They didn't have a CRM system and an effective system of nurturing leads, whether inbound or outbound. Their workflows were therefore unstructured and chaotic.
They didn't have a CRM system and an effective system of nurturing leads, whether inbound or outbound. Their workflows were therefore unstructured and chaotic.
A modern, easy-to-operate CRM system, created in ClickUp
A routing form for leads coming from the client's website where they can submit information about their business (pre-preperation for sales call)
Automation that automatically adds leads to the CRM
Automated sales proposal system that leverages AI paired with the agency's brand guidelines to generate ready-to-send proposals in 3 minutes or less
Automated onboarding email & procedures once the lead is closed
A modern, easy-to-operate CRM system, created in ClickUp
A routing form for leads coming from the client's website where they can submit information about their business (pre-preperation for sales call)
Automation that automatically adds leads to the CRM
Automated sales proposal system that leverages AI paired with the agency's brand guidelines to generate ready-to-send proposals in 3 minutes or less
Automated onboarding email & procedures once the lead is closed
UK-based marketing agency
helping businesses grow through content
UK-based marketing agency
helping businesses grow through content
JFDigital
JFDigital
Go back
Problem
Problem
Solution
Solution
Results
Results
Time to generate sales proposal after meeting dropped from ~2 hours to ~5 minutes (increased client CVR)
80% of the lead-to-client pipeline is ran human-free
Sales workflow work hours dropped by 10 hrs+/week
Professionalism of service increased due to constant communication touch points with lead
Time to generate sales proposal after meeting dropped from ~2 hours to ~5 minutes (increased client CVR)
80% of the lead-to-client pipeline is ran human-free
Sales workflow work hours dropped by 10 hrs+/week
Professionalism of service increased due to constant communication touch points with lead