When this work is a fit
Consider implementation when leads are scattered across inboxes, stage reports cannot be reconciled, or your current setup does not support the agreed sales workflow. First decide whether a repair would solve the problem with less disruption.
Deliverables to define in the scope
- A requirements brief distinguishing essential workflows from optional features.
- Configured stages, required information, owner assignment, and follow-up views.
- A migration and reconciliation plan with a recoverable source export and controlled cutover.
- Scenario testing, role-based training, administrator handover, and an exception log.
How implementation progresses
- Define the sales stages and evidence required to move between them before configuring fields.
- Pilot a representative set of records and integrations, including duplicate and failure cases.
- Train a small user group, reconcile the pilot, and expand after the team can run the workflow.
What to bring to a scoping conversation
Bring current tools, data sources, sales stages, lead channels, reporting needs, and communication constraints. Name a business decision maker and an internal administrator. Confirm that necessary vendor access and licenses can be arranged.
Acceptance and handover
A lead should reach the correct owner, progress on recorded evidence, and retain its history through a handoff. Managers should reproduce the main reports from agreed definitions, and the internal administrator should know how to maintain the setup.
Scope boundaries
Vendor selection, licensing, custom development, and third-party integrations depend on scope. Confirm platform compatibility before committing to a rollout date or migration promise.
Related implementation resources
Discuss the operating problem
Elixir consulting starts at $5,000 per month, with final pricing based on scope. Bring a recent example, the current workflow, and the person who owns the result to define the appropriate implementation scope.