1. Current Process Audit
End-to-end mapping of existing sales workflow — identifying manual bottlenecks, lead leakage points, and response time gaps across the pipeline.
2. CRM Architecture
Custom CRM pipeline design with automated stage progression, deal scoring, and activity-triggered task assignments for the sales team.
3. Lead Scoring Model
Behavioral and demographic scoring matrix that prioritizes high-intent leads — website engagement, email opens, event attendance, and referral source weighting.
4. Automated Follow-Up Sequences
Multi-channel outreach automation: email drip campaigns, SMS check-ins, and task reminders triggered by lead activity and pipeline stage.
5. Conversion Rate Optimization
Proposal template standardization, pricing page A/B test recommendations, and objection-handling playbook for the sales team.
6. Dashboard & Reporting
Real-time sales dashboard design — pipeline velocity, conversion by source, rep performance, and monthly recurring revenue forecasting.