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Montandon Ltd

Turn your website + CRM into a lead system that follows up for you.

We help UK businesses capture every enquiry, respond faster, and see what's actually in the pipeline. No fluff, no tool chaos, just a system that works.

Every enquiry captured and routed properly
Automatic follow-up so warm leads don't go cold
Clear pipeline and simple reporting you'll actually use

UK-based · Founder-led delivery · Fixed-price builds · Works with your current tools

For businesses like:ClinicsAccountantsLocal service firmsProfessional services

This is for you if…

You're getting enquiries, but follow-up is inconsistent
Leads land in the wrong place (or get missed entirely)
Someone is copying and pasting info between tools
You can't see the pipeline without digging
You want systems, not more marketing noise

What messy systems cost you (even when you're busy)

Most small businesses don't have a lead problem. They have a handling problem. Enquiries come in, then they drift. Someone forgets to reply. Quotes go out late. Follow-up is ad hoc. And the owner ends up doing admin at night.

Slow replies lose warm leads
Missed calls & forms never get chased
No consistent follow-up after quotes
No single view of your pipeline
Manual admin eats your evenings
Revenue leaks through the cracks

"If you're relying on memory, inbox search, and 'we'll get round to it', you're leaking revenue."

Pick your current setup. We'll show you what we'd fix.

Select the tools you use and your main pain points.

What do you use today?

website

email

crm

booking

accounting

forms

What's the main pain? (up to 3)

Based on your setup…

Likely leaks

  • Leads landing in different places with no consistent routing
  • No single view of pipeline or lead source
  • Admin eats time that should go into delivery

Quick wins

  • Route every enquiry into one simple pipeline
  • Auto-confirmation and follow-up sequences
  • Weekly pipeline snapshot so nothing stalls

What we'd build

Capture

Forms tracked properly

Route

Right person notified

Follow-up

Runs automatically

Report

Simple dashboard

Our Verdict:

"Select your tools to see where the leaks are."

What we build for you

A simple, joined-up system that turns interest into booked work.

Website that converts

Clear pages, clear offers, clear next step.

Lead capture

Every enquiry logged, tagged, and tracked.

CRM pipeline

One place to see who is in, who is next, and what is stuck.

Automation

Follow-ups, tasks, reminders, and handoffs happen automatically.

Reporting

Simple numbers you actually look at.

The Systems Audit (where we start)

If your tools feel messy, we start with an audit. We map what you have, find the leaks, and give you a clear plan to fix it. No guesswork. No "let's try a new platform". Just clarity.

A map of your current enquiry journey (website to sale)
Where leads are being lost or delayed
A list of quick wins we can implement fast
A simple pipeline and follow-up structure
A blueprint for integrations and automations
A 30-day action plan with priorities

What happens next? Once you've got the blueprint, we either build it for you on a fixed price, or you take the plan and run it internally.

Examples of what we fix (realistic scenarios)

These are example scenarios showing typical before/after outcomes.

Example: Clinic
Before

Enquiries from forms and calls handled manually.

After

All enquiries logged, confirmation sent, follow-ups automated, booking tracked.

Example: Accountant
Before

Referrals and website leads lost in inbox threads.

After

Lead captured into pipeline, automated chase sequence, clear next step tasks.

Example: Local service firm
Before

Quotes sent, then no consistent follow-up.

After

Quote follow-up workflow, reminders, 'won/lost' tracking, weekly pipeline view.

If you want to share your exact setup, the Audit is where we make this specific to your business.

Ways we help (depending on what you need)

MarTech and systems audit

Diagnose the mess, find the leaks, and get a plan that actually makes sense.

Includes

  • Stack review
  • Lead journey map
  • Quick wins
  • Blueprint and priorities

CRM setup and optimisation

Pipeline, stages, fields, views, and reporting that match how you sell.

Includes

  • Pipeline design
  • Lead source tracking
  • Automated tasks and reminders
  • Dashboards

Website and CRM integration

Forms, lead routing, and tracking that stop enquiries disappearing.

Includes

  • Form to CRM mapping
  • Routing and notifications
  • Auto replies
  • Spam protection

Automation and workflows

Follow-up, quoting, onboarding and handoffs that run without you chasing.

Includes

  • Follow-up sequences
  • Quote and booking workflows
  • Internal handoffs
  • Reporting snapshots

Ready to fix the mess?

Quick check: what could slow follow-up be costing you?

This is an estimate to illustrate the impact. Your numbers will vary.

Potential revenue at risk (estimate)

£5,250/mo

Many businesses see improved conversion when response time improves, but your numbers will vary.

Why work with Montandon

We focus on the system, not vanity metrics.
We make your tools work together instead of adding more tools.
We build in plain English so your team can actually use it.
You own what we build. No lock-in.
If we think you do not need us, we will tell you.

This is consultancy-level thinking with hands-on implementation, delivered in a way small businesses can actually adopt.

How it works

1

Discovery

Quick call to understand what's happening and what you're trying to achieve.

2

Audit

We map your enquiry journey and identify the leaks.

3

Blueprint

You get a clear plan: what to fix first, what to automate, what to measure.

4

Build

We implement the system on a fixed price.

5

Tune-up

We test, refine, and make sure your team can run it.

6

Support (optional)

Ongoing improvements and tweaks as your business grows.

Typical timelines: Audits are usually 1–2 weeks. Builds are usually 2–6 weeks depending on scope.

Pricing

Systems Audit

From £500

Fixed price, based on complexity

  • Stack review
  • Lead journey map
  • Quick wins
  • Blueprint with priorities
  • 30-day action plan

System Build

From £2,500

Fixed price implementation

  • CRM setup and configuration
  • Integrations and automations
  • Reporting dashboards
  • Training and handover
  • Post-build support

Exact pricing depends on your current setup and what needs connecting. We'll be clear upfront.

Common Questions

Request a Systems Audit

Tell us what you're using and what feels messy. We'll come back with the next step.