The revenue system

The problem

A wellness business buys expensive leads and then loses them in the gaps between systems. Every hand-off was a place for a lead to fall out. Everyone reading this knows what a lead costs.

The system

The whole flow automated into Zoho so nothing fell out: capture to CRM to assignment to delivery, with IVR and the other integrations wired in. The sales team stopped doing data entry.

Then an AI layer on top, which is the part that makes it more than a CRM implementation. An AI email tool, and an AI sales agent that pre-qualified leads before a salesperson ever spoke to them. The human conversation started from a known position rather than from scratch.

What happened

Zero lead drop. And management got visibility across the entire sales workflow, which they did not have before.

This is the sales side. The programme delivery system was initiated in my time and did not go live before I left, so it is not on this page.