FOR TEAMS ALREADY USING A CRM

Give every enquiry an owner and a next step.

We configure clear ownership, follow-up tasks and a manager’s view in the CRM you already use. Your team knows what to do next, and you can see what needs attention.

Request your free review See scope & price

Start with a free 20-minute conversation.
One workflow. A recommended practical next step.

Illustrative example

The same enquiry. Clearer follow-up.

In the CRM your team already uses.

Jordan Lee

A new consultation enquiry

Before

Owner: Unassigned
Next step: No follow-up planned
Manager’s view: Chasing updates

After our setup

Owner: Alex · Sales
Next step: Call today, 3 PM
Manager’s view: Overdue follow-ups visible

Request your free review 20 minutes. A practical next step.

WHAT WE SET UP

A working follow-up process in your existing CRM.

For teams whose enquiries already reach their CRM, but ownership or follow-up needs fixing.

A responsible teammateAn agreed assignment rule, with a fallback when the usual owner is unavailable.

Follow-up tasks and remindersA clear action and due time, following a schedule agreed with your team.

A view of enquiries needing attentionOne manager view for unassigned enquiries and overdue follow-ups.

Testing and team handoverTest the agreed situations, then give your team a walkthrough and operating notes.

Core implementationUSD 3,500

A fixed fee for one assignment and follow-up workflow in one CRM, team and pipeline. We confirm the scope before starting. Additional work is quoted separately.

What sits outside this scope

A CRM replacement, a new source integration, historical data cleanup or migration, extra teams or pipelines, custom software, messaging campaigns and ongoing support are separate scopes. CRM licences and vendor usage fees are additional. Any support period is agreed in the written proposal.

Will this work with our CRM?

We check your CRM’s features, plan and permissions before agreeing the work. We use its existing capabilities where they fit; we do not promise compatibility before that check.

What happens after setup?

Your team gets a walkthrough and notes covering assignment rules, follow-up tasks and the manager view. We agree any support period in the written proposal; ongoing support is a separate scope.

HOW WE START

From a short conversation to a working process.

01
Discuss the problem
A free 20-minute conversation about what gets missed and a practical next step.
02
Agree the work
We confirm your CRM’s features, the scope, timing and fixed fee before starting.
03
Set it up together
We configure and test the workflow, then show your team how to use it.

YOUR NEXT STEP

Your free 20-minute workflow review

Tell us which CRM you use and what gets missed. We’ll recommend a practical next step, including when your existing CRM features are enough.

No system access needed for the review. Detailed audits and implementation are quoted separately.

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After your request, we’ll contact you to find a suitable time.

How we use your details

We store your answers and any campaign tags in the page link to assess and respond to your request. Do not include passwords, API keys or customer records. To ask for deletion, contact contact@ascentinnovate.com.