Sales process, CRM, and follow-up
Make sure the interest you've already paid for gets followed up, and that the customers you already have come back.
When this is the constraint
Signs this is where growth is stuck.
These are symptoms, not a diagnosis. The same symptom can come from different causes, which is why the work starts by reading the business as a whole.
- Enquiries land in several inboxes and some are never answered.
- Nobody can say which good customers haven't bought in a while.
- The CRM exists, but the team works around it.
- Repeat purchases happen by luck rather than by design.
What the work can include
Chosen to fit the diagnosis, not sold as a bundle.
Pipeline and CRM
- CRM setup and clean-up on the platform you use: HubSpot, Klaviyo, ActiveCampaign, Mailchimp, and others
- Pipeline stages, routing, and clear ownership of every enquiry
- Enquiry and quote forms that capture what the first call needs
Lifecycle email and SMS
- Automations for welcome, win-back, replenishment, and loyalty
- Segmentation by purchase history, value, and buyer group
- A campaign calendar planned around real buying patterns
Process
- Follow-up rules and handoffs between marketing, sales, and delivery
- Reporting on pipeline and repeat purchase that the team actually uses
How it connects
This is where acquisition spend is either kept or wasted. It's also where practical automation usually earns its place, once the process it supports is clear.
In practice
Where this was part of the answer.
Beauty supply retailer, Maryland
They asked for ads. The constraint was knowing their customers and their calendar.
Read the case study : Beauty supply retailer, MarylandIndependent insurance agency
They needed a new website. The gap was how a prospect asks for a quote.
Read the case study : Independent insurance agencyPremium pet care company
They needed a website. The leak was enquiries scattered across social inboxes.
Read the case study : Premium pet care companyStart a conversation
Tell us where growth feels stuck.
Send a short note about the business and what you've tried. We read every enquiry and reply within one business day.
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