CLIENT OPERATIONS
CRM and proposals
Connect the client need, proposal version and decision on the next sales step.
Discuss the task ↗A situation worth changing
“Proposal sent” says little about agreed scope or the next response date. Define stage criteria, proposal preparation rules and how commercial commitments move forward.
Pipeline with evidence-based stage changes
- Turn CRM stages into explicit transition criteria.
- Agree templates and scope and price review rules.
- Preserve the proposal version the client responded to.
- Separate sales forecasts from confirmed orders.
Discovery defines scope, required products and acceptance criteria. Every configuration must serve a specific working scenario.
Our approach
From the question to a decision.
- 01
Trace the client journey
Trace an actual enquiry through to its outcome. Record delays and repeated questions.
Current journey map - 02
Agree the rules
Define data, owners, transition criteria and exceptions. Choose the first implementation scenario.
Operating model and pilot scope - 03
Test the scenario
Configure the solution and test normal and difficult cases with the team.
Acceptance record - 04
Put it into daily use
Train by role, prepare support and compare agreed measures before and after launch.
Training and improvement plan