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WEIR DIGITAL MEDIA · SERVICE · PART OF AUTOMATION & CRM

Marketing Automation

Automate Marketing Tasks for Better ROI. Our Marketing Automation services help businesses automate their marketing efforts, from email campaigns to social media posting. We provide tools and strategies that streamline your marketing processes, improve engagement, and increase ROI.

Typical 90-day deltas

What moves on a Automation & CRM retainer.

Median shifts we see across 90-day cycles. Names of operators initialised by request — we walk you through the named-client sets on the discovery call.

Three things every Marketing Automation engagement is.

Productised

Fixed scope, fixed deliverables, predictable price band. No surprise invoices, no scope creep.

Local first

UK and Costa Blanca, EN/ES delivery, real grasp of how local search and reputation actually work.

Owned outputs

Site, content, lists, pipelines, automations — you own all of it from day one. No lock-in.

Quick answer

Automation & CRM — in 100 words.

Automation and CRM for service businesses means replacing manual repetitive work — lead routing, follow-up emails, status reports, invoice chasing, calendar bookings — with systems that run while you sleep. Weir Digital Media's productised automation programme installs an integrated CRM stack and connects every customer touchpoint with documented workflows. Foundation tier sets up the core lead-to-cash pipeline. Compound tier integrates CRM with marketing, accounts and project management. Architect tier delivers a custom-built operating system for businesses turning over five million plus, with documented runbooks that work without the original operator and quarterly system reviews.

Common questions about Automation & CRM.

What does CRM automation actually do for my business?
Three things: it makes sure no lead falls through the cracks, it saves your team thirty to fifty hours per month of repetitive work, and it gives you accurate weekly reporting without anyone manually compiling spreadsheets. The compound saving in time alone usually pays for the programme inside the first quarter.
Do I have to switch CRM platforms?
No. We work with whatever you already have — HubSpot, Salesforce, Pipedrive, Monday, ClickUp, Zoho, custom systems. Switching CRM is a separate project, not part of the productised automation programme. We integrate with what you have.
What kinds of workflows do you automate?
Most common: new-lead routing and notification, follow-up email sequences, calendar booking confirmation, internal status notifications, invoice chasing, customer onboarding sequences, review-request automation, churn-risk alerts. Every business has different priorities — we scope yours in week one.
What is the difference between automation and an AI agent?
Automation runs a fixed workflow on a trigger (new lead, calendar event, status change). An AI agent decides what to do next based on context. We deliver both — automations for the repetitive 90 percent, AI agents for the judgement-required 10 percent.
How long does CRM automation setup take?
Foundation tier: two weeks for the core lead-to-cash pipeline. Compound tier: four to six weeks for CRM plus marketing plus accounts plus project management integrated. Architect tier: eight to twelve weeks for a custom operating system.
What happens if a workflow breaks?
Every productised automation programme includes monitoring and self-healing. Failed workflow runs trigger an alert, retry automatically up to three times, and route to a dead-letter queue if still failing — with a human notified within fifteen minutes. Quarterly review catches drift before it costs revenue.
Will my team still need to do manual work?
Yes — automation handles the repetitive 80 to 90 percent. Your team handles the judgement-required work (qualification calls, scope conversations, strategy decisions). The goal is to remove the work that does not need a human, not to replace humans.
Do you integrate with my email tool?
Whatever you use — Gmail, Microsoft 365, Mailchimp, ActiveCampaign, custom SMTP. Email integration is included in every productised automation programme.
Can you automate quoting and proposals?
Yes — quoting templates, proposal generation, contract sending, signature collection, payment links. Foundation tier includes templated quoting. Compound tier covers the full quote-to-cash pipeline. Architect tier adds custom pricing engines and revenue forecasting.
How do you measure automation ROI?
Three metrics: hours saved per month (typically thirty to fifty), revenue captured that would have been lost (lead-to-customer rate improvement), and reporting time eliminated (typically ten to fifteen hours per month). We track all three in the quarterly review.
Pricing band

From £1,500/month

Tailored band before the call, written quote within two business days.

Time to signal

60-90 days

Measurable movement on the metrics that matter, not vanity reach.

Engagement term

Rolling 90-day cycles

Walk-away rights at every renewal — we’ve never had to.

What you get

6 sub-services

Each scoped on day one, delivered into your portal on a weekly rhythm.

Other services in this pillar

The wider Automation & CRM stack.

Marketing Automation sits inside our Automation & CRM pillar — here are the other productised services it stacks alongside, all scoped on day one and delivered on a weekly rhythm.

01

CRM Setup

Pipeline design, custom fields, lead lifecycle, reporting dashboards.

02

Sales Automation

Lead capture, routing, follow-up sequences, deal-stage triggers.

03

Marketing Automation

Drip sequences, segmentation, behavioural triggers, attribution.

04

Billing & Delivery

Subscription, invoicing, fulfilment workflows, dunning sequences.

05

Integrations

Connect every tool you already use — phones, email, calendar, finance.

06

Reporting

Live dashboards on the metrics that move your number.

Automate Marketing Tasks for Better ROI. Our Marketing Automation services help businesses automate their marketing efforts, from email campaigns to social media posting. We provide tools and strategies that streamline your marketing processes, improve engagement, and increase ROI.

90-day roadmap

From kick-off to compounding signals.

Every pillar runs the same four-step rhythm. The first three are fixed scope. The fourth is the long game.

Marketing Automation 90-day roadmap Day 0 — kick-off Day 14 Day 30 Day 90 1 2 3 4 Discover Audit, interview, stakeholder map Plan Tailored 90-day roadmap signed off Build First measurable signals shipped Compound Quarterly review, long-game cadence

Below: the same rhythm in detail. Every step is fixed-scope, dated, and visible inside your portal.

01 / Discover

Audit and interview.

We map your current state, your stack, and the gap between today and the goal. End of week one.

02 / Plan

Tailored 90-day roadmap.

A written plan with deliverables, owners, and dates. You sign it off before we build. End of week two.

03 / Build

Production cadence.

Weekly delivery into your portal. Progress, assets, and metrics in real time.

04 / Compound

Quarterly review.

Roadmap refreshed against compounding signals. The work keeps paying dividends long after the build.

Typical 12-month outcome trajectory

What success usually looks like inside Automation & CRM.

Revenue-per-lead curve as routing, follow-up and segmentation automations compound.

Automation & CRM — 12-month outcome trajectory 100% 75% 50% 25% 0% M1 M3 M6 M9 M12
  • M1 Pipeline design
  • M3 Routing + speed-to-lead
  • M6 Reporting live
  • M9 Forecast accuracy improves
  • M12 Revenue per lead doubles
Examples of what we ship

What lands in your portal each week.

A representative slice of the deliverables a Automation & CRM engagement produces. Every asset is scoped on day one, dated, and exported at the end of any cycle you choose.

Pipeline architecture

Stages, owners, criteria, and automations per pipeline.

PDF + Miro

Workflow map

Every trigger, condition, and action in your stack.

Miro · 1 board

Reporting dashboards

Live KPI dashboards your team checks every Monday.

Live dashboard

Lead-routing matrix

Rules for who, when, where every inbound goes.

Notion table

Operations runbook

Every recurring process documented step-by-step.

PDF · 24-40 pages

KPI scorecard

Single page summarising every metric that moves revenue.

PDF · 1-2 pages
Move at your pace

You set the rhythm. We ship to your timeline.

Three production paces, every one with the same fixed-scope discipline. Pick the cadence that fits your business — switch between them at any 90-day boundary.

Default cadence

Standard pace

90-day cycles

A predictable weekly drumbeat. Best for most operators — gives the work room to compound without producing busywork.

  • Cadence Weekly delivery
  • Cycles 90 days, rolling
  • First signal 60-90 days
  • Best for Consistent growth
For launches

Express pace

30-day cycles

Shorter cycles for time-sensitive launches, quarterly campaigns, or when a hard deadline is non-negotiable.

  • Cadence Twice-weekly delivery
  • Cycles 30 days, rolling
  • First signal 14-30 days
  • Best for Launches, sprints
Continuous

Architect pace

Continuous flow

Multi-team, continuous delivery for operators with hard deadlines, multiple locales, or 5+ pillars stacking.

  • Cadence Daily delivery
  • Cycles Continuous
  • First signal Continuous
  • Best for Complex programmes
Inside a 12-week engagement

What happens, week by week.

A concrete walk-through of a Automation & CRM engagement at Standard pace. Every step is fixed-scope, dated, and visible inside your portal.

WK 1

Discovery call + audit kickoff.

Thirty-minute discovery call, full access granted to your stack, and the audit begins the same day. We talk to your team, your customers if you can introduce us, and the people closest to the metric.

Outputs: Audit baseline, stakeholder map
WK 2

Roadmap delivered + signed off.

A written 90-day roadmap with deliverables, owners, dates, and success signals lands inside your portal. We talk it through, you mark it up, you sign it off. Nothing builds before you do.

Outputs: 90-day roadmap PDF, sign-off
WK 3-4

Production starts. First assets land.

The brand voice document, the first wave of content, the first dashboard wires up. Friday-end you see the deliverables tracker move from zero to working. Weekly delivery becomes the rhythm.

Outputs: Brand voice doc, first deliverables
WK 5-8

First measurable signals shipped.

By the end of month two, the first quantitative signal is visible in your dashboard. Pages ranking, leads landing, opens rising, deliverables stacking. We talk weekly, course-correct in writing.

Outputs: Live dashboards, first results read-out
WK 9-12

Compounding kicks in.

Month three is where the work starts paying compounding dividends — the second piece outperforms the first, the second list segment outperforms the first, the second creative cohort beats the baseline.

Outputs: Quarterly read-out, refreshed roadmap
Q2+

Quarterly review + roadmap refresh.

Every 90 days the roadmap is rebuilt against the actual signals. What compounded gets doubled down on. What flatlined gets re-scoped or dropped. Walk-away rights at every cycle — you keep everything either way.

Outputs: Refreshed roadmap, board-ready review pack
Inside your monthly report

Automation & CRM — what you actually see every month.

Every Automation & CRM programme ships a real printed (or PDF) monthly report. No vanity dashboards. No metrics you can’t act on. Here’s the structure.

  • Headline metric: the one number that defines this month
  • Top-three movements and what caused them
  • What we’re testing this month and why
  • Next month’s build queue, prioritised and costed
  • The questions for our quarterly review
Automation & CRM monthly report mockup — Weir Digital Media

Ready to talk Marketing Automation?

Thirty-minute discovery call, free, no commitment. We’ll send a tailored band before the call and a written proposal within two business days.

Book a 30-min call →
Specialisations

Niches inside the Automation & CRM pillar.

Marketing Automation is one of these. The full list shows the long-tail specialisations our Automation & CRM retainer covers — if your niche is not here, ask.

CRM design & rollout HubSpot implementations Salesforce setup Pipedrive & Zoho Sales-process automation Marketing automation Lead routing rules Deal-stage triggers Billing automation Dunning sequences Workflow design Integration platforms Custom workflow tooling Business-intelligence dashboards Reporting automation Forecasting models Customer-journey mapping Operations dashboards
The contrast

Most Automation & CRM agencies vs. how we run it.

If you have worked with a marketing agency before, you have probably seen the column on the left. Here is what we do instead.

Stop

What most agencies sell

  • CRM with 47 custom fields, 12 of which anyone actually uses
  • Zapier spaghetti held together by hope and one freelancer's memory
  • Lead routing that takes 6 hours to put a hot enquiry in the right inbox
  • Reports built in spreadsheets because the dashboard never works
Start

How we run Automation & CRM

  • Pipeline designed around your actual sales process, not the template
  • Documented automation map — every trigger, every owner, in one place
  • Speed-to-lead inside 5 minutes via routing rules and on-call escalation
  • Live dashboards on the metrics that move your number, refreshed nightly
Tailored playbooks

Twelve free playbooks — one per industry — for Automation & CRM.

Every industry runs Automation & CRM a little differently. These playbooks are tuned to the specific audit baselines, deliverables and success signals of each vertical we work with.

PLAYBOOK

Automation & CRM for Eco / Energy / Heating / Solar

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Eco / Energy / Heating / Solar.

Open the playbook →
PLAYBOOK

Automation & CRM for Health & Wellbeing

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Health & Wellbeing.

Open the playbook →
PLAYBOOK

Automation & CRM for Real Estate & Property

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Real Estate & Property.

Open the playbook →
PLAYBOOK

Automation & CRM for Automotive

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Automotive.

Open the playbook →
PLAYBOOK

Automation & CRM for Events & Entertainment

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Events & Entertainment.

Open the playbook →
PLAYBOOK

Automation & CRM for Beauty & Personal Care

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Beauty & Personal Care.

Open the playbook →
PLAYBOOK

Automation & CRM for Hospitality, Food & Drink

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Hospitality, Food & Drink.

Open the playbook →
PLAYBOOK

Automation & CRM for Trades & Home Services

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Trades & Home Services.

Open the playbook →
PLAYBOOK

Automation & CRM for Professional Services & B2B

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Professional Services & B2B.

Open the playbook →
PLAYBOOK

Automation & CRM for Recruitment & Careers

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Recruitment & Careers.

Open the playbook →
PLAYBOOK

Automation & CRM for Combat Sports & Fitness

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Combat Sports & Fitness.

Open the playbook →
PLAYBOOK

Automation & CRM for Personal Brands & Creators

Automation & CRM tuned to the buyer journey, regulatory backdrop and proof model of Personal Brands & Creators.

Open the playbook →

Browse all 144 playbooks →

Local programmes

Automation & CRM in twenty locations.

UK South Coast and Costa Blanca — tap a location for the local programme tuned to that buyer market.

Free playbook

The Closed-Loop Pipeline Blueprint

Pipeline design, automation map, dashboard set, and dunning rhythm. The reference architecture that turns a leaky CRM into a forecast you can trust.

No spam. One playbook, one follow-up email a week later asking what landed and what didn’t. Unsubscribe in one click.

The cost of waiting

Every quarter on a broken pipeline is revenue the sales team felt and could not close.

Speed-to-lead, deal-stage triggers, follow-up sequences — the difference between a working CRM and a broken one is normally 20-30 per cent of revenue, sitting at various points in the funnel that nobody is owning.

Book the discovery call →
What stays yours forever

You own everything we build — from day one.

No proprietary lock-in. No "the agency keeps it." Six guarantees that travel with you whether you renew or walk.

01

A written 90-day roadmap

Owners, dates, deliverables, success signals — ready to hand to any successor team.

02

Every asset under your domain

Pages, copy, creative, automations, dashboards — all hosted, owned, and exportable by you.

03

Documented brand voice + design system

The reference your future writers, designers and freelancers actually follow.

04

Tracking + reporting infrastructure

GA4, server-side tags, CRM dashboards, weekly portal reports — transparent, auditable, yours.

05

A quarterly compounding loop

Roadmap refreshed against actual signals every 90 days — no rolling busywork.

06

No proprietary lock-in

Every tool is industry-standard. Walk away at any 90-day boundary with everything intact.

Pricing bands

Three productised bands. Tailored quote within two business days.

Every Automation & CRM engagement is scoped on day one and quoted in writing. The bands below are where most operators land — we’ll send a tailored band before the discovery call so you know whether we’re in the right room.

Foundation

£1,500–3,000

per month · 90-day cycles

For founder-led service businesses up to ~£1m turnover that need a single pillar running properly.

  • 1 pillar productised, scoped on day one
  • ~6 deliverables per week into your portal
  • Founder time: ~30 min per week
  • Setup: full audit + 90-day roadmap in week one
  • Ownership: every asset under your domain
  • Walk-away rights at every 90-day boundary
Book a Foundation call →
Architect

£6,000+

per month · 90-day cycles

For multi-location operators at £5m+ stacking 5+ pillars across two locales.

  • 5+ pillars stacked, with a dedicated architect
  • ~20+ deliverables per week, multi-locale
  • Founder time: ~2 hrs per week
  • Setup: full strategy programme + ops architecture
  • Bilingual EN/ES across UK + Costa Blanca
  • Board-ready quarterly reporting + custom dashboards
Book an Architect call →

All bands run on rolling 90-day cycles. No lock-in, no auto-renew traps, no proprietary tooling. Quoted in writing within two business days of the discovery call.

Three ways to get this work done

You don’t have to hire us to use our Automation & CRM system.

Most operators start by reading the playbook, then book a call when they have a specific blocker. A few want a senior pair of hands embedded for a sprint. Pick the entry point that matches the next 90 days — you can move between them at any cycle.

DIY · Self-serve

Read the Automation & CRM playbook

For founders and in-house teams running automation & crm themselves. Free, no email-gate.

From £0

12 free playbooks · templates from £49

The same audit checklist, GA4 spec, deliverable templates and 90-day roadmap we run on retainer. Read, copy, run.

  • Pillar playbook — 50+ pages of real practitioner detail
  • Audit checklist — the 8–10 things we check in week one
  • Industry adaptations — how it plays in your vertical
  • Office hours twice a month for review and questions
Open the playbook →
DWY · Done with you

Coaching & embedded sprints

For teams that have the hands but want a senior automation & crm practitioner reviewing the work each week.

From £750 / mo

Coaching · cohort · sprint

Weekly 1:1 or team coaching, a custom-built course for your stack and industry, plus optional embedded sprints when a deadline bites.

  • Weekly 90-minute coaching with a named senior practitioner
  • Custom course built for your team and tools
  • Embedded sprints — we sit in your tools for 1–2 weeks
  • Audit pack with named owners and dated next steps
See coaching plans →
Most chosen
DFY · Done for you

Productised Automation & CRM retainer

We run the pillar end-to-end on rolling 90-day cycles. Fixed scope, fixed weekly delivery, no traps.

£1,500 – £6,000+ / mo

Foundation · Compound · Architect

The bands above. Server-side tracking from form-fill to closed-won, weekly delivery into your portal, walk-away rights at every cycle.

  • Productised pillar with named owner and dated 90-day roadmap
  • Server-side tracking from form-fill to closed-won
  • Weekly delivery against fixed scope — no surprise invoices
  • You own everything — tools, data, accounts, content
Book a discovery call →
FAQ

Honest answers, before the call.

Six questions we get asked on almost every Marketing Automation discovery call. If yours isn’t here, drop it in the contact form and we’ll answer in writing within a working day.

Twelve industries

Automation & CRM — tuned to your sector

Every productised programme is built off the same twelve-pillar method, but the deliverables, the cadence, and the language flex by industry. Pick yours below to see how Automation & CRM looks for your sector.

Eco / Energy / Heating / Solar

Solar installers, MCS heat-pump engineers, retrofit specialists, EV-charge installers

Industry hub → Playbook →

Trades & Home Services

Builders, electricians, plumbers, kitchen-and-bath, landscaping, decorators

Industry hub → Playbook →

Health & Wellbeing

Private GPs, physios, dental, aesthetics, mental health, allied health

Industry hub → Playbook →

Beauty & Personal Care

Salons, aestheticians, brow studios, lash technicians, hair-loss specialists

Industry hub → Playbook →

Hospitality, Food & Drink

Restaurants, hotels, wedding venues, distilleries, specialty F&B

Industry hub → Playbook →

Real Estate & Property

Estate agents, lettings, property management, holiday rentals, developers

Industry hub → Playbook →

Automotive

Dealerships, indie workshops, MOT centres, classic-car restorers, paint & body

Industry hub → Playbook →

Events & Entertainment

Venues, agencies, performers, festival operators, AV companies

Industry hub → Playbook →

Combat Sports & Fitness

Boxing gyms, MMA, BJJ, strength & conditioning, PT studios

Industry hub → Playbook →

Professional Services & B2B

Consultancies, accountancies, law firms, B2B SaaS, agencies

Industry hub → Playbook →

Recruitment & Careers

Recruitment agencies, executive search, careers coaching, candidate-led brands

Industry hub → Playbook →

Personal Brands & Creators

Founders, coaches, consultants, creators, advisors

Industry hub → Playbook →

Ready to begin

Start your Marketing Automation project.

Thirty-minute discovery call, free, no commitment. We’ll confirm the right pillar (or programme), send a tailored band before the call and a written proposal within two business days.

Operating across the Weir family network — Josh Weir·Mark Weir·Weir Digital Media·CMW Consultants