01
Lead source mapping
Identify each source, its available fields, and the information your sales team needs.
CRM & Lead Automation
Get each lead to the right person.
Make the next action clear.
Connect lead sources to your CRM, assign enquiries using agreed rules, and create follow-up tasks your team can track.
01 / THE STARTING POINT
Start with the right questions.
We trace enquiries from website forms, ad forms, or other agreed sources into the sales pipeline. Field mapping and routing rules give each lead an owner and preserve the information needed to respond.
The design accounts for repeat enquiries, missing details, reassignment, and leads that go untouched. Your team can review where a handoff succeeded and where action is still required.
02 / WHAT WE COVER
The details behind the work.
These are the areas we consider. Your proposal defines the exact deliverables, responsibilities, integrations, and ongoing work.
02
CRM capture
Map fields, source labels, and agreed rules for creating or updating records.
03
Assignment & routing
Assign leads by service, location, availability, or other rules your team approves.
04
Follow-up tasks
Create due dates, reminders, and team notifications at agreed stages.
05
Duplicate & exception handling
Test repeat enquiries, unavailable owners, incomplete records, and failures in delivery.
06
Pipeline visibility
Show ownership, status, and follow-up activity in the agreed CRM views or reports.
03 / DIFFERENT STARTING POINTS
Where are you starting?
A focused project or part of a wider plan. We shape the scope around your current situation and the work that matters next.
Website and ad leads
Bring enquiries into one pipeline with consistent fields and source information.
Let’s discuss itMultiple sales owners
Route new leads by service or region and assign a backup when the normal owner is unavailable.
Let’s discuss itFollow-up gaps
Create reminders for new or inactive leads and show the team what needs attention.
Let’s discuss itPEOPLE + PROCESS + TECHNOLOGY
Technology earns its place through useful work.
We start with what your business needs.
The workflow, the people using it, the information it depends on, and the way it will be maintained shape the solution. We keep those connections in view throughout the project.
Talk through your requirements04 / HOW THE WORK MOVES FORWARD
A clear path.
With room for your input.
We agree on the scope and review points so you know what is being delivered, what we need from you, and what happens next.
- 01
Map the requirement
Work with the people involved to understand the process, systems, information, and constraints.
- 02
Define the solution
Agree on a focused first scope, integrations, access rules, acceptance criteria, and review milestones.
- 03
Implement & validate
Build in reviewable stages and test realistic cases, exceptions, and the handoffs to existing systems.
- 04
Roll out & support
Prepare documentation, team onboarding, release checks, and a clear plan for ownership and ongoing changes.
05 / YOUR QUESTIONS, ANSWERED
Before we get started.
Have a requirement we haven’t covered?
Let’s talk about it
Can you use our existing CRM?
We check its access, plan, field model, and integration options. The proposal lists the sources and CRM actions it supports.
How are duplicate leads handled?
We agree when to create a lead, update an existing record, or send it for review. The rules can account for both new enquiries and existing relationships.
Can follow-up messages be automated too?
Approved acknowledgements and follow-ups can be scoped separately. We agree on the channel, timing, sender, and when a person should take over.
How are cost and timing decided?
We prepare a proposal around the agreed deliverables, complexity, dependencies, access, and review requirements. Third-party charges and ongoing work are identified separately.
How do we get started?
Tell us about your business, the requirement, and what you already have in place. We will discuss the fit, clarify the scope, and recommend a practical next step.
LET’S TALK ABOUT YOUR PROJECT
Your next step.
Let’s work it out together.
Tell us about your business and what you want to improve. We’ll help you define a practical starting point.
Business process automation.
A focused project or
a connected plan.