CRM and sales automation setup strategy for automated lead response, distributor pipelines, and sales tracking across all states.
Why the current setup is ready for an upgrade
Contained Australia is generating 200+ leads/month across multiple states. The current Google Sheets dashboard can't keep up, and distributors are losing leads.
You're generating 200+ leads a month but losing them in a spreadsheet. This gives every distributor instant follow-up, automated nurture, and a visual pipeline - so the only thing they need to do is call the leads that are already qualified. You'll convert more of the leads you're already paying for.
At $15 CPL and 200+ leads/month, they're spending $3,000+/month on ads. Even a 10% improvement in conversion from better follow-up more than pays for the entire system in month one.
Leads submit a form and wait. No immediate text, no email, no confirmation. The faster you respond, the higher the conversion - and right now it's hours or days.
The volume of leads coming in has outgrown what a team can handle. A dedicated sales system with pipeline stages, ownership tracking, and follow-up reminders lets distributors focus on selling, not data entry.
Lead volume is growing faster than distributors can manually manage. A system that prioritises, automates first contact, and tracks follow-ups means they can handle more leads without dropping the ball.
No way to see which leads converted, which are stuck, or what stage each distributor's pipeline is at. Impossible to optimise what you can't see.
Automated touchpoints the moment a lead comes in
Research shows responding within 5 minutes makes you 21x more likely to qualify a lead. This automation ensures every lead gets contacted instantly.
The moment someone submits their phone number, they receive a text: "Thanks for your enquiry about Contained structures. We've received your details and a local specialist will be in touch shortly."
AutomatedThe built-in Conversation AI continues the text thread - asking qualifying questions (commercial or private? timeline? size requirements?) to warm the lead before the distributor calls.
AutomatedAutomated email with the Contained brochure, pricing guide, and key product info. Positions Contained as professional and responsive before anyone picks up the phone.
Automated3-5 email sequence over 14 days covering: product benefits, case studies/project photos, FAQs, and a "still interested?" re-engagement. Keeps Contained top of mind.
AutomatedVisual sales tracking for every distributor
Each distributor gets their own dashboard with a visual pipeline. Drag leads through stages. See exactly where every deal sits.
Each distributor gets their own CRM login. They only see their state's leads. Clean, simple, no cross-contamination between territories.
Per DistributorVisual Kanban board - drag leads from "New" to "Contacted" to "Qualified" to "Won." One glance shows exactly where every lead sits in the sales process.
Manual + AutoDistributors can add notes to each lead - objections, follow-up dates, pricing discussed. This creates a full history for every lead and helps optimise the sales process over time.
ManualA master view across all distributors. See conversion rates by state, time-to-close, and pipeline value. Data-driven decisions instead of guesswork.
AutomatedWhat changes for Contained Australia
From manual spreadsheet chaos to a fully automated lead-to-sale system.
| Capability | Today (Sheets) | Enhanced (CRM) |
|---|---|---|
| Speed to first contact | Hours / days | ✓ Instant (seconds) |
| Lead follow-up | Manual, inconsistent | ✓ Automated SMS + email |
| AI qualification | None | ✓ AI SMS conversation |
| Brochure delivery | Manual email | ✓ Instant auto-email |
| Nurture sequence | None | ✓ 5-email series over 14 days |
| Pipeline visibility | Flat spreadsheet rows | ✓ Visual drag-and-drop stages |
| Distributor dashboards | Shared sheet, all see all | ✓ Individual logins, own leads only |
| Sales reporting | Manual counting | ✓ Real-time conversion data |
| Lead notes & history | Spreadsheet comments | ✓ Full CRM history per lead |
Simple, transparent pricing
One-time setup, then a low monthly hosting fee. You own the system forever.
Complete CRM build, automation setup, pipeline configuration, and distributor onboarding. You own it forever.
Keeps the system running. Covers CRM platform costs, SMS/email sending infrastructure, and AI bot usage.
Monthly optimisations, new sequences, AI tuning, and system improvements. For when they want ongoing enhancements.
From kickoff to live in 21 days
Estimated 21 days from kickoff to fully live and tested.