Operational fixes
Lead management consultant for businesses losing enquiries
Fix the full path: capture → owner → reminder → outcome. Often with AI assisting on the website.
Clear scope and price band before work starts
Common situations
Marketing generates leads ops ignores
No SLA on response time
Win/loss reasons never recorded
What can be included
Lead management system and follow-up rules
Dashboards with owners, KPIs, and alerts
Automations replacing manual copy-paste
Clear handover so your team can maintain it
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
First scoped build
- 01 / Current Situation
- Manual steps and spreadsheets held the process together.
- 02 / OpsPatch Build
- Focused lead management system and follow-up rules with one measurable outcome in the first sprint.
- 03 / Delivered Handover
- Scoped deliverable + documentation + handover.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- WhatsApp
- AI assistants