Business & Professional

Cutting Lead Response Time From Days to Minutes

Regional Professional Services Firm

  • CRM Management
  • Funnel Building & Automation
Cutting Lead Response Time From Days to Minutes

A 40-person consulting firm was losing warm enquiries because leads sat in a shared inbox. We rebuilt intake, routing, and follow-up inside their CRM.

The Challenge

Enquiries arrived through the website, referrals, and LinkedIn, then landed in one shared inbox with no owner. Nobody could say how many leads came in each week, and follow-up depended on whoever checked email first.

What We Built

We mapped the qualification path, rebuilt their CRM pipeline around it, and connected every enquiry source to a single intake form with automatic owner assignment. New leads now receive an acknowledgement within two minutes and a task sequence for the assigned consultant.

Results

82%

faster first response

3.4x

more leads contacted within 24 hours

100%

enquiry source visibility

We finally know where every enquiry came from and who is responsible for it. That alone changed how our team operates.

Managing Director, Professional Services Firm

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