Turn software access into a sales system your team can use
We start with the customer journey, configure the right foundation, test it with your team and improve it after launch.
- 1Audit
- 2Implementation
- 3Launch
- 4Optimisation
- 01
Sales System Audit
Create a shared picture of the current lead journey and the most useful starting scope.
- Map lead sources
- Identify response gaps
- Document current sales stages
- Identify manual work
- Establish business goals
- 02
Implementation
Configure the agreed system, roles, channels and workflow foundations.
- Configure the account
- Design the pipeline
- Connect calendars
- Create forms
- Configure communication channels
- Build workflows
- Set permissions
- 03
Launch
Test the complete journey and prepare administrators and users for daily adoption.
- Migrate agreed data
- Run test leads
- Test opt-in and opt-out
- Train administrators
- Train users
- Go live
- 04
Optimisation
Review real use, refine the process and introduce further capabilities when they are justified.
- Review adoption
- Inspect lead response
- Refine workflows
- Improve reporting
- Add further capabilities
A focused 14-day implementation plan
This example helps teams understand the sequence. It is not a guaranteed launch commitment.
Actual timing depends on scope, integrations, data quality, approvals and customer readiness.
- Days 1–2Audit and process decisions
- Days 3–7Core configuration and content inputs
- Days 8–10Workflows, channels and data preparation
- Days 11–12End-to-end testing and refinements
- Days 13–14Training, launch readiness and handover
See what your sales process could look like when every lead is tracked
Book a Sales System Audit and we will map your current lead journey, identify the gaps and recommend the right starting configuration.