Sales & CRM
Give every inquiry a clear next step.
I help owners and teams improve lead handling, sales processes, customer retention, and the tools that make the work visible.
Discuss sales and follow-up
Start with how you sell.
A useful CRM supports the real process. We decide what needs to happen before choosing the fields and software.
Map the journey
Examine how opportunities arrive, how you qualify them, how proposals progress, and what happens after someone becomes a customer.
Make responsibility visible
Define pipeline stages, owners, response expectations, handoffs, and follow-up tasks. Configure or improve the CRM where it helps.
See what is changing
Use consistent records to examine response times, follow-up completion, conversion, retention, and expansion. Goals and reporting should help the team understand what matters.
What you receive
A documented process and useful tools.
- A mapped inquiry-to-customer process and clear ownership.
- Agreed CRM structure, fields, and workflow changes.
- Follow-up guidance, handoff documentation, and training where needed.
- A reporting baseline and measures tied to your goal.
Previous account-management role · MedBridge
From missed goals to every account manager meeting retention and expansion goals.
I clarified processes, priorities, goal structure, and communication for eight account managers managing an existing $50 million portfolio. From June to December 2023, every manager met retention and expansion goals, and all accounts were contractually renewed one month before their renewal dates.
Read the full context and outcome