An Introduction to CRM, Automation and Follow-Up
Turn more of the enquiries you already get into paid work
A free 45-minute session for founders of service businesses with 10 to 50 staff. Which CRM and AI tools to use, how they fit together, and why follow-up is where the money is.
What We'll Cover
Where the money leaks out
Most enquiries never become sales.
We map the exact enquiry-to-sale gaps that cost service businesses 20-30% of revenue, and what those gaps add up to over a year.
The 3 Stack CRM Setup
A CRM half the team uses is worse than none.
What a CRM actually has to do in a service business, which tools we use, and how the pieces connect from enquiry to invoice.
Follow-up that converts
Speed wins the job, persistence wins the rest.
How to respond in under 60 seconds, quote automatically, and keep following up until a lead buys or says no.
The three-layer stack, and the order to build it in
Build it in the wrong order and you pay twice.
How to avoid the Frankenstein of cheap tools, AI fads and connections nobody understands that most businesses end up paying for.
Francis Rodino gets it. He breaks down how to manufacture demand in a world drowning in choices. He has created a playbook for entrepreneurs who want to master lead generation and build a sustainable, scalable business.
What you'll walk away with
Three things you'll have by the end of the 45 minutes.
A clear picture of your own gap
Where enquiries are going quiet in your business, and roughly what that's costing you over a year.
The stack, named
The specific tools we use, what each one does, and what it costs for a business your size. No mystery, no "it depends".
The order to do it in
What has to be true before you touch any software, and what the first 90 days actually look like.
Meet your host,
Francis Rodino
Best-selling author and award-winning Founder of Lead Hero
Francis installs sales systems in founder-led service businesses. Over 300 so far, across construction, HVAC, engineering, recruitment and professional services, and nearly always the same picture. A CRM half the team uses, follow-up that happens when someone remembers, and quotes going quiet with nobody chasing.
That's the part of the business most teams ignore, and it's where the money is.
Before Lead Hero he spent 20 years building commercial systems for large brands, including growing Top Gear's international audience to 10 million at the BBC. He wrote Leads Machine, a 2026 Business Book Awards finalist with a foreword by Daniel Priestley, and he's a HighLevel Gold Award winner.
He runs this session every week, because the questions don't change and neither do the fixes. In it he walks through the Revenue Engine, the CRM, automation and AI follow-up setup he installs for service businesses with 10 to 50 staff, so you leave knowing exactly what to build and in what order.
As Featured In & Recognised By
Bonus: Get a free copy of the best-selling book, Leads Machine
Get the book instantly - the nine-step system to generate consistent, predictable sales in a service business.
- Register for the workshop
- Confirm your seat for the live session
- Get instant access to Leads Machine while you wait
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