CRM & Sales Operations
Sales Pipeline Rebuild for B2B Agency
Leads were slipping through spreadsheets. We rebuilt the CRM with automated enrichment, scoring, round-robin routing, and multi-touch follow-up sequences that fire the moment a deal goes quiet.
3x
Meetings Booked
12hrs/week
Time Saved
+34%
Close Rate
The challenge
- Inbound leads lived in spreadsheets and inboxes, so ownership was unclear.
- Follow-up depended on whoever remembered, and deals went quiet without anyone noticing.
- Leadership had no reliable pipeline forecast.
What we built
Rebuilt the CRM around the real sales motion
Deal stages were redefined to match how the team actually sells, then historic records were cleaned and migrated.
Automated enrichment and scoring
Every new lead is enriched with firmographic data and scored before it reaches a rep.
Round-robin routing with SLAs
Leads are assigned instantly and a reminder escalates if first contact has not happened within the agreed window.
Multi-touch follow-up sequences
Sequences trigger automatically when a deal stalls, and pause the moment the prospect replies.
The results
- Qualified meetings tripled compared with the previous quarter.
- Reps saved around 12 hours a week on admin.
- Close rate improved 34% with consistent follow-up.
3x more qualified meetings booked
Want results like this?
Tell us the process that is eating your team's time and we will map how it can run itself.
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