Do enquiries come in, then stall? Sales consulting helps organise what happens next: who responds, how leads are qualified and what action follows. If you need to attract more enquiries, start with lead generation.
Proposals go without follow-up. Everyone qualifies contacts differently. There are meetings and activity, but it is hard to see what should happen next.
This is where we work: how your team makes decisions, takes action and hands work over. Software comes after those rules are clear.
We follow a real opportunity with your team: enquiry, response, qualification, proposal and follow-up. We identify handovers that lack information, decisions or ownership.
The work may include organising the pipeline, qualification criteria, follow-up routines and preparing the team to use the new process. We define the scope for each project.
Someone responds to an advert and asks for a proposal. The contact reaches the CRM, but the team still needs to understand what they want. One possible workflow would be:
Illustrative example. This is not a client result.
The aim is to answer a simple question: who does what next? The specific rules depend on the business and are agreed with the team.
We measure the agreed process: for example, opportunities without a next step, proposals with follow-up or time to first response. The baseline depends on the data available.
We follow a real process and listen to the people doing the work. We define the problem before choosing a tool.
We choose a priority, the people responsible and a way to check for improvement.
We organise the process, configure the technology and prepare the team to use it.
We observe what happens in everyday work and refine what needs to improve.
Ads and landing pages bring in enquiries. Sales consulting addresses how the team follows them through. When improvement requires configuring tools or connecting information, CRM implementation and automation puts those rules into practice.
Our published EVZONE case describes qualification and routing with Victor, connected to the client's internal CRM.
Explore the EVZONE implementationTraining can be part of it. The work starts with a process and includes designing routines, responsibilities and how they work day to day. We define the scope during the diagnosis.
Not always. We assess what you have, its limitations and available access. The proposal explains whether configuration and integration are enough, or whether there is a specific reason to change.
It depends on the process, the team and the dependencies. The agreed plan defines timelines, deliverables, responsibilities and acceptance criteria. We do not promise complete transformation within a standard timeframe.
You do not need to document everything before the first conversation. A concrete example helps us understand where to start.
Different businesses need different treatments. Pricing depends on the complexity of the work. Understanding the process, the people involved and what needs to change allows us to define the scope and prepare a tailored proposal.
Lead qualification
Your ad brought in an enquiry. Now someone needs to understand what that person wants and who can help. This is where we connect lead generation to the sales process.
5 min readSales process
Follow-up starts when someone asks for information, before the first meeting. Your message should continue that enquiry and help the customer take the next step.
6 min read