CRM & Follow-Up Workflow
Moved a spreadsheet-run business onto a proper CRM pipeline with automated, stage-based follow-up.
- Industry
- Tutoring & education
CRM Pipeline
New
Maria C.New lead
Sam T.New lead
Contacted
David K.Following up
Proposal
Renee L.Sent
Booked
James R.Won
Priya S.Won
Stage-based follow-up fires automatically as leads move
Illustrative example — sample data, not a client capture.
The challenge
A tutoring business was tracking leads in a spreadsheet with no consistent follow-up process. Leads went stale after a week.
Our approach
We built a proper pipeline with clear stages and automated, stage-based follow-up sequences, then trained the team to run it.
What we delivered
- CRM configuration and pipeline design
- Automated stage-based sequences
- Team training and documentation
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