man wearing gray polo shirt beside dry-erase board

CRM & Pipeline Strategy

man wearing gray polo shirt beside dry-erase board

CRM & Pipeline Strategy

man wearing gray polo shirt beside dry-erase board

CRM & Pipeline Strategy

Our services

Your ads are generating leads. But are they turning into revenue?

Most B2B companies have a leaky pipeline leads come in, get handed to sales, and disappear. No visibility, no follow-up system, no closed-loop data. We fix the handoff.

THE PROBLEM

Marketing says leads are up. Sales says leads are bad. Both are right.

This is the most common breakdown in B2B revenue and it costs more than any underperforming ad campaign. Marketing optimises for volume. Sales qualifies on gut feel. No one agrees on what a good lead looks like. The CRM is a mess of untagged contacts and stale deals. And when the quarter ends, nobody can explain why pipeline didn't convert.

The root cause isn't the ads. It's the system between the ad click and the closed deal.

WHAT WE DO

We build the system that connects your marketing spend to your revenue.

CRM Audit & Lead Flow Mapping

Start with a full audit of how leads move through your CRM today โ€” from first form fill to closed deal. Identify where they drop, where they stall, and where sales and marketing are misaligned. Works across HubSpot, Salesforce, and Pipedrive.

Lead Scoring & Lifecycle Design

Build a lead scoring model that reflects your actual buyer behaviour firmographic fit, engagement signals, intent indicators. Define lifecycle stages that both marketing and sales agree on. Stop sending unqualified leads to sales and cold leads to nurture.

Marketing-to-Sales Handoff SLA

Design the SLA between marketing and sales what qualifies as an MQL, when sales picks it up, what happens if they don't, and how both teams are held accountable. The handoff is where most B2B pipeline dies. This fixes it.

Closed-Loop Reporting

Connect your ad platforms to your CRM so you can see for every campaign, every channel, every ad how many leads converted to pipeline and to revenue. Stop optimising for CPL. Start optimising for cost per closed deal.

TOOLS WE WORK WITH

CRMs we audit and configure:

Moengage & Clevertap

Customer engagement and lifecycle automation for B2B products with high user volume. I configure journeys, event tracking, and campaign logic to move users through your pipeline efficiently.

Gupshup

Conversational messaging across WhatsApp, SMS, and chat. I set up lead nurture and follow-up flows that engage B2B prospects where they actually respond.

Mixpanel

Product and funnel analytics. I set up event tracking, conversion funnels, and cohort analysis so you know exactly where leads are dropping out of your pipeline and why.

TrueValue / Custom Stacks

If you're running a custom or hybrid stack, I audit the integration between your tools and design the data flow that connects marketing activity to revenue outcomes.

WHAT YOU GET AT THE END

A pipeline system your sales and marketing team both trust.

โœ… Alignment : Marketing and sales agree on what a good lead looks like, when it gets handed off, and who owns what at each stage.

โœ… Visibility : Full closed-loop reporting from ad click to closed deal. You know exactly which campaigns are generating revenue not just leads.

โœ… Scalability : A documented, repeatable system that works whether you're closing 10 deals a month or 100.

WHO THIS IS FOR

This is right for you if:

Your sales team complains about lead quality but marketing says numbers look fine

You can't tell which ad campaigns are actually generating closed revenue

Leads come in and go cold because there's no structured follow-up system

Your CRM is disorganised duplicate contacts, no lifecycle stages, no consistent pipeline view

You're scaling marketing spend but pipeline conversion isn't keeping up

+68%

+68%

Lead volume increase for a B2B SaaS client

Lead volume increase for a B2B SaaS client

โˆ’34%

โˆ’34%

CPA reduction after closed-loop reporting was implemented

CPA reduction after closed-loop reporting was implemented

91%

91%

Client retention rate across all engagements.

Client retention rate across all engagements.