CRM setup
Configure the agreed CRM around your contacts, sales process and team responsibilities.
07 / Connect
CRM.
Organise your leads, pipeline and follow-up so opportunities have a clear next step. Connect marketing activity with the way your business handles customers.
Let’s talk CRMThe next move
KEEP THE CONVERSATION MOVING.
For teams managing leads across inboxes and spreadsheets, or businesses that need a more consistent way to follow up on enquiries.
No enquiry without a next step.
- 01Capture
Source · business · objective
- 02Qualify
Fit · owner · next conversation
- 03Follow through
Proposal · reminder · outcome
A shared process your team can act on.
WHAT WE CAN HELP WITH
Give every opportunity an owner and a next step.
Lead capture
Connect enquiry sources to the fields and records your team needs to act.
Pipeline organisation
Define useful stages, ownership and next actions across your sales process.
Sales follow-up
Create a consistent approach to reminders, handovers and customer communication.
Workflow automation
Reduce repetitive tasks with clearly scoped triggers and actions.
HOW THE WORK COMES TOGETHER
Map the process
Understand where leads come from and what needs to happen after an enquiry.
Set up the system
Configure records, stages and relevant connections around the agreed process.
Make it usable
Review the workflow with your team and clarify how leads move forward.
CLEAR WORK. CLEAR ACCOUNTABILITY.
Know what happened.
Know what comes next.
Agree the goal, connect the data and turn the review into a practical decision. Our reporting format keeps the source, context and next action together.
See how we reportMONTHLY REVIEW FORMAT PREVIEW
- 01 / The objective
- The business outcome and agreed measure.
- 02 / The evidence
- Source, date range, comparison and limitations.
- 03 / The decision
- What to continue, change or test next.
GROWTH. DIGITAL. E-COMMERCE.