01The problem
What was broken
Leads were being captured, but follow-up was inconsistent and too dependent on manual action.
Case Study
Professional Services Lead Follow-Up CRM Fix
CRM and follow-up workflow designed to stop new enquiries going cold.
1Lead follow-up workflow
3Priority stages
24hFollow-up target window
02The fix
What changed
Created a simple lead inbox process, automated follow-up reminders and clearer handoff rules.
03The outcome
What it produced
The business gained a clearer process for responding to enquiries and prioritising hot leads.
Methodology / Evidence
The thinking behind the work
Fast, consistent follow-up protects the value of paid and organic lead generation activity.
Before & After
What changed visually
Before
Before: new enquiries could sit without a clear next action or owner.
After
After: enquiries entered a defined process with priority stages and follow-up prompts.
Client words
“The follow-up process made it easier to know what needed action and which enquiries were warm. It removed a lot of guesswork from our sales follow-up.”
Related Resources
Resources connected to this work
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