Follow-Ups That Happen Every Time, Automatically
Every lead answered, every appointment reminded, every customer asked for a review, without adding hours to your week.
Loubane sets up marketing automation for businesses in Montreal, Quebec and across Canada. We connect your website forms, ads and booking tools to a CRM, then build automatic follow-ups, lead nurturing sequences, booking reminders and review requests in French and English, so no lead is forgotten and your team spends less time on repetitive tasks.
What marketing automation is, in plain language
Marketing automation is a set of rules that do your routine follow-up for you. When something happens, such as a form submission, a missed call, a booked appointment or a completed job, the system takes the next step automatically: it records the contact in your CRM, sends a confirmation, alerts the right person on your team, schedules a reminder, or starts a short series of helpful emails.
A CRM (customer relationship management system) is the central place where every lead and customer lives, with their history, source and status. Automation is what keeps that CRM moving. It does not replace the personal touch your customers expect; it makes sure the personal conversation happens sooner, with the right information in hand. The result is simple: faster responses, fewer no-shows, fewer leads lost in an inbox, and a clear view of where your business comes from.
Who it’s for in Quebec
- Contractors and home service companies juggling quotes, site visits and follow-ups
- Clinics, salons, spas and studios that live by their booking calendar
- Real estate brokers, mortgage brokers and insurance firms nurturing long decision cycles
- Professional firms that need intake forms, document requests and reminders
- Schools, training centres and event organizers managing registrations
- Online stores that want customer data shared between their store, email and support tools
Many Quebec businesses serve clients in both French and English. We store each contact’s preferred language so every automated message goes out in the right one.
What’s included
- CRM selection, setup or cleanup: pipelines, stages, fields, user roles
- Lead capture from website forms, landing pages, ad lead forms, chat and phone tracking
- Instant lead response: confirmation to the customer, notification to your team by email or text
- Lead nurturing sequences for people not ready to buy yet
- Quote follow-up reminders so no estimate goes unanswered
- Booking confirmations and reminders to reduce no-shows, with easy rescheduling
- Post-service review requests and referral prompts
- Re-engagement of past customers for seasonal or repeat services
- Integrations between your website, calendar, email platform, accounting or e-commerce tools
- Documentation and a short training session so your team knows how it all works
Our process
Discover
We map how a lead becomes a customer today: where people contact you, who answers, what happens next, and where things slip. This map shows which automations will save the most time or recover the most revenue.
Build
We set up the CRM, connect your tools and write each message in French and English. Every workflow is tested end to end with real scenarios before launch.
Launch
We switch workflows on in stages, watch them closely for the first weeks and adjust timing and wording based on how customers respond.
Grow
Once the basics run smoothly, we add lead scoring, segmentation, seasonal campaigns and deeper reporting.
Tools and platforms we use
We choose tools that fit your size and budget rather than forcing one platform:
- CRMs such as HubSpot, Zoho CRM and Pipedrive
- Email and SMS platforms such as Klaviyo, Mailchimp and ActiveCampaign
- Integration tools such as Zapier and Make to connect apps that do not talk to each other natively
- Booking tools and calendar integrations, including Google Calendar and Microsoft 365
- WordPress, WooCommerce and Shopify forms, checkouts and customer data
- Google Analytics 4 and call tracking to attribute leads to their source
Quebec and Canadian compliance notes
Automation sends a lot of messages, so the rules matter. This is general information, not legal advice.
- CASL: promotional emails and texts need consent, sender identification and a working unsubscribe link. Messages that simply confirm a booking or a transaction are treated differently from promotions, so we keep reminders and marketing sequences separate and tag consent on each contact.
- Law 25: Quebec’s privacy law requires you to protect the personal information you collect, limit access to it, and be transparent about its use. It also requires an assessment before personal information is communicated outside Quebec, which is worth knowing when your CRM stores data on servers elsewhere. We configure user permissions and data fields with this in mind.
- French language: customer-facing messages for Quebec clients should be available in French. Our templates are bilingual by default.
- Professional orders: regulated professionals may have extra rules on solicitation and testimonials, so we keep review and referral prompts within the limits your order sets.
We report what you earn, not just clicks
Automation is only worth it if it pays off. We measure:
- Response time from first contact to first reply
- Leads by source, and how many become booked appointments, quotes and paying customers
- Quote acceptance rate before and after follow-up sequences
- No-show rate on reminded appointments
- Reviews generated from post-service requests
- Revenue from re-engaged past customers
- Cost per lead and cost per customer when ads feed the system
Each month you receive a plain-language summary: what the system did, what it earned and what we will improve next.
Package ideas
| Need | Includes | Best for |
|---|---|---|
| Never miss a lead | CRM setup, form and ad lead capture, instant replies, team alerts | Service businesses losing leads in email inboxes |
| Fill the calendar | Booking integration, confirmations, reminders, rescheduling, review requests | Clinics, salons, studios and appointment-based services |
| Win more quotes | Pipeline stages, quote follow-up sequences, nurturing emails, sales reporting | Contractors, B2B services and brokers |
| Full customer journey | CRM, store and email integration, segmentation, re-engagement, monthly optimization | Growing businesses with several channels and team members |
How it connects with our other services
Automation sits at the centre of your marketing. Website design and SEO bring the leads, Google, Meta and TikTok Ads add volume, email and SMS marketing keeps customers engaged, and our chatbots and customer service automation answer questions after hours and hand qualified leads straight to your CRM. We build them to work as one system for businesses in Montreal, across Quebec and throughout Canada.
Digital marketing services that work together
Your website, SEO, ads and social media should push in the same direction. Explore each service:
Frequently asked questions
Which CRM should I use?
It depends on your team size, how you sell and what tools you already use. A small appointment-based business may need something simple, while a sales team with long cycles benefits from a full pipeline CRM. We recommend after mapping your process, and we can work with a CRM you already pay for.
What affects the cost of marketing automation?
The number of workflows, how many tools need to be connected, data cleanup and migration, bilingual message writing, and the CRM and integration subscriptions themselves, which you pay to the software providers. We quote after a short discovery session.
How long does it take to set up?
A focused setup, such as lead capture with instant replies and team alerts, typically takes 2–4 weeks. A complete CRM with booking, nurturing and review automations usually takes 4–10 weeks depending on integrations and data migration.
Do I own the CRM and the data?
Yes. Accounts are created in your business name, you hold the administrator access, and your customer data stays yours. We work as invited users and document every workflow so you are never locked in.
Industries we serve
How we report results · Who we work with · Service areas
Request your free quote
Pick the services you need and tell us about your project. We reply within one business day with a clear, no-obligation proposal.