The layer that stops leads being lost between systems
Most leads a business loses were not lost to bad marketing. They were lost to a follow-up that never happened, because nothing was tracking them properly. This connects campaigns, website and CRM into one system: HubSpot, Zoho or Salesforce configured around how your team actually sells, server-side tracking so conversion data survives browser restrictions, and automation so a new enquiry gets a response in minutes.
What this covers
CRM Setup (HubSpot, Zoho & Salesforce)
Setting up or reconfiguring HubSpot, Zoho, or Salesforce so leads from every channel land in one place, with the pipeline stages and fields that match how your team actually sells.
- CRM setup & configuration
- Pipeline & lead-stage design
- Team onboarding
Server-Side Tracking & Conversions API
Server-side pixel and Conversions API setup for Meta and Google, so conversion data keeps flowing accurately even as browser-based tracking becomes less reliable.
- Server-side pixel setup
- Conversions API integration
- Cross-platform attribution
Marketing Automation Workflows
Automated follow-up sequences, lead scoring, and internal notifications, so a new lead gets a response in minutes, not whenever someone next opens their inbox.
- Automated email & follow-up sequences
- Lead scoring & routing
- Internal notifications & alerts
Performance Marketing & Optimisation
Ongoing optimisation once campaigns are live: lowering cost per lead over time and improving the landing pages that campaigns send traffic to.
- Funnel & landing page strategy
- Cost-per-lead optimisation
- Budget pacing & ROAS tracking
Growth Marketing
Running structured experiments across acquisition, conversion, and retention together, not just one channel in isolation, so a win in one place compounds instead of staying stuck there.
- Cross-channel experimentation
- Full-funnel testing, not just ads
- Retention & lifecycle campaigns
How this works in practice
The measurement problem underneath everything
Almost every reporting argument I get called into is really a tracking problem. Marketing counts leads one way, sales counts them another, and both numbers are defended for weeks because neither is verifiable. The disagreement is not about performance, it is about definitions nobody wrote down.
The fix is unglamorous: agree what a lead is, make the form capture it that way, make the CRM store it that way, and make the ad platform optimise towards that same event. Once the same definition runs end to end, the reporting argument disappears because there is only one number.
CRM set up to be used, not admired
I work with HubSpot, Zoho and Salesforce. The platform matters less than whether the pipeline stages match how your team actually sells, because a CRM that does not reflect reality gets worked around within a fortnight and then holds data nobody trusts.
Automation is added where it removes real work: routing enquiries to the right person, chasing follow-ups that would otherwise be forgotten, and moving records between stages on genuine triggers. Automating a broken process only makes it break faster, so the process gets fixed first.
Server-side tracking, and why it now matters
Browser-based tracking has been degrading for years through ad blockers, privacy defaults and shortened cookie lifetimes. The practical result is that platforms undercount conversions, then optimise against an incomplete picture, and your cost per acquisition looks worse than it is.
Server-side tracking through the Conversions API sends conversion data from your server rather than the visitor's browser, which is both more accurate and more durable. It is set up with consent handling in place, because attribution that ignores consent is a liability rather than an asset, particularly under UAE PDPL and GDPR.
Frequently asked
Which CRMs do you work with?
HubSpot, Zoho and Salesforce most often. If you use something else, get in touch and we will confirm fit.
What is server-side tracking and why does it matter?
It sends conversion data, such as a completed form, directly from your server to platforms like Meta and Google, instead of relying only on a browser pixel. It matters because ad blockers, cookie restrictions and iOS privacy changes have made browser tracking substantially less reliable.
We already have a CRM. Can you just fix the automation?
Yes. Most of this work improves or rebuilds automation inside a CRM you already own rather than replacing it.
What is a CRM and do I actually need one?
It is the system that holds every enquiry and what happened to it afterwards. You need one the moment enquiries are being tracked in someone's inbox or a spreadsheet, because that is the point at which leads start going missing without anyone noticing.
Can you connect my website forms to my CRM?
Yes, and it is usually where the real value is. A form that emails you is not a system: it cannot tell you which campaign produced the lead, whether anyone followed up, or what happened next.
Do you set up WhatsApp automation?
Yes, including routing enquiries into WhatsApp and pushing them into the CRM at the same time so a conversation on a phone does not become the only record of a lead.
What is server-side tracking and do I need it?
Browser tracking has been degrading for years through ad blockers and privacy defaults, so platforms undercount conversions and then optimise against an incomplete picture. Server-side tracking sends the conversion from your server instead, which is more accurate and more durable. You need it if you are spending meaningfully on ads.
Can you fix our existing tracking rather than rebuild it?
Usually yes, and I will audit it first. Most tracking problems are a handful of wrong definitions rather than a broken setup, and finding that out costs less than a rebuild.
Which CRM should we use?
It depends on team size, sales process and budget rather than on which is best in the abstract. HubSpot is the easiest to adopt, Zoho is the most cost-effective at scale, Salesforce is the most configurable and the most expensive to run. I will recommend one and explain the trade-off rather than defaulting to whichever pays a partner commission.
Can you migrate our existing data?
Yes, including deduplication and field mapping. Migration is usually where the hidden work is, because legacy data is rarely as clean as people remember, and I would rather find that in week one than in week six.
Is server-side tracking compliant?
It can be, and it is how I set it up: consent captured before tracking fires, and consent state respected downstream. I am not a lawyer and this is not legal advice, so for a formal position on UAE PDPL or GDPR you should speak to a qualified professional.
Still not sure if this is what you need?
Send it here and it comes straight to me. You will get a straight answer about whether I am the right fit, including when the answer is no.
Have a project in mind? Let's start it.
Whether it's a paid campaign, a website or app, or ongoing design and social support — tell me what you need and I'll get back to you with next steps.