Turn Every New Enquiry into a Managed Conversation
We design automation workflows and CRM systems that keep your leads warm, your team organised, and your marketing consistent. From follow-up emails to lead tracking and integrations, we’ll help you save time, respond faster, and convert more leads — without adding more work.
Most businesses don’t lose leads because of poor ads — they lose them because nobody follows up fast enough.
Marketing automation fixes that. At Off Piste, we help you connect your ads, website, and CRM so that every new lead is followed up automatically — and personally. Whether it’s sending the right email, assigning the right team member, or tracking the right metrics, our goal is simple: make sure every lead gets the attention it deserves.
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How We Bring Your Marketing Automation to Life
We don’t overcomplicate things — we simply make your marketing work smarter.
Here’s how we bring your automation to life, from understanding your customer journey to building systems that do the hard work for you.
✅ Map the Journey: We start by mapping your customer journey — from first click to conversion — to understand how and when your leads should be contacted.
✅ Build the Workflows: We design and build automation workflows that send the right messages to the right people at the right time.
✅ Connect the Systems: We link your website forms, ads, and CRM using tools like Zapier or native integrations so your data flows seamlessly.
✅ Optimise and Improve: We monitor performance and refine your workflows based on real-world results and feedback.
What’s Included in Our Automation & CRM Service
Whether you’re starting from scratch or improving what you already have, we’ll build the systems and workflows that keep your leads moving forward.
Here’s what’s included in our automation and CRM service:
✅ Workflow design and automation setup
✅ CRM configuration (HubSpot, ActiveCampaign, Zoho, and more)
✅ Lead scoring and tagging
✅ Automated follow-up emails and sequences
✅ Integration with ad platforms and forms (via Zapier or Make)
✅ Testing, monitoring, and ongoing optimisation
Why Having Efficient Marketing Automation Matters
Good automation doesn’t just save time — it changes how you work.
By connecting your ads, website, and CRM, you can respond faster, stay consistent, and free your team from repetitive admin.
Everything keeps moving, even when you’re not at your desk, so no opportunity slips through the cracks.
Here’s what that looks like in practice:
✅ Respond to new leads instantly — even outside office hours
✅ Nurture leads consistently without manual effort
✅ Free up your team from repetitive admin
✅ Get full visibility of every enquiry in your CRM
✅ Convert more leads with less stress
In the real world, that might mean automatically emailing brochure downloaders within minutes, assigning new leads straight to your sales team through your CRM, and following up with warm leads who haven’t yet converted. It could also mean re-engaging old enquiries with fresh offers automatically — keeping your pipeline active and your brand front of mind without adding extra workload.
Who We Work With
We work best with ambitious businesses who want more than vanity metrics. Whether you’re a holiday park looking for ownership leads, a college recruiting new students, or a service business ready to scale — if you want better-quality enquiries, you’re in the right place.
Supporting Services That Power Your Lead Generation
Lead generation doesn’t work in isolation. Here’s how we help you join the dots:
Paid Search Campaigns
Get found when people are ready to buy.
Social Media Advertising
Reach new audiences and re-engage existing ones.
Tracking & Analytics
Know exactly what’s driving your results.
Common Questions About Marketing Automation & CRM
What exactly is marketing automation?
Marketing automation is about setting up simple, smart systems that handle repetitive marketing tasks for you — like sending follow-up emails, tagging leads, or assigning enquiries in your CRM. It saves time, reduces admin, and helps you stay consistent without doing everything manually.
Do I need a specific CRM to get started?
No. We can work with most platforms — from HubSpot and ActiveCampaign to Zoho or even custom setups. If you don’t already have a CRM, we’ll help you choose one that fits your business and budget.
Will automation make my marketing feel less personal?
Not at all. The best automation actually improves personalisation by sending the right message to the right person at the right time. It helps you respond faster and stay relevant — without sounding robotic.
Can you connect our website and ads to our CRM?
Yes — that’s a big part of what we do. We use tools like Zapier or native integrations to make sure your forms, ads, and CRM all talk to each other. Every lead goes exactly where it should, instantly.
How long does it take to set everything up?
Most clients see their first automations running within 2–4 weeks, depending on the complexity of the setup. We start simple, prove what works, then build from there.
How do I know if automation is right for my business?
If you’re generating leads but struggling to follow up quickly or consistently, automation will make a big difference. It’s ideal for any business that values time, accuracy, and customer experience.
Let’s Automate Your Lead Follow-Up
We’ll help you design a simple, effective system that saves hours every week and never leaves a lead behind.
Book your Free Website & SEO Audit today and find out how automation can make your marketing work harder — not you.