Wit & Craft: From Referral-Dependent to Automated Lead Generation

When Wit & Craft partnered with Simple Automations through The Agency Scale HighLevel Implementations Program, they had no sales and marketing technology infrastructure in place. Despite being a successful branding agency, they were entirely dependent on referrals, leading to unpredictable income fluctuations. While highly skilled in their craft, the thought of setting up CRM technology and backend systems was overwhelming—a hurdle that had held them back for years.

The Simple Automations team helped build their complete technology foundation from the ground up, transforming their operations and creating predictable lead flow.

Key Transformations

🔄 Complete Technology Infrastructure

  • Built comprehensive CRM system

  • Implemented client management tools

  • Created members area for course delivery

  • Established community spaces for group coaching

  • Set up streamlined invoicing and onboarding

💰 Sales System Implementation

  • Deployed AltAgency’s Consultation Engine 2.0 including:

    • Strategic booking calendar

    • Custom booking funnel

    • Automated follow-up sequences

    • Sales pipeline management

  • Comprehensive training on pipeline management

📈 Lead Generation & Nurture Systems

  • Implemented multiple lead magnets:

    • PDF lead magnet download system

    • Mini-webinar funnel

  • Created robust nurture sequences:

    • Weekly newsletter automation

    • Daily social media scheduling

    • New lead welcome sequence

  • Established complete conversation management:

    • Email templates

    • Text messaging

    • DM management

🎯 Team Empowerment

  • Comprehensive system training

  • Pipeline management mastery

  • Content management workflows

  • Calendar management processes

  • Complete documentation

Results

  • Successfully generated first non-referral leads

  • Created predictable lead flow through marketing funnels

  • Built automated systems that eliminated without the need for new hires

  • Enabled team to create their own implementations

  • Transformed from tech-hesitant to tech-empowered

What made Wit & Craft's transformation particularly impressive was their commitment to action. Once Simple Automations built their foundation, they immediately began leveraging every aspect of the system—launching a weekly email newsletter that grew to twice-weekly, implementing daily social posts, and eventually expanding into paid advertising after their first year.

Here's what Jon Czeranna, Executive Creative Director and Partner at Wit & Craft, had to say:

Christopher of Simple Automations transformed our agency with his HighLevel CRM expertise. He turned our non-existent pipeline into a powerful lead conversion machine. In weeks, he built a custom CRM with smart automations, boosting our client intake and sales. His guidance improved customer relationships and created an effective lead nurturing system. Christopher's knowledge and ability to simplify complex systems are unmatched. He doesn't just build CRMs; he empowers businesses. If you're struggling with lead management or low conversion rates, Christopher is your solution. His services are an investment that will enhance efficiency and increase revenue.

The best part? Wit & Craft finally has the technological foundation they spent years wanting but never knew how to build. Simple Automations' implementation expertise didn't just give them a CRM—it gave them the confidence and capabilities to drive their own growth.

Next Step: See How We Can Help

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