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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