CRM & Automation

Manual follow up wastes time and lets warm leads go cold. CRM and automation give you a single source of truth for contacts, deals, and activity so every lead has a clear next step.

It blends Optimization and Navigation in The ICON Method™: routing demand, standardizing follow-up, and surfacing pipeline metrics tied to your offers—without bloated workflows.

What this service solves

• Leads slipping through the cracks after a form fill or intro call.
• Sales and marketing working from separate spreadsheets and notes.
• No clear view of pipeline, stages, or expected revenue.
• Manual follow-up that depends on memory instead of a system.
• Forms and website activity not connected to your CRM or lists.

What’s included

• CRM setup or cleanup (pipelines, lifecycle stages, basic fields).
• Lead capture connections between website forms, landing pages, and CRM.
• Deal stages and simple qualification criteria aligned with your sales motion.
• Core automation flows (new lead alerts, basic nurture, follow-up reminders).
• Lists and segments for key audiences or lifecycle stages.
• High-level dashboards for pipeline, activity, and simple conversion points.

How it supports The ICON Method

CRM & Automation live primarily in the Optimization and Navigation phases of The ICON Method™. It turns interest from campaigns and content into a trackable, manageable pipeline.

• Identity: Uses your ideal customer profile to define what a qualified lead looks like.
• Communication: Delivers consistent follow-up aligned with your messaging guide.
• Optimization: Connects forms, pages, and workflows into one system.
• Navigation: Gives ongoing visibility into lead volume, status, and movement.

Typical timeline

Most CRM & Automation setups are completed in one to three weeks, depending on your current tools, data quality, and the number of workflows required.

Who this is for

• Brands without a proper CRM or with a cluttered instance that no one trusts.
• Teams managing leads from email, forms, and events with no central system.
• Leaders who want clean visibility into how leads move from contact to customer.
• Companies preparing for more campaigns and want their house in order first.

Expected outcome

You leave with a working CRM and core automations that support your current volume today and can be scaled as your lead flow grows—without rebuilding everything from scratch.