We design and build the system your revenue runs on.
No more leads slipping through the cracks. Your team gets one system it trusts, from first inquiry to signed client, and a clear picture of what's driving growth.
Five layers, built from the data up.
- 1
DataClean records, connected tools
We set up a CRM, or clean up the one you use, so every contact, company and deal has one accurate record.
- Records from inboxes, spreadsheets and any current CRM, brought together without duplicates
- Required fields for every contact, company and deal
- Website forms, email and scheduling connected to the CRM
- 2
DefinitionsLifecycle stages and handoffs
We agree what each stage means with marketing, sales and client service, then build it into the CRM.
- Lifecycle stages from first inquiry to growing client
- What counts as a lead, an opportunity and a client
- Handoff rules between marketing, sales and client service
- 3
PipelineStages and forecasting
We set up pipeline stages with clear exit criteria, so the forecast comes straight from the pipeline.
- Pipeline stages, each with exit criteria
- An owner and a next step on every open deal
- Forecast categories and a forecast view
- 4
AutomationRouting, follow-up and AI workflows
We automate routing, follow-up and reminders, and add AI workflows where they help, with your team reviewing what they produce.
- Routing that gets every inquiry to an owner
- Follow-up sequences and task reminders
- AI workflows for first drafts, call notes and client handoff summaries
- 5
ReportingAttribution and the scoreboard
We trace revenue back to where it came from and build the dashboards each team works from.
- Attribution from first touch to closed business
- Dashboards for marketing, sales, client service and leadership
- The scoreboard, on definitions everyone agreed
What changes across marketing, sales and client service.
The CRM you have, or one we set up.
We work with your existing CRM, or help you set up a new one if you need one. Either way, our advice is independent and always about what's right for your firm.
CRMs we work inHubSpotSalesforceMicrosoft Dynamics 365Or the one you haveAbout the revenue system.
No. We work in the CRM you have and recommend a switch only when it can’t do the job. When you need a new one, we set up HubSpot, Salesforce or Microsoft Dynamics 365, and nobody pays us to recommend a platform.
We set one up and bring in your records from inboxes, spreadsheets and notes, so the rest of the system has one place to live.
No. If you already know the system needs work, we start there. A diagnostic shows where revenue leaks when that isn’t clear yet.
The state of your data, how many teams and tools are involved, and how much automation you want. We agree the scope before we start.
In the automation layer, where it helps: first drafts for marketing, call notes and follow-up reminders for sales, and handoff summaries for client service, built as AI workflows. Your team reviews what AI produces.
Yes. The growth team can lead it from there, setting the priorities and resetting the plan each quarter. Or your team runs it, using the documentation we hand over.
Compliance is part of the setup from day one. We work with your compliance team to agree on the best practices for your firm, and build the system around them.
Which numbers do your teams disagree on?
Let's talk about how your team wins and keeps clients, and what it would take to see it all clearly.