Scale touchpoints without losing the human. We design lifecycle automation and CRM architecture that capture leads cleanly, score by fit and intent, and route to the right owner with context. Forms, chat, and offline sources flow into normalized fields; dedupe and enrichment keep data usable. Nurtures educate and activate; sales sequences pick up with timely tasks. We align lifecycle stages, SLAs, and dashboards so everyone sees the same truth. Result: fewer leaks, faster follow-up, and a pipeline that reflects reality—not guesswork.
We map your data model (accounts/contacts/deals), define required fields, and set validation. Lead scoring blends ICP fit, behavior, and recency; routing respects territories and availability. Automations cover welcome → MQL → SQL → customer → expansion, with alerts, tasks, and suppression logic. Sales sequences and playbooks align messaging and next steps. Reporting spans funnel health, velocity, and source quality, with hygiene jobs to prevent drift.
Normalized fields, dedupe, and routing mean leads reach the right owner instantly.
Automations adapt to stage and intent—no spray-and-pray.
Less manual busywork; more timely, relevant touchpoints.
Service:Marketing Automation & CRM
Ideal for: B2B/B2C teams with growing volume that need consistent follow-up and clean reporting
Timeframe: Core setup in 3–6 weeks; iterate monthly
Outcomes: A unified lifecycle with clear SLAs, accurate scoring and instant routing, and dashboards leaders can trust.