Service 02
CRM & AI Advisory
Assess how CRM, automation, and AI could support your sales process and customer experience.
Customer journey · Follow-up processes · Technology adoption
Problems I Solve
Where the commercial process breaks down.
- Leads slipping away: Enquiries arrive across WhatsApp, email, and phone with no central record or owner.
- Inconsistent follow-up: Proposals go out, but follow-up is erratic or abandoned after one attempt.
- No pipeline visibility: You can’t see your true pipeline value or where deals get stuck.
- AI without a process: Tools and prompts adopted without a clear commercial process to anchor them.
Scope
What this engagement covers.
Technology only works when the underlying commercial process is sound. We design the process first, then select and configure the right tools.
Included:
- Customer journey mapping from first enquiry to repeat business
- Follow-up processes and pipeline stage definitions
- Practical CRM, automation, and AI adoption plan
Central Deliverable
Commercial process design & implementation plan
A practical blueprint that organises your sales process and the technology to support it.
Process Design
A clear map of your customer journey, stages, responsibilities, and handoffs.
Follow-up System
Defined cadence and templates so no enquiry is left without a response.
Technology Plan
A practical CRM, automation, and AI adoption plan sized to your business.
Ideal Client
Who this is for.
- Service businesses and professional firms receiving steady enquiries but frustrated by low conversion.
- Leaders who want visibility into their pipeline without micromanaging every call.
- Teams that want the process designed before investing in software or execution.
- Businesses curious about AI but unsure where it actually saves time.
Ready to organise your commercial process?
Let’s discuss your current lead flow, follow-up, and where technology can help.