Zee Gilmore Consulting
Leadership and relationship coaching · UAE and Saudi ArabiaShort assessments that score themselves, email a personal report and add each lead to the CRM.
- Assessments
- CRM integration
- Personal reports
Automations and CRM
Never miss an inquiry. Stop the copy-paste.
We join up your phone, inbox, forms and calendar so every inquiry lands in one place, gets a quick reply and is followed up without anyone having to remember.
The problem
Sound familiar?
Inquiries come in five different ways.
Calls, emails, forms and DMs live in different places, and some slip through.
Replies wait until someone's free.
By the time you get back to them, they've booked someone else.
Your week disappears into admin.
Copying details between tools, chasing invoices and sending the same emails by hand.
The difference
Less admin. Not more software.
- 01
Fix the process, then automate it
Automating a messy process only makes the mess faster. We map how inquiries and jobs really move through your business, cut the steps you don't need, then automate what's left.
- 02
Automatic, not robotic
Messages go out in your voice and stop the moment someone replies, books or asks for a person. Anything that needs judgment still comes to you.
- 03
Built on tools you own
We connect what you already pay for where it still earns its keep, set it up in your name and leave notes your team can follow. Nothing only we can fix.
What you get
From first inquiry to finished job
Every inquiry, caught
- Calls, emails, forms and messages gathered into one CRM
- A text back when you miss a call
- A quick reply that says who you are and what happens next
- Each inquiry given an owner, so nothing sits unanswered
Follow-up that runs itself
- Follow-ups until someone books, replies or says no
- Quotes chased after they're sent
- Booking links and appointment reminders
- Everything stops the moment a customer replies
After the job
- Invoices and payment reminders sent for you
- Review requests sent once the job is done
- A thank-you, and an easy way to refer a friend
- Past customers reminded when they're due again
Running it with confidence
- Your existing tools connected rather than replaced, where they still earn their keep
- Tested with your real work before handover
- A plain-English guide for your team, and an alert if something stops working
- Every login in your name
fixed price · quoted after the audit · Most setups are running within a few weeks.
Recent projects
Automations we've built
The Santiago Guide dashboard
Travel directory · Santiago, ChileThe private tool behind our city guide: listings, events, articles and the newsletter, prepared automatically and approved by a person.
- Automation
- Approval at every step
- Our own project
You'll stop · You'll start
What changes when it's running
Stop
Finding inquiries days laterStartSeeing every inquiry in one place
Calls, emails, forms and messages land in one list, each with who it's from and what they need.
Stop
Calling back after they've booked someone elseStartReplying while they're still interested
A quick reply and a missed-call text-back, so nobody waits until you're free.
Stop
Remembering who to chaseStartLetting follow-ups send themselves
Quotes, reminders and review requests go out on time, and stop when someone replies.
Stop
Copying details between toolsStartTyping it in once
Your tools pass the details along, so the CRM, calendar and invoices all match.
How it works
Four steps. No surprises.
Free · no commitment
Audit
We look at your website, your systems and your numbers. Back in 48 hours.
Plan
A written plan and a fixed price. Yours to keep.
Fixed price · only if you say yes
Build
We set it up and test it with your real work. Weeks, not months.
Hand over
You own every login. We show your team how it runs.
You decide after step 2. Only pay if you like the plan.
Why us
Built to run without you, and without us
- Fixed price, agreed up front
- Every account and login in your name
- Plain English, no jargon
- We fix the process before we automate it
- Messages written in your voice
- Tested with your real work, with a guide your team can follow
Questions
Automations and CRM: your questions
Which CRM do you use?
Whichever fits your business and budget, often one you already pay for. We recommend one after the audit.
Will it feel robotic to my customers?
No. Automatic messages are written in your voice, and anything that needs a person still goes to a person.
What if something breaks?
We test everything with your real work before handover, and you get a simple guide for the common fixes.
Should I fix the process before automating it?
Yes, and we do that first. Automating a messy process only makes the mess faster.
What happens when a customer replies?
The automation stops, and the conversation goes to whoever looks after that customer, with the history in front of them. Nobody gets a reminder after they've already booked.
Can we start small?
Yes, and we'd usually suggest it. We start with the gap that costs you the most work, such as missed calls or slow replies, get it running, then add more.
Are there running costs after setup?
The tools have their own subscriptions, in your name, paid directly to the provider. The plan lists them before you agree to anything, and often we cancel a tool or two you no longer need. If you'd like us to keep it running and adjust it as your business changes, we offer ongoing support for a fee agreed up front.
Not sure it's the right fix?
Take the two-minute Gap Score and see where your business is leaking time and leads first.