The business need
Review how a buyer moves from a website, message or referral to a discussion, quotation and follow-up. A missed handoff can waste useful interest.
What an engagement can include
- Enquiry form and qualification fields
- CRM or shared pipeline configuration
- Assignment and response workflows
- Approved reply templates and reminders
- Reporting and team handover
How we judge useful work
Automation is applied to defined tasks with appropriate review. Quotation commitments, technical recommendations and sensitive customer communication need clear human responsibility.
What we need from you
Access to accurate product information, a nominated decision-maker and timely approvals. We agree the deliverables, dependencies and review points before starting.