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Recovering pipeline lost in the system

Undocumented system changes were quietly dropping leads before anyone worked them. Rebuilding the lead flow recovered 44% of them.

The situation

As the company scaled, changes made upstream in the CRM went undocumented. Leads were being marked unqualified and dropped before anyone worked them, and nobody could see it happening.

The work

  • Traced the lead flow end to end. Found where qualification was breaking.
  • Rebuilt the rules and handoffs. Set qualification rules and handoffs between marketing and sales so every lead had a clear owner and next step.
Results
Misclassified leads recovered44%Leads previously marked unqualified, recovered into pipeline
Marketing-sourced close rate2×Marketing-sourced leads were closing at twice the rate of sales-prospected leads
Next step

Start a conversation.

A short conversation is enough to know whether a project makes sense, and what it would take.