Many sales aren’t lost to a competitor. They’re lost to silence: an enquiry that sat in an inbox, a quote nobody followed up, a prospect who was ready to buy but didn’t hear back.
Our CRM, lead follow-up and sales service makes sure every enquiry is captured, every quote is followed up and your pipeline reflects what’s actually happening. Once we know your business and your offering well, we can also manage the sale itself and get the deal over the line.
More follow-through. A pipeline you can trust. More deals closed.
What We Take Off Your Desk
Lead Capture
Every enquiry is logged within the hour, from every channel.
That includes enquiries that come in through:
- Your website
- Phone calls
- Social media
Nothing sits in someone’s inbox waiting to be remembered.
Structured Follow-Up
Follow-up should happen on a schedule, not on a whim.
Quotes are followed up on an agreed upon cadence, so no opportunity goes quiet simply because no one asked.
Sales calls and demos are booked straight into your diary, without the back-and-forth.
Proposals and contracts are prepared, sent and chased until they’re signed.
Pipeline Management
Your pipeline should be accurate before your Monday meeting, not during it.
Deals are moved through your pipeline stages as they progress, and dead leads are archived with a reason, so the numbers actually mean something.
The goal is simple: a pipeline that reflects reality.
Sales Management
Once we know your business, we can help close the deal too.
When we’re confident in your business and your offering, the service can extend beyond follow-up to managing the sale itself, taking qualified leads from first conversation to signed agreement:
- Discovery calls with qualified leads to understand what they need
- Presenting your offering and walking prospects through your proposals
- Answering questions and handling objections
- Negotiating within the pricing and terms you’ve approved
- Getting the agreement signed and handing the new client over for onboarding
You set the pricing, discount limits and terms. Anything outside of them comes back to you for a decision.
Sales management is introduced once we’ve worked with you long enough to represent your business with confidence, and we’ll agree together when that point has been reached.
Your offering, sold the way you would sell it.
Client Nurturing
Winning a client is only half the job. Keeping them is the other half.
We help you stay in touch with your existing clients through:
- Contacts segmented, so the right people get the right message
- Email nurture sequences and campaigns sent to your existing client base
- Regular check-ins and re-engagement emails
- Relationship touchpoints tracked, including who hasn’t heard from you in a while, whose contract is coming up and who is due a check-in
Client nurturing works especially well alongside our Marketing & Brand Support. The newsletters, articles and campaigns created for your brand become the content that keeps your existing clients engaged, so your marketing and your client relationships work together instead of separately.
The follow-through that keeps a client a client.
Monthly Sales Report
Instead of piecing together your numbers from memory, receive a clear monthly summary.
You’ll know:
What closed. What’s stuck. What’s about to fall out of the pipeline.
No guesswork.
No CRM Yet?
We’ll set one up and configure it properly as part of our Systems & Workflow Set-Up, so you start with a system that actually works.
We Work Around Your Sales Process
This isn’t about forcing you into a rigid sales system.
The service is built around your existing CRM, pipeline stages, offering, pricing and tone.
Over time, we’ll learn how you sell, which leads matter most and when a deal needs your personal attention.
The result?
You spend less time:
Logging → Chasing → Updating → Pitching → Negotiating
And more time:
Delivering → Leading → Planning → Growing
Built For Businesses That Rely On Follow-Up
CRM, lead follow-up and sales support is particularly useful for:
- Business owners who do their own selling
- Business owners ready to step out of day-to-day selling
- Consultants and agencies
- Professional services firms
- Businesses with a high volume of enquiries
- Teams with a CRM nobody keeps updated
If leads are coming in but not enough are converting, this service is designed to close the gap between enquiry and sale.
Your Next Client Might Already Be In Your Inbox
You’ve already done the hard work of generating the interest.
Let the capture, follow-up and, when the time is right, the sale itself be handled consistently, while you focus on delivering the work and growing the business.
Ready to stop leads slipping through the cracks?
Let’s build a sales process that turns enquiries into clients.