Review recent opportunities
Walk through recent discovery calls or proposals with your team. Identify where leads lose an owner, a decision date, or an agreed next step.
B2B marketing services
CRM setup and sales automation
Give every open proposal an owner, a follow-up date, and a clear next step. We configure and test the process in the CRM your sales team already uses.
Talk about sales follow-up →Who it’s for
B2B services firms with inbound or referral leads and an existing CRM. Start with one handoff, such as what happens after a discovery call or a proposal, and agree on how the team should handle it.
What we deliver
Configure the sales workflow
Set up the relevant deal stages, fields, ownership rules, tasks, and reminders in the CRM your team already uses.
Build proposal follow-up
Agree on what happens after a proposal is sent, who follows up, and when. Write the messages and set the workflow to hand replies or bookings back to the deal owner.
Test and hand over
Run the workflow on representative opportunities with your team. Check the reminders and stop rules, then document how to operate and adjust it.