CRM & Marketing Automation

Never lose a lead to slow follow-up again. GoHighLevel CRM setup, automated lead routing, 5-minute follow-up workflows, and pipeline reporting.

What CRM Automation Actually Looks Like

80% of leads never become customers because nobody followed up fast enough. The first business to contact a lead wins roughly 40% of the time.

BRD Media builds CRM and marketing automation systems that capture every lead the instant they arrive, route them to the right team member, and trigger automated follow-up within 5 minutes.

We specialize in GoHighLevel because it combines CRM, email, SMS, pipelines, and automation in one platform.

Who CRM Automation Is Built For

Service businesses with high-intent leads

(med spas, clinics, law firms, home services)

Multi-location businesses

needing lead routing between locations

Businesses running paid ads

where every lost lead is wasted ad spend

High-ticket services

where fast follow-up determines who wins

Sales teams losing leads

to unclear ownership or dropped communication

Problems We Solve With CRM Automation

Leads are sitting unanswered for hours.

We set up automated SMS and email follow-up that fires within 5 minutes.

Your team does not know who should follow up.

Lead routing rules and automated task assignment eliminate confusion.

You cannot see your pipeline.

We build dashboards showing deals by stage, time-in-stage, and conversion rates.

Multi-location routing is broken.

We build conditional routing rules that send leads to the right location automatically.

What's Included

How It Works

1

Audit

We review your GA4, ad accounts, CRM, and lead flow to identify what is driving results and what is draining budget.

2

Strategy

We build a focused 90-day plan around the right channels, the right budget allocation, and clear conversion targets.

3

Launch

We develop the campaigns, landing pages, tracking, and automation needed to go live the right way from day one.

4

Optimize

We make weekly adjustments based on actual performance data, not assumptions, opinions, or platform spin.

5

Scale

Once a system proves it can produce results, we increase spend with confidence and expand what is working.

Why Chicago Businesses Choose BRD Media

BRD Media is a Chicago digital advertising agency built for local and regional service businesses that need more than disconnected freelancers and partial solutions. We manage the full growth stack under one roof — paid media, SEO, streaming audio, landing pages, CRM automation, and conversion tracking — so owners can stop guessing, start measuring, and build marketing that compounds over time.

CRM Automation That Is Actually Shipping

Premier IV Wellness — Multi-Location GHL CRM

Built the complete GoHighLevel CRM for a two-location IV therapy and GLP-1 clinic. Conditional lead routing between locations based on zip code, automated follow-up within 5 minutes, three membership tier pipelines.

Common Questions About CRM Automation

Which CRM do you recommend?

GoHighLevel for most local service businesses. HubSpot for more sophisticated reporting needs.

Yes, when done with proper consent and opt-out handling. We build TCPA-compliant workflows.

2-4 weeks for typical setup. Multi-location systems take longer.

Yes. WordPress forms, Typeform, Jotform, GHL-native forms, and most others.

Related Services

Email Marketing

Dedicated email sequence strategy

SMS Marketing

Deeper SMS campaign work

Lead Generation

Full-stack lead gen systems

Ready to Stop Losing Leads to Slow Follow-Up?

Book a free 30-minute strategy call. We will review what you are running, what is working, and what the next 90 days should look like.

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