Pipeline and channel reporting
Depends on your setup
- CRM migration (scoped by data volume and source system)
- Paid advertising management
- Content writing for case studies
§ 07 — FAQ
Frequently asked questions
Can you work with our existing CRM?
Yes. We work with the CRM you use, including Zoho, Salesforce, HubSpot, and Pipedrive, and can migrate data between them when needed.
Do you write the website content?
We structure the pages and can draft content with you, but the expertise comes from your team. Good B2B content needs your input on clients, process, and results.
Can the AI assistant answer technical questions about our services?
It answers from content you approve and hands anything it cannot confirm, such as pricing or contract terms, to a person.
Ready to stop losing b2b leads?
Request a free project review or book a 20-minute consultation. We walk through your current enquiry flow and show what the first version of your system would include.