Stage 3
Sales process & CRM
Every inquiry in one place, instant reply, defined funnel. No more leads slipping through the cracks.
Timing: 1–2 weeksPricing: On request
Goal
Build a coherent sales process that turns website visitors into inquiries, inquiries into quotes, and quotes into customers — measurably.
Built for
- Teams losing leads because nobody owns the follow-up
- Companies running sales out of an inbox and a memory
- Owners who want visibility into the whole pipeline, not just gut feel
What you get
- CRM setup: contacts, pipeline stages, ownership, central inbox
- Web forms + Facebook Lead Ads wired directly into the CRM
- Instant auto-responses to every inquiry with next-step guidance
- Follow-up workflows, reminders and status management
- Documented sales funnel: inquiry → qualified → quote → won
How we build it
1
Audit your current inquiry flow and stage definitions
2
Configure CRM, wire integrations, write automation playbooks
3
Train the team and run a week of live pipeline review together
Outcome
A working sales system where every lead is captured, answered fast, and moved through a clear funnel — with full visibility for the owner.
Get a proposal
Book a free 30-minute strategy call. We'll map your needs and recommend the right stage to start with.
Book a Call