Who:

Boutique branding and marketing advertising agency

What:

Developed a solution to effectively move qualified leads through an intentional sales process involving multiple team members, ensuring a personalized and targeted approach for each lead.

How:

Current CRM Assessment: Conducted an in-depth analysis of their current CRM, Sharpspring, to understand existing usage and potential functionalities.

Team Collaboration: Met with each key team member involved in the sales process to understand their unique contributions and approach to client offers.

Solution Proposal: Developed a comprehensive solution, incorporating feedback from all team members to ensure the process met their needs and enhanced the client experience.

Detailed SOP Creation: Outlined the entire sales process in a Standard Operating Procedure (SOP) document, ensuring clarity and consistency.

Implementation and Automation: Collaborated with the marketing team to implement the solution within Sharpspring, automating key parts of the workflow to streamline operations.

Training and Rollout: Conducted training sessions with team members to introduce the new process, providing support and answering questions to ensure smooth adoption.

Outcome:

Automated Sales Process: Established a fully automated sales process that personalized the lead journey from initial contact to project kick-off.

Enhanced Client Experience: Ensured leads received a tailored experience based on their qualifications, improving client satisfaction.

Efficient Project Management: Integrated the new process with Asana for seamless project management, allowing the team to focus more on creative work and less on administrative tasks.