Lead sources & fields
Map website, campaign and referral inputs with useful qualification information.
CRM & lead-journey integration
Connect enquiries, ownership and follow-up with your business systems.
Operating context
Scope around your business.
An enquiry should arrive with enough context for the next person to act. CRM integration connects capture, qualification, assignment and reporting.
Intended outcome
An owned implementation, agreed review criteria and a maintainable handover.
CRM routing
Agree matching, duplicate handling, owners and pipeline updates.
Follow-up workflow
Connect reviewable messages, reminders and escalation.
Reporting & handover
Define conversion measures and responsibility for maintaining the workflow.
Before implementation
Agree the work. Define the evidence.
We confirm your current systems, locations, process owners and required outputs. The proposal sets milestones, dependencies, acceptance criteria and support responsibilities for the agreed scope.