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Услуга · Marketing

Sales funnel setup

We set up the stages so no enquiry is lost and it is visible where they get stuck. What matters here is not pretty stage names but automatically collecting enquiries from everywhere into one place.

Send a request What is included
Every channel
into one system
Nothing is lost
no enquiry goes missing
Deadlines
under control
Transitions
measured by stage

What the work includes

The stages describe how the sale runs at your company rather than how a textbook says it should. Otherwise managers move deals along for form's sake.

Discuss the scope

Process review

How the sale really goes, who makes the decision and what slows it down.

Stages

Stages with a clear condition for moving on, rather than «in progress» and «the client is thinking».

Enquiry intake

Forms, email, calls, messengers - everything reaches the system by itself.

Who owns it

Rules for assigning an owner so no enquiry hangs around belonging to nobody.

Reminders

Tracking overdue tasks and deals that have not moved for a long time.

Reports

How many deals pass each stage, how long an average one takes to close, and which manager is working on what.

How it goes

The work takes two to three weeks, including training the staff.

01

Interviews

We talk to the managers and the head of department about how things actually work.

02

Configuration

Stages, fields, permissions and automatic intake of enquiries from the channels.

03

Training

On real deals and before go-live. Otherwise the system stands empty for the first week.

04

Fine-tuning

After a month we see what has not taken root and remove the excess.

The more mandatory fields there are, the less truth is in the system. A manager who has to fill fifteen boxes to save a deal starts typing dots and dashes. Three fields filled in honestly are worth more than fifteen filled in for the sake of it.

Questions and answers

Usually five to seven. With fewer it is unclear where deals actually get stuck. With more, staff get lost among the stages and move them around at will. Every stage needs a condition for moving on that can be checked.

Find out what specifically is getting in their way. The reason is usually redundant fields, double entry, or the system giving nothing back. Orders work badly here; simplification works well.

For most companies it is enough. A specialised product is needed where a deal runs for years and has many stages, or where the industry imposes its own requirements. It is more sensible to start with what you have already paid for.

More in this area

Open the area
Service Marketing audit Where the money leaks between the advert and the invoice

We will build the deal stages

Describe how the sale runs and how many managers you have. We will build the stages around your actual process and connect every source of enquiries to the system.