BONES / CRM
Turn incoming enquiries into a clear workflow.
We connect customer touchpoints to the sales process. We define stages, owners and required fields so the team can see the status of an enquiry and the next action.
Discuss CRM ↗01 / SCOPE
What we can deliver
- Process and requirements mapping
- Pipeline and field configuration
- Connecting agreed lead sources
- Workflow checks and training
02 / DELIVERY
What you receive
A configured enquiry-handling process. We review the system choice, licences, migration and API limitations before implementing integrations.
How we work
- 01
Discovery
We discuss the product, audience, existing materials and constraints. We agree on a contact person and the information needed to start.
- 02
Scope and plan
We define deliverables, responsibilities, review stages and budget. Timing is confirmed after the brief and depends on the agreed scope.
- 03
Delivery and handover
We complete the agreed work, review it together and hand over the deliverables. Ongoing support can be scoped separately.
Before we start
Can we order this as a standalone service?
Yes. We can scope this service separately or include it in ongoing marketing support.
How much does it cost?
We estimate the work after reviewing your brief, required deliverables and existing materials. Send us your situation and we will agree on a scope before starting. Estimate the cost ↗
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