Where it fits
Inquiries sit across inboxes, spreadsheets and personal phones, or a CRM exists but the team rarely uses it.
What we change
We agree the pilot scope, design lead stages and handoffs, and identify tasks suitable for automation. The team tests the workflow with real operating scenarios.
What you take away
A working pilot, guidance for the people who own it, and measures such as follow-up time or CRM adoption.
