Growth stage capability
CRM & Automation
Lead routing, lifecycle email and SMS, and pipeline hygiene that turn captured interest into contacted, qualified opportunities.
The business problem
Most lost deals were never actually contacted in time
Marketing is judged on lead volume while revenue is decided by response speed and follow-up discipline. When routing is manual, the gap between the two is invisible until the quarter closes.
- Leads sit in an inbox instead of a queue
- Follow-up depends on whoever remembers
- Pipeline stages mean different things to different people
- Marketing cannot see which sources produced closed revenue
The AdStok approach
Automate the handoff, instrument the pipeline
We connect capture to CRM to follow-up so every inquiry has an owner, a timer, and a sequence, then make the resulting data usable for bidding and reporting.
- Step 01
Diagnose
Map every capture point, routing rule, and pipeline stage, and find where speed-to-lead breaks down.
- Step 02
Build
CRM configuration, routing and alerting, lifecycle email and SMS sequences, and clean source attribution fields.
- Step 03
Scale
Expand nurture coverage, add reactivation programs, and feed closed-won data back into paid and reporting.
Core capabilities
What sits inside this node
- CRM configuration and pipeline design
- Lead routing, assignment, and speed-to-lead alerting
- Lifecycle email and SMS automation
- Form and call-tracking integration
- Lead scoring and qualification logic
- Source and campaign attribution fields
- Reactivation and win-back programs
- Sales and marketing reporting alignment
What the engagement produces
Deliverables, not deliverable-shaped promises
Scope is written down before work begins, and every item below is something your team keeps whether or not the engagement continues.
- 01A documented lead flow from first touch to owner assignment
- 02Automated sequences live for each core inquiry type
- 03Pipeline stages defined with entry and exit criteria
- 04Attribution fields populated automatically on every record
- 05A shared dashboard both marketing and sales agree on
Inside the system
How CRM & Automation connects to Search → Creative → Growth
Automation is what keeps Growth compounding after the click. It closes the loop by returning real outcome data to Search and Creative so budget follows revenue.
Adjacent nodes
Services that make this one work harder
Start here
Book a Growth Call about crm & automation.
Tell us the goal and the obstacle. We'll come back with an honest read on what we'd diagnose first.