You’re one step closer to better follow-up.

Thanks for requesting your 30-day free CRM trial.

We’ll review the information you submitted and contact you to help get your CRM set up around the way your business handles leads, enquiries and appointments.

Your request has been received. No need to submit the form again.

BMA

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NEW LEAD Received ✓

READY

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CRM Trial Request Received just now

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BMA Follow-Up Next step

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CRM Setup Configured for your business

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Skippy – Business Marketing Agency mascot

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Request received We'll take it from here.

WHAT HAPPENS NEXT?

We’ll help turn the CRM into a system your business can actually use.

01

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We review your business

We’ll look at how leads currently reach you, how you follow them up and where opportunities may be slipping through.

02

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We help set up the CRM

We’ll help structure your contacts, pipeline, conversations and the basic workflows needed for your trial.

03

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We connect the follow-up

Depending on your setup, we can connect forms, SMS, email, missed calls, appointments and lead notifications.

THE GOAL

From enquiry to follow-up without relying on memory.

01 New lead Form, call or campaign

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02 CRM captures it Contact and opportunity

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03 Follow-up starts SMS, email and tasks

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04 Appointment booked Opportunity moves forward

WHILE YOU WAIT

Keep doing business. We’ll help with the follow-up system.

If there is something specific you want your CRM to automate, tell us when we contact you.

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