(Problems we know how to solve)
Manual lead distribution slows down the sales process as inquiries are being reviewed and assigned individually.
Scheduling calls becomes a time-consuming back-and-forth exchange over email, further delaying the time it takes to convert a potential client.
Without a standardised proposal template and approval process, practitioners are wasting valuable billing hours crafting proposals from scratch. Leading to inconsistencies, an unprofessional brand experience and further delays.
When sales interactions and deals aren’t logged in a CRM, teams lack visibility into the pipeline.
If the proposal process isn't standardised with emails being sent instead of proper documentation and sign off, this causes further issues
Without shared access to lead statuses, follow-ups, and deal progress, reporting becomes inaccurate and forecasting unreliable. Decision-makers struggle to identify bottlenecks or optimize sales efforts, and teams operate in silos.
Without clear documentation in the sales process, this creates a disorganized handoff from sales to the onboarding team. Causing delays, confusion and a poor customer experience.
If client details aren’t systematically transferred, onboarding teams must chase down information, causing frustration for staff and clients.
Manual processes create longer onboarding times, missing deadlines. Causing a poor first impression that can impact long-term client relationships.
