Never lose a lead to a slow reply
The first business to reply usually wins the job. We set up instant replies, reminders and follow-ups, and connect the tools you already use, so enquiries are answered even when you're busy.
The first business to reply usually wins the job, and most small teams cannot answer every form, call and message within minutes. We set up marketing automation so every enquiry gets a quick, clear reply, reminders go out on time, and your forms, calendar, email and CRM stop needing someone to copy things between them. It is speed to lead without hiring another person.
How it works
- 1
Map how enquiries arrive
We list every place a customer can reach you, such as forms, calls, texts, chat and email, and where each one ends up today.
- 2
Design the follow-up
We write the replies, reminders and handover rules together with you, in plain language and your tone.
- 3
Build and connect
We set up the CRM, automations and connections in your accounts using HubSpot, Zapier, Make, CallRail or the tools you already own.
- 4
Test and approve
We test every path, including missed calls and odd entries, and nothing goes live until you approve it.
- 5
Watch and tune
Each month we check reply times and lost leads, fix what is slow, and report in one short call.
What's included
Instant replies
Every form, message and missed call gets a reply within a minute.
Booking reminders
Text and email reminders that cut no-shows.
Review requests
Sent automatically after each job or visit.
CRM setup
Every lead and conversation in one place, such as HubSpot.
Website chat
An assistant that answers common questions and hands over to your team.
Tool connections
Your forms, calendar, email and CRM working together.
What is speed to lead and why does it matter for Canadian businesses?
Speed to lead is how quickly your business responds after someone enquires. People often contact two or three businesses at once, so the one that answers first is usually the one that gets the conversation.
For clinics, trades, law firms and agencies that spend money on ads or search, a slow reply wastes some of that spend. Automation does not replace your people. It acknowledges the enquiry in minutes, asks what it needs, and lets a person take over for anything real.
A simple test is to submit your own contact form tonight and see how long it takes to hear back. If the answer is the next morning, or never, that is the gap we close first.
What does a marketing automation agency in Canada set up?
We set up the replies, reminders and tracking that sit between your website and your team. The exact list depends on your business, and these are the usual pieces.
- Instant email or text replies to every web form, with your hours and next steps
- Missed-call text-back and call tracking with CallRail
- Booking confirmations and reminders to cut no-shows
- Review requests sent after each job or visit
- Lead routing so the right person is notified straight away
- Follow-up sequences for quotes that have gone quiet
- A website chat assistant that answers common questions and hands over to your team
- A monthly check of reply times and lost leads
Every piece is optional. A dental office may only need reminders and review requests, while a contractor may care most about missed-call replies and quote follow-up, so we start with the few that fix your biggest leak.
How does HubSpot setup work for a small business in Canada?
HubSpot setup means getting your contacts, forms, pipeline and follow-up into one tidy system that your team will actually use. We build it in your own HubSpot account, so you own the data from day one.
We start with the simplest version that fits: a clean contact record, a pipeline with stages your team recognizes, forms on your website feeding it, and email or text follow-up on top. We then train your team and keep it simple, because a CRM nobody opens is worse than none. If you prefer another tool, we also connect Zapier or Make to what you already use. A marketing audit is a good first step if you are not sure what you have.
How much does marketing automation cost in Canada?
Cost has two parts, the one-time setup and the software you subscribe to, and we quote the setup as a fixed price after a free 30-minute call. Software is billed by the vendor to you, in your name.
- Setup is a fixed-scope project, priced by how many systems and sequences we connect
- HubSpot, Zapier, Make, CallRail and text messaging services have their own subscription fees, which depend on your plan and volume
- Ongoing tuning is optional and month-to-month, with 30 days' notice
We always tell you the software costs before you sign up, so there are no surprises after launch.
What results can we honestly expect from automation, and when?
You can expect faster replies and less manual admin within days of launch, because the setup runs from the moment it is approved. Whether that turns into more booked jobs depends on your offer, your pricing and how your team handles the conversation afterwards.
Automation fixes delay and dropped follow-up. It does not fix a weak website or an unclear offer, and we will tell you if that is the real problem. Your monthly report shows reply times, enquiries and bookings so you can see the change for yourself, and clinics and professional firms can read more on the clinic and professional services pages.
We also keep the system light. Every message is short, easy to opt out of, and written so that a real person can step in at any point without the customer having to repeat themselves.
Is automated follow-up allowed under CASL and privacy law?
Yes, when it is done with consent and an easy way to opt out. CASL covers commercial email and text in Canada, and privacy laws such as PIPEDA, BC and Alberta PIPA and Quebec Law 25 cover how you handle personal information.
We build consent wording and unsubscribe options into every form and message. Marketing forms never collect health information, and we do not put customer data into AI tools without consent. We write to your regulator's current standards where one applies, and your own advisor has the final say on legal questions.
What changes for you
- Faster replies to every enquiry
- Fewer no-shows
- Less copying and chasing for your team
A good fit if…
Enquiries wait hours for a reply, or your team spends time on the same admin every day.
Works well for
Questions about automation and follow-up
Will customers know the reply is automated?
Instant replies are short and clear, and a person takes over for anything real. We never pretend a bot is a person.
Can we keep our current CRM?
Often yes. We connect it with Zapier or Make, or move you to HubSpot if that makes more sense for you.
What happens to enquiries after hours?
They get an immediate acknowledgement with your hours and the next step, and the right person is notified for the morning.
Do we need to be technical to run this?
No. We set it up, document it in plain language, and show your team the few things they will use each day.
Who owns the accounts and data?
You do. The CRM, forms, automations and lists are all set up in your name.
Can the system text missed callers?
Yes, where your phone and call-tracking setup allows it, and with consent wording that meets CASL.
How long does setup take?
Simple setups can be done in a couple of weeks and larger ones take longer. We give a timeline in your fixed written quote.
Do you set up chat assistants?
Yes. They answer common questions from information you approve and hand over to your team for anything else.
Ready to talk about automation and follow-up?
Book a free 30-minute call. We'll look at your setup and tell you honestly where to start.