Case · Marketing agency
Warm deals, flagged the day they go quiet
Meeting notes, emails and bookings reach the CRM on their own, and each day’s follow-ups arrive drafted.
- Client
- A digital marketing agency
- Industry
- Marketing agency · North America
- The work
- Conversations into the CRM
- Brings meeting notes, email signals and bookings into the CRM as they happen
- Checks the CRM daily for deals gone quiet
- Drafts each follow-up
- Reads it and sends it
Before
Where the time was going
The information was there, in meeting transcripts, email threads, calendar bookings and proposal views. Almost none of it reached the CRM.
Deals went cold because nobody followed up on a warm signal buried in another tool.
What was really going on
More than a dozen sources should have been feeding the CRM, and weren’t.
How it runs today
- The systemBrings meeting notes, email signals and bookings into the CRM as they happen
- The systemChecks the CRM daily for deals gone quiet
- The systemDrafts each follow-up
- A personReads it and sends it
After
What changed for the firm
The CRM stays current on its own, and pipeline that had gone cold got followed up.
More like this
- CRM updatesA CRM that keeps itself current.
- Marketing agenciesA current CRM, and new business that keeps moving.
- Leads found, researched and followed up without leaving chata B2B agency
- HR answers in seconds, where the team already worksa marketing agency
- Compliance forms, filled in from the meeting itselfan insurance advisory practice
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
What would this be worth at your firm?
In one working session, we find the process worth fixing first and show you what it’s worth.