Behind the feed · CRM, follow-up & workflow

Every lead from social lands somewhere. Every one gets a reply.

Social only pays off if the conversations it starts actually go somewhere. When inquiries live in DMs, inboxes, spreadsheets, and someone's phone, things slip. We set up the customer list, follow-up, and pipeline behind your feed, using HubSpot or whatever you already have.

Book a Social Audit What you'd actually get

Sound familiar?

What "the system is broken" usually looks like.

DMs never make it into the CRM.Someone asked a real question on Instagram. It never got logged, and nobody followed up.
The customer list lives in three places.So nobody can pull a list of past customers, or even know who they are.
The pipeline is in someone's head.Who's a lead, who's in conversation, who's booked, who's done: there's no one screen that shows it.
Follow-up depends on memory.Quotes and inquiries that went quiet never get a second touch.
You paid for a CRM but nobody uses it.Half-configured, missing data, painful to update. So the team works around it.

What you'd actually get

One customer list, one pipeline, one source of truth.

The point isn't the tool. It's that every lead, from social or anywhere else, is captured, followed up, and visible.

CRM cleanup & lead capture

Existing customer data pulled out of PDFs, spreadsheets, and inboxes, cleaned up and deduplicated.
HubSpot (or your existing CRM) configured around your real stages.
Leads from social, forms, and calls dropping into the CRM with the right tags and source.
Customer history searchable in one place.

Pipeline, follow-up & workflow

One pipeline view: who's a lead, who's in conversation, who's booked, who's done.
Same-day first replies and follow-up sequences for quiet inquiries and past customers.
Scheduling and notes that the whole team can trust.
Monthly reporting tied back to the social scorecard.

Recent

What this has looked like.

Behind the feed · CRM & customer list

From filing cabinets to a working customer list

Problem: Decades of estimates, invoices, and client records in PDFs and filing cabinets. No way to reach past customers. What changed: 8,000 records pulled out, cleaned up, and stood up in a working CRM with follow-up sequences. Outcome: The team can pull a list by service, region, or year and run a campaign in an afternoon.

Growing business · Pipeline & follow-up

A pipeline you can see, running in the first month

Problem: Leads landing in email, voicemail, and Facebook DMs, with nothing tracked. What changed: Lead capture wired into one CRM, a pipeline view the owner checks each morning, and automatic follow-up on quiet inquiries. Outcome: Fewer dropped balls and a clearer picture of where the business actually is.

We don't name clients without their permission.

Honest answers

What you're probably wondering.

"Do I have to switch to HubSpot?": No. If what you have works well enough, we'll clean it up and configure it properly. If it doesn't, we'll show you the cost and what improves before moving anything.
"Is this separate from social?": It can be, but it works best together. Most clients add this once the Social Audit shows leads from social are slipping through.
"What about training my team?": Built in. We sit with the people who'll actually use it and give it a few weeks of office hours so the habit sticks.
"What does it cost?": Every engagement starts with the Social Audit: $1,250, fixed. Ongoing work typically starts around $3K/month after that, scoped to the scorecard lines that matter most to you. No long contracts; pause, scale, or stop monthly.

Next step

Start with a Social Audit.

$1,250, fixed. The audit shows where leads from social and everywhere else are slipping, and what's worth fixing first.

Book a Social Audit ben@humansnrobots.com

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