ONE CONNECTED PARTNER.
WEBSITE
Help people find what they need and take the next step.
BRAND CREATION
Give your ambition an identity and a creative language of its own.
GROWTH MARKETING
Connect your message, content, and campaigns around your audience.
BUSINESS AUTOMATION
Make follow-up and repeatable tasks work more smoothly together.
PRODUCTS
Support your digital presence with essential business infrastructure.
Not sure where to start?
YOUR NEXT MOVE STARTS HERE
SERVICES
Help people find what they need and take the next step.
UI/UX DesignWebsite DevelopmentWebsite Re-DevelopmentEcommerce DevelopmentWebsite MaintenanceCustom DevelopmentWebsite OptimizationExplore websiteGive your ambition an identity and a creative language of its own.
BrandingLogo DesigningGraphic DesigningVideo ProductionExplore brand creationConnect your message, content, and campaigns around your audience.
Email MarketingContent MarketingWhatsApp MarketingGoogle AdsSocial Media MarketingLinkedIn Growth MarketingSEOExplore growth marketingMake follow-up and repeatable tasks work more smoothly together.
Sales Funnel AutomationLead Nurture AutomationAI AgentsAI ChatbotExplore business automationSupport your digital presence with essential business infrastructure.
SSL CertificatesEmail SolutionsManaged Premium ServersExplore productsA good conversation is a good start.
SALES FUNNEL AUTOMATION / FROM ENQUIRY TO OPPORTUNITY
Connect enquiries, qualification and sales handover, so your team knows who to contact, why they’re a fit and what happens next.
Share your lead source, tools and biggest bottleneck.
ONE CONNECTED FUNNEL
ILLUSTRATIVE
WORKFLOW
01 / CAPTURE
Source, contact details and useful information.
02 / QUALIFY
Use agreed criteria, with review when needed.
READY FOR SALES
Hand over with the right context.
NEEDS MORE TIME
Continue within the agreed journey.
A clear next step for both paths. Your rules, agreed before the build.
Creative partnerships across the wider Webytag team.
Names represent wider Webytag partnerships, not sales funnel automation projects specifically.
SPACE FOR THE PROOF
Space for approved client projects. These examples remain placeholders until real delivery details and outcomes are supplied.
PROJECT PLACEHOLDER
ENQUIRY TO SALES
Client name to be added
PROJECT PLACEHOLDER
SALES VISIBILITY
Client name to be added
PROJECT PLACEHOLDER
BOOKING JOURNEYS
Client name to be added
Placeholder projects. Approved client details and outcomes will replace this content.
START WITH THE FRICTION
More leads only help when your team can work them. Start where capture, qualification or sales ownership currently breaks down.
Forms, campaigns and inboxes leave your team piecing together the same lead.
No clear criteria or owner means promising enquiries can sit untouched.
Stages change, but your team cannot easily see who should act or what comes next.
PRACTICAL STARTING POINTS
Start with the bottleneck. We map the source, qualification rules, sales owner and next step before connecting the tools.
01
Bring enquiries into an agreed record with the source and context your team needs.
WHAT WE PLAN
Lead sources, fields, duplicate handling, contact eligibility and CRM access.
WORKING TOWARDS
A consistent entry point with fewer manual transfers.
02
Use agreed criteria to send an enquiry to the right owner or next step.
WHAT WE PLAN
Fit criteria, routing branches, team availability and escalation rules.
WORKING TOWARDS
Clear ownership with a reason behind each handover.
03
Connect the next conversation to the lead record and the person responsible.
WHAT WE PLAN
Calendar availability, required context, notifications and status changes.
WORKING TOWARDS
A practical handover your sales team can act on.
04
Make stage changes and pending next steps easier for the team to follow.
WHAT WE PLAN
Stage definitions, task triggers, reporting fields and pause or exit rules.
WORKING TOWARDS
An understandable pipeline with useful next actions.
THE LOGIC BEHIND THE FUNNEL
Explore three illustrative workflows. Your actual sources, rules and platforms are reviewed before the scope is agreed.
Turn an incoming enquiry into a qualified record with a clear owner.
Keep the source and enquiry details.
Check required fields and duplicates.
Review against agreed fit criteria.
Assign sales with useful context.
Help an eligible lead move from interest to an agreed sales conversation.
Capture the enquiry and context.
Agree whether a call is appropriate.
Confirm the slot and booking details.
Share context with the sales owner.
Keep the next action tied to the stage, so ownership stays visible.
Record the lead’s current sales stage.
Create the agreed next action.
Make the action visible to its owner.
Update the record after the action.
FUNNEL DESIGN / QUALIFICATION
Agree what makes a lead ready and when someone should review it.
Qualification rules should reflect your sales process. We agree the information you need, how to handle incomplete records and when a person should review an enquiry. A score alone does not guarantee a good lead.
FUNNEL DESIGN / OWNERSHIP
Define who receives the lead, the context and the next action.
Define who receives the lead, which context travels with it and what happens if the connection fails or an owner is unavailable. Confirm pause rules when someone replies, books or becomes a customer.
These are illustrative workflow concepts, not completed client case studies or verified performance results.
WHAT’S INCLUDED
A clear pipeline, connected lead records, agreed routing and tested handovers. Your proposal makes the deliverables and responsibilities clear.
Define the entry points, sales stages and next action at each step.
DELIVERABLE
Sales funnel map
Agree source tracking, required fields and duplicate handling.
DELIVERABLE
Lead capture and data plan
Define fit criteria, routing branches and review points.
DELIVERABLE
Qualification and ownership rules
Review platform access, calendars and integration feasibility.
DELIVERABLE
Integration plan
Test submissions, routing, bookings, stage changes and failed connections.
DELIVERABLE
Funnel workflow for review
Document ownership, useful measures and agreed support.
DELIVERABLE
Handover and reporting plan
Your sales process and tools shape the scope.
We clarify landing pages, copy, CRM cleanup, software subscriptions, sending costs and ongoing support in the proposal. Advertising and ongoing campaign management are included only when agreed.
CLARITY AT EVERY STAGE
Map your sales process, agree the routing logic, test the branches and hand over a funnel your team understands.
DISCOVER
Review lead sources, your current pipeline and where handovers fail.
WHAT WE NEED FROM YOU
Share your lead sources, sales stages and current handover.
YOU LEAVE WITH
A sales funnel brief
DESIGN
Agree stages, fit criteria, ownership and the next action.
WHAT WE NEED FROM YOU
Confirm qualification criteria, routing and lead ownership.
YOU LEAVE WITH
An agreed funnel scope
BUILD
Connect tools and test entries, routing and failure scenarios.
WHAT WE NEED FROM YOU
Provide tool access and review the test scenarios.
YOU LEAVE WITH
A funnel workflow for review
HANDOVER
Document the workflow, reporting and agreed support.
WHAT WE NEED FROM YOU
Confirm who owns the funnel and monitors the next action.
YOU LEAVE WITH
A handover guide and launch plan
Tell us where leads arrive, how you qualify them and when sales takes over. We’ll discuss a practical starting workflow and agree the scope before implementation.
No technical brief needed.
CLIENT FEEDBACK
Feedback from wider Webytag projects, sharing what it’s like to work with our team.
Support & problem-solving
“Loved the way how they have handled my problem”
Startup collaboration
“highly professional and commited team”
Website & graphics
“loved their works”
Short excerpts from published client feedback.
BEFORE THE FIRST CONVERSATION
CRM connections, lead quality, scope and setup costs. Get practical clarity before you enquire.
Tell us where enquiries come from and how your team moves them towards a sales conversation.
We’ll help you think through the right scope.
It connects agreed steps in your sales process, such as capturing an enquiry, checking fit, updating a CRM and assigning the next action. We map the process first, then automate the steps your tools can support.
Funnel automation connects entry points, qualification, pipeline stages and sales ownership. Lead nurture focuses on relevant follow-up while someone is deciding. A nurture journey can be one part of the wider funnel.
We review available APIs, permissions, field quality and platform plans before agreeing the connections. Integration feasibility and any additional services are clarified before implementation.
Landing pages, copy, advertising and campaign management can be discussed, but are included only when stated in the proposal. Funnel automation starts with the lead sources and sales process agreed in scope.
No fixed sales result is guaranteed. Performance also depends on your offer, traffic quality, sales team and market. We agree useful measures and the information your systems can reliably track.
We define failure handling, notifications and manual review points. Normal and failure scenarios are tested before launch, with an agreed owner for monitoring and ongoing changes.
The number of entry points, pipeline stages, integrations, data cleanup and approval steps affects the work involved. We confirm a scoped delivery plan. Software, sending costs and ongoing support are clarified separately.
LET’S CONNECT YOUR SALES PROCESS
Share where your leads come from, which tools you use and where sales gets stuck. We’ll discuss a practical first workflow.
PREFER EMAIL?
PREFER A QUICK CHAT?
Understand your current process and the outcome you need.
Review the tools, connections and rules involved.
Agree a scoped proposal before implementation begins.
One lead source and one bottleneck are enough to begin.
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