Marketing automation and CRM: follow up every lead and measure what works
Most small businesses don't need more leads first. They need to stop losing the ones they get, then measure where the good ones come from.
Our AI automation agency services cover CRM & Marketing Automation (US$149 (CA$199)/month), Lead Generation Automation (US$199 (CA$249)/month) and Marketing Analytics (US$99 (CA$129)/month).
Three ways to automate growth
Follow up every lead in seconds
Missed-call text-back, instant replies, follow-up sequences, reminders and review requests.
- CRM and pipeline set up
- Replies within seconds
- Reminders cut no-shows
- Review requests after every job
From US$149/mo · See what's included
Create new leads on autopilot
A focused offer or quiz, a tested landing page and follow-up that starts in minutes.
- Lead magnet, quiz or offer
- Landing page built and tested
- Lead scoring and routing
- Follow-up within minutes
From US$199/mo · See what's included
Ad or post
Offer or quiz
Landing page
Built and tested
Lead captured
Scored and routed
Follow-up
Within minutes
Booked
Measured end to end
Know what actually brings customers
Track every call, form and booking back to the channel that produced it, including AI assistants.
- Google Analytics 4 set up properly
- Call and form tracking
- AI assistant referral tracking
- One-page dashboard
From US$99/mo · See what's included
Example dashboard with sample data.
Automation & CRM pricing
Pick one service or combine them. Prices shown in US dollars (USD).
CRM & Marketing Automation
Every lead tracked, followed up and reminded automatically
- CRM and sales pipeline set up for you
- Missed-call text-back and instant lead replies
- Email and text follow-up sequences
- Appointment reminders and review requests
- Monthly pipeline report
Lead Generation Automation
Quiz and offer funnels that capture and qualify leads
- Lead magnet, quiz or offer funnel
- Landing page built and tested
- Automatic follow-up within minutes
- Lead scoring and routing to the right person
- Monthly conversion report
Marketing Analytics
Know which channel brings the calls and sales
- Google Analytics 4 and tag setup
- Call, form and booking tracking
- AI assistant referral tracking
- One-page dashboard
- Monthly insights summary
Answer Every Lead
Never miss a call, chat or follow-up.
The most common starting point for service businesses.
Book a callFounding client offer. setup fee waived and your monthly price locked for 12 months. Open to the first 3 clients per service.
Month to month, cancel with 30 days' notice. Setup fees cover onboarding and are non-refundable once work starts. Ad spend is paid directly to Google, Meta, LinkedIn or Amazon.
All plans are billed in Canadian dollars (CAD). USD prices are shown for reference; your card issuer converts at its own rate. Prices plus applicable taxes.
Questions, answered
Still curious? Book a free call or send a message.
What's the difference between CRM automation and lead generation automation?
CRM & Marketing Automation follows up and nurtures the leads you already get. Lead Generation Automation creates new leads with quiz, offer and landing-page funnels, then hands them to your follow-up.
What does Marketing Analytics measure?
Which channel produced each call, form and booking: Google, Maps, ads, social or AI assistants, in one simple dashboard.
Do I need all three?
No. Most service businesses start with CRM & Marketing Automation. Add analytics when you're spending on ads, and lead generation when you want more volume.
Is it compliant?
Every message includes your business name and an opt-out, and runs on consent, designed around CASL in Canada (CRTC) and US carrier rules.
Works well with
Most clients combine two services. Bundles cost less.
AI Search
Get found on Google, in the Map Pack and in AI answers
AI Front Desk
Answer every call, chat and text, day or night
Websites & Apps
AI-built websites and custom business tools
Shopify & E-commerce
Shopify SEO, AI shopping visibility and Amazon Ads
Ads & Content
Google, Meta and LinkedIn ads plus AI creative
See exactly what you get, then talk to Garry
Every service lists what's included and what it costs. When you're ready, book a free 30-minute call and we'll recommend the smallest plan that will move the needle.