What this service solves
This service organizes a company's sales process from lead entry to close. It helps avoid lost opportunities, improve follow-up, automate communications, measure pipeline and increase conversion rate. It applies to service businesses, consultants, clinics, real estate, education, medical tourism, beauty, technology and B2B businesses.
What's included
- Mapping the current sales journey.
- Designing a staged pipeline.
- Technical setup of the recommended CRM.
- Capture, assignment and follow-up automations.
- Communication templates per stage.
- Pipeline and conversion dashboards.
How we work
We define the sales journey, pipeline stages, lead types, forms, automations, messages, owners, follow-up timing, the recommended CRM and conversion metrics.
How we work: service methodology
- Phase 1 · Sales Process Mapping and Pipeline Definition (Week 1) — Auditing the current sales funnel, defining stages and lead-qualification rules.
- Phase 2 · Technical CRM Setup and Migration (Weeks 1-2) — Configuring the chosen CRM and importing historical contacts.
- Phase 3 · Building Automations (Weeks 2-3) — Nurturing flows, lead assignment and follow-up alerts.
- Phase 4 · Integration with Forms, Calendars and the Website (Week 3) — Connecting forms, WhatsApp and payment gateways where applicable.
- Phase 5 · Sales Team Training (Week 4) — Hands-on workshops and an operating manual.
What we need from your team
- A historical database of customers and prospects in Excel or CSV.
- Definitions of current sales stages and standard quoting materials.
- Superadmin access to the chosen CRM and the sales team's email accounts.
Deliverables
- A production sales system.
- A configured, populated CRM.
- A visualized pipeline.
- Active automations.
- A usage manual for the team.
Who it's for
- Professional services and B2B companies.
- Clinics, real estate, education and beauty businesses.
- Sales teams that are losing opportunities.
- Businesses with a structured sales cycle.
Signs you need it
- Prospects go cold because nobody follows up with them in time after the first contact.
- The sales process lives in each salesperson's head, with no visible pipeline or clear stages.
- There's no automation between ad forms, WhatsApp and logging the lead into the system.
- Management has no way to see in real time how many open opportunities there are or where they stall.
Benefits
- Zero leads lost due to lack of follow-up.
- A pipeline visible to leadership.
- Higher conversion thanks to orderly nurturing.
- Fewer manual tasks for the sales team.
Measurable KPIs
- Lead-to-customer conversion rate.
- Average close time.
- Value per opportunity.
- Activity per salesperson.
Expected outcome
The company moves from an intuitive, person-dependent sales process to operating on a documented, automated and measurable sales system where every lead gets the right treatment.
Frequently asked questions about this service
Which CRM do you recommend?
It depends on your size and budget; we define it during the diagnostic based on your sales volume and integration needs.
Do you migrate my current data?
Yes, with data-quality validation before completing the migration.
Does my team need prior training?
No. Hands-on training and a usage manual are included as part of the service.
How long does implementation take?
Between 3 and 5 weeks depending on pipeline complexity and the required integrations.
Technology stack
- HubSpot
- Pipedrive
- GoHighLevel
- Zoho
- WhatsApp Business
- Calendly
- n8n
- Stripe