Area 01 · Win customers

Sales processes and CRM: no enquiry gets lost any more

Enquiries in one place, clear responsibilities and reminders instead of sticky notes – and new business customers with a plan instead of “when there's time”.

Questions? Let's have a quick chat.

The problem

Enquiries come in by phone, email, form and messenger – and get lost. Proposals aren't followed up, and nobody knows exactly who is responsible.

New business customers are found on the side, without a list or a process. And when it does happen, outreach quickly ends up in a legal grey area.

What you get

The scope of a clearly defined starter project. Exactly what is included is set out in your proposal.

Included

Map the process: where do enquiries come from, who answers, when is there a follow-up?
Set up a CRM or tidy up an existing one – suited to your size and budget, with fields, stages and responsibilities
Bring enquiries together: form, email and other channels where needed end up in one place
Follow-up: reminders and tasks for open enquiries and proposals
Target customer research for B2B: a list of suitable companies with publicly available company details, source and starting point – as the basis for your own individual outreach
Templates for replies and follow-ups, approved by you

Not included

Mass email campaigns
bought address lists
cold calls in your name
promises about appointments or deals

Ongoing, if you want it

CRM support
adjustments to new processes
review of open enquiries

Always separate: third-party costs

CRM licences
databases or research tools, if needed

For the agreed scope you get a written proposal with a fixed price. Ongoing support only if you want it. How a proposal comes about

Examples – how it could look

Use cases for orientation – not customer projects.

Example – how it could look

No website enquiry left lying around

A service business receives every enquiry from its website automatically as a case in the CRM – with an owner and a reminder if nobody has replied after two days.

Example – how it could look

Target customers in the region

For a B2B business, a list of 30 suitable companies in the region is compiled, with source and starting point. The business writes and sends the outreach itself, one by one.

How it works

01
Map
How do enquiries arrive today, who handles them, where does it get stuck?
02
Choose a CRM
Tidy up an existing one or choose and set up a suitable one.
03
Connect
Connect the form, email and other channels to the CRM, set up reminders.
04
Test run
Check with real enquiries that everything arrives and nobody gets overlooked.
05
Handover
Training for everyone who works with it. Support afterwards if you want it.

What I don't promise

No promises about conversations, appointments or deals.
No unlawful advertising: no mass mailings, no bought lists.
Personal data only with a clarified legal basis and a clarified provider, including a data processing agreement.

Goes well with

Process automation Capture enquiries, transfer data, keep customers informed, coordinate appointments, process receipts – automatically, with approvals wherever a person should decide. Learn more Websites and landing pages A website that works on a phone, loads fast and says clearly what you offer – with contact options that actually reach you. Learn more LinkedIn content Your expertise turned into regular LinkedIn posts – you talk, I write, you review and approve. Learn more

Frequently asked questions

Which CRM do you recommend?

That depends on how many people work with it, which programs you already use and what it may cost. I don't commit to a product in advance but suggest one or two suitable ones after the review.

Do you also write the outreach emails?

I prepare templates that you approve and adapt to your style. They are sent individually and only where the requirements of Section 7 UWG are met – no mass mailings.

Where does the company data in the target customer list come from?

From publicly available sources such as the company's website or registers. Every row names its source so you can check it.