CRM & Systems Consulting

Structure meets speed. Back-end brilliance meets practical implementation.

When Fred’s strategic lens combines with Sam’s operational systems brain, you get a consulting engine that sees the full picture — and engineers it into reality.

This isn’t just CRM implementation. It’s a rewire of how your business handles lead flow, customer journeys, automation, reporting, and delivery — all with commercial outcomes in mind.

What We Cover

• CRM strategy, build, and optimisation (HubSpot, ActiveCampaign, Klaviyo, GoHighLevel and more)
• Sales pipeline design: lifecycle mapping, lead segmentation, qualification logic
• Email and SMS automation: onboarding, nurture, retargeting, win-back
• Form, quiz, and funnel integration across web and ad campaigns
• Dashboarding and reporting: pipeline tracking, source attribution, revenue forecasting
• Internal workflow systems: task management, fulfilment flow, ticketing
• Team training, SOPs and role-based dashboard views

What Makes This Different

Most CRM consultants speak in flowcharts. We speak in business language. Our strength is translation — taking your real-world friction, your messy backend, your inconsistent sales ops — and building a system that fixes it.

You’ll work with both Sam and Fred directly — bridging technical execution with commercial clarity. We don’t just build the thing. We make sure it makes you money, saves you time, and doesn’t fall apart when your team uses it.

Deliverables May Include

• CRM setup or re-architecture
• Visualised sales pipeline dashboards
• Automation maps + fully implemented sequences
• Tag and segment logic setup
• Lead source capture + attribution tracking
• Team access and workflow configuration
• Process documentation + training assets

Book a Systems Session

Whether you're buried in duct-taped tools or scaling and need infrastructure that can keep up — this is where it starts.

Or email Fred or Sam directly: fred@pathwayprosper.com