Diagnostic
Map one customer journey, review the current tools and identify the lost context, unclear ownership or delayed next action.
You leave with a workflow map, priorities and a pilot scope.
CRM and follow-up
for service teams.
Connect enquiry capture, CRM ownership and follow-up. Build a sales process your team can operate, with visible handoffs and a reliable view of what happens next.
- Best for
- Incoming enquiries that need a clearer path to a decision.
- First implementation
- One pipeline, one integration and two defined workflows.
- The handover
- A connected journey, pipeline report and team training.
Who it’s for
For teams with enquiries
to qualify and follow up.
Revenue Systems is for established service businesses with incoming enquiries and someone responsible for sales. We work on one repeatable journey, with a decision maker and a sales owner involved.
If the business needs a new offer, a complete CRM replacement or a new source of demand, we identify that before turning it into an automation project.
The initial implementation
What your first CRM
implementation includes.
Agree the deliverables and acceptance tests before implementation begins.
- Map the journey
One offer, one business unit and one existing sales pipeline. Agree what each stage means and who owns the next action.
You receive a journey map, baseline and responsibility list.- Connect the enquiry
One supported integration into your existing CRM, with limited changes to one existing enquiry form.
Test the required fields, source, duplicates and failed submissions.- Create ownership
A defined assignment workflow and internal response reminder. The rules point to an accountable person.
Check the owner, reminder timing and escalation path.- Keep follow-up visible
One agreed follow-up or booking workflow using supported native features and permitted channels.
Test stop conditions, opt-outs and human handoffs where relevant.- Report and hand over
One standard pipeline report, a team training session and practical operating notes.
Your sales owner can use the process and find the support instructions.
Start with one enquiry workflow.
Establish what needs to change, then prove the handoff in a focused pilot. Agree the deliverables and acceptance checks before the build.
Discuss your first implementationImplementation pilot
One pipeline, one supported integration and two defined follow-up workflows, with testing, operating notes and a handover session.
Indicative plan: about three weeks once scope, access and responsibilities are agreed.Fees are agreed against the scope. Software, messaging charges, major migrations and additional integrations are scoped separately.
Scope, timing & investment
CRM project fees,
timing and scope.
Agree a fixed implementation fee.
We confirm the implementation fee after reviewing fit, access and scope. Your software subscriptions, message usage, advertising and applicable taxes are separate.
Start with a diagnostic when needed.
If the problem or data needs deeper review, begin with a paid diagnostic. You receive a baseline, priority fixes and an implementation recommendation you can use.
Confirm access before setting the schedule.
A bounded implementation may take approximately three weeks after access and responsibilities are confirmed. We agree the schedule before starting; complexity and review availability affect it.
Separate scope: new websites, CRM replacement, bulk data cleanup, extra integrations, additional business units, custom applications and 24/7 support.
Before we begin
What your sales owner
needs to provide.
You provide lawful account access, accurate offer information, approved channels and a sales owner who can test the process. We agree stage definitions, test records, responsibilities and the change process together.
We list each connection in the proposal so your team can see what is included, what it costs to run and who maintains it.
See the delivery approachQuestions, straight answers
CRM setup and
follow-up questions.
Do we need to change CRM?
We first assess the CRM you already use, including its plan, permissions and supported features. The initial implementation can work with an existing, supported setup; CRM replacement or bulk migration is a separate project.
Will this create more leads?
The focus is handling existing enquiries more reliably. Advertising, outbound acquisition and content production are not included. If there is little enquiry volume, we may recommend a smaller manual process first.
Is AI part of the system?
Only when it improves a defined task and its output can be checked. Routing rules, clear responsibilities and human decisions are often the right foundation. AI usage and review responsibilities are agreed in the scope.
Can you connect WhatsApp or a booking tool?
We first check your provider, access, supported features and permitted use. A separate channel connection counts as an additional integration unless it is explicitly included in the agreed scope. Messaging and software costs stay with your business.
What does success look like?
The agreed workflow passes its acceptance tests and your team can operate it. We also monitor progress against the baseline, such as ownership, response and stage movement. Sales outcomes depend on your offer, team, customers and fulfilment; they are not guaranteed.
Do we need a monthly retainer?
No. Continuing optimisation is useful when there is a defined backlog and a measurable opportunity. A stable system may need only light support. Any continuing work receives its own scope.
A clearer process starts with a conversation.