CRM and Customer Journey Consulting
Never lose a lead, or a customer, again.
CRM is only as good as the process behind it. We map how customers reach you, where they drop off and what should happen at each step, then set up your CRM to match. You decide who runs it afterwards: your team or ours.
Who This Is For
Best for
Growing businesses with enquiries coming in from multiple sources and no consistent way to follow them up.
If leads arrive by WhatsApp, Instagram, email and phone, and nobody is sure which ones were answered, you're losing revenue you can't see. This service gives you one clear process from first enquiry to repeat business.
What's Included
Service Scope
• Customer journey mapping, from first contact to repeat purchase
• A single flow for new enquiries, whatever channel they come from
• Sales pipeline design: stages, ownership and follow-up timing
• CRM setup and configuration to match that process
• Customer segmentation
• Follow-up, satisfaction survey and reactivation campaigns
• Reporting on conversion rates, response times and retention
• Documentation and training for your team
After setup, you choose:
• You run it. We hand over a documented system and train your team.
• We run it. We manage your CRM and customer communication for you, including contact records, pipeline updates, follow-ups and after-service contact.
The strategy first, then the system.
*CRM user licences are billed separately by the software provider.
Why It Matters
What most businesses are missing
Most growth problems are actually process problems in disguise.
When a business isn't growing the way it should, the instinct is to look at marketing. The answer is usually found earlier in the funnel. Leads that aren't followed up. Quotes that aren't chased. Customers who had a great experience but were never asked to come back. Our processes close these gaps with structure, measurement, and accountability.
How It Works
Our process
Step 1
Journey audit
We review how enquiries are handled today and where they are lost.
Step 2
Design
We agree the pipeline, the follow-up rules and what gets measured.
Step 3
Setup and handover
We configure the CRM, document it and train your team, or take over the day-to-day ourselves.
Ready to see where your leads are going?
Let's talk about where you're currently losing customers and how we'd fix it.