What I can help with
- Customer journeys and sales process mapping.
- CRM requirements and platform selection.
- CRM setup, fields, pipelines and responsibilities.
- Contact data organisation and migration planning.
- Website forms and enquiry routing.
- Follow-up tasks, email sequences and notifications.
- Connections between your website, CRM and other tools.
- Reporting, documentation and team training.
Fit the system to the people using it
I work with your team to understand how enquiries arrive, who handles them, and what should happen next. That helps define a setup people can use in their day-to-day work.
Automation can then support suitable tasks, such as acknowledging an enquiry, assigning a follow-up, or moving information between systems.
Agree ownership before handover
I help establish who manages the system, who can access information, and how your team will maintain it. The scope can include documentation and training for those responsibilities.
Do I need a CRM already?
No. I can help you decide whether you need one and what it should do before you commit to a platform.
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