One-click client onboarding for an agency
At a marketing agency, one click set up each new client's CRM account, with pipelines, tags and team channels ready.
Cut new-client onboarding from 30 days to 7.
Funnels, first click to booked call.
Page, form, CRM, follow-up and reporting, built as one connected system instead of five tools that each work alone and lose people in between.
Where funnels actually break
Almost nobody loses money on the page itself. They lose it in the gaps between tools.
- A lead fills the form and the notification goes to an inbox nobody watches on weekends.
- The CRM gets the name and email but not the answers, so whoever calls back starts from zero.
- Follow-up is a single email sent right away, then silence.
- Nobody can say what the booking rate is, so every decision about the funnel is a guess.
Each of those is invisible on its own. Together they are usually the difference between a funnel that pays for itself and one that doesn't.
What I wire together
- The page. Focused, fast and written to convert. Details on the landing pages page.
- Capture. A form or booking step with the qualifying questions that make the first call useful, and no field that only pads a database.
- Routing. The lead lands in the CRM with full context, assigned and tagged, with a notification that reaches a person quickly.
- Follow-up. Email and SMS sequences triggered by what people do, not by a calendar. Including the no-show and went-quiet paths, which is where most recoverable revenue sits.
- Reporting. A dashboard showing conversion at each step, so you can point at the weak one instead of rebuilding everything.
Where the experience comes from
At a marketing agency I built more than 20 production n8n workflows across more than 10 client accounts, from lead capture to no-show recovery, plus one-click client onboarding that cut a 30-day process to 7.
I also built a funnel simulator with an AI audit: you lay out a whole funnel, from ad to booking to follow-up, and click through it before you buy traffic. It's on my free tools page.
Diagnose before you rebuild
If you already have a funnel, the first useful step is usually not a rebuild. It's finding out which step is leaking. Run my free landing page analyzer, or send me what you have and I'll tell you whether the page, the follow-up or the offer is the actual problem.
Sometimes the answer is that the funnel is fine and the traffic is wrong, and that's worth knowing before you pay anyone to build anything. Read about the automation behind the follow-up, or see websites if you need the whole site.
What is included in a funnel build?
The landing page and its copy, the form or booking step, the CRM wiring so leads land somewhere real, the email and SMS follow-up, and reporting that shows where people drop out. The point is that these are one connected system rather than five tools that each work alone.
Which CRM do you work with?
GoHighLevel most often, plus HubSpot, Pipedrive and Airtable. I've also built CRMs from scratch when a client needed something no platform did well. If you already have one, I build into it rather than trying to move you.
How long does a funnel take to build?
The page can be live in days. A complete funnel with its follow-up sequences, integrations and testing usually takes a few weeks, depending on how many sequences and tools it needs.
How do I know if my funnel is broken?
The usual signs are leads that never get followed up, a booking rate that does not match your traffic, or no reliable answer to "where do people drop off." If you cannot name your conversion rate at each step, the reporting is the first thing to fix, before anyone rebuilds a page.