Customer journey and inquiry sources
We map how customers reach you, where responses are delayed, and which channels bring serious opportunities.
Sales and marketing operations
From daily activity to sales opportunities you can track.
We organize the inquiry path from first contact to proposal and order, set simple indicators your team can follow, then review with you regularly what is working and what needs adjusting.
The common problem
Many inquiries, and follow-up that cannot be measured
Inquiries arrive by phone, WhatsApp, the website and visits, and each employee follows up in their own way. The result is lost opportunities with nobody knowing where they stalled, and campaigns that consume budget without knowing what they produced.
Our role is to build a simple operating system for sales: a clear source for every opportunity, a defined stage, and a person responsible for the next step.
Example
How opportunities are organized in a CRM
An illustration of how opportunities are organized, without real data. Pipeline stages: inquiry, qualification, meeting, price quotation, order.
- Opportunity source: Recorded for each opportunity, such as the website, WhatsApp or a referral.
- Next step and its date: Defined for each opportunity.
- Opportunities without follow-up for some time: Flagged so they can be picked up again.
Scope of work
Six areas we work on with your team
You choose the ones that fit your business's stage, and their delivery is arranged in a monthly plan.
CRM setup and follow-up stages
Clear opportunity stages, standardized fields and follow-up rules, on the system you use or a suitable alternative.
Sales targets and indicators
A few measurable indicators such as the number of new opportunities, response speed and conversion rate between stages.
Marketing activity planning
An activity calendar linked to targets, with a defined way to measure the result of each activity before it is carried out.
Sales team training
Preparing the team to follow up opportunities, turn them into proposals and orders, and record them in a consistent way.
Periodic meeting and report
A review of opportunities, conversion rates and completed activities, with specific recommendations for the next period.
The monthly cycle
How follow-up runs month after month
- DiagnosisReviewing current data, opportunity sources and the way follow-up is done.
- Monthly targetsSpecific indicators and activities, with an owner for each.
- Operation and follow-upFollowing up opportunity recording, updating stages and supporting the team.
- Report and recommendationsWhat was achieved and what stalled, and the adjustments proposed for the next month.
What we do not promise: we do not promise guaranteed growth or sales figures, because the result depends on the product, the market and the team. What we commit to is clear follow-up, regular measurement and recommendations based on your data.
FAQ
Frequently asked questions
Do you guarantee increased sales?
We do not promise guaranteed growth figures, because the result is affected by the product, the market and the team. What we commit to is organized follow-up, regular measurement and recommendations based on your data.
Do we need to have a CRM system?
Not necessarily. We work on the system you use if there is one, or suggest a tool suited to the size of your team and help organize the stages and fields in it.
Which indicators do you track?
A few measurable indicators such as the number and source of new opportunities, response speed, conversion rates between follow-up stages, and the results of marketing activities.
How often do we review the results?
A periodic meeting and report are agreed, usually monthly, covering opportunities, conversion rates, completed activities and recommendations for the next period.
Contact
Discuss a sales growth plan
Tell us how customers reach you, the size of your sales team and the system you use, and we will suggest the right starting point.
Arabic version: النسخة العربية
