I’ll review your B2B sales process and CRM pipeline to identify where leads are being lost, follow-ups are being missed and opportunities are getting stuck.

This is designed for businesses that already generate enquiries or sales leads but want a clearer, more consistent process for converting them into customers.

I’ll review areas including:

Lead capture

Lead qualification

Sales pipeline stages

Follow-up processes

Quotation management

Won / lost opportunities

CRM visibility

Sales ownership and accountability

Repeat customer opportunities

Pipeline reporting

Automation opportunities You’ll receive a written review of the current process together with a recommended pipeline structure and practical actions to improve visibility and conversion. This is a commercial sales-process audit, not CRM software development.

Client provides: overview of current sales process, screenshots/export of CRM stages where possible, lead sources and the main challenges the sales team is experiencing.