Sales and Marketing Flow Redesign

The problem

Leads fall through the gap between marketing and sales more often than either side realises, usually because the handoff was never actually designed.

Approach

Map the full path from first contact to close, find where leads go quiet, and redesign the handoff so nothing depends on someone remembering to follow up.

Examples

• Redesigning a lead-scoring handoff so sales only sees leads worth calling
• Fixing a follow-up sequence that was losing leads after the first unanswered message
• Standardising how marketing-qualified leads get logged and assigned

What you get

A redesigned flow with clear ownership at each stage, plus a shortlist of what to automate next.