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// GROWTH SYSTEMS — 04
CRM & Sales Automation
Follow-up shouldn’t depend on memory. The pipeline needs to be visible.
Sets up CRM, ownership, status, and follow-up SLAs so every opportunity has a clear trail from inquiry to close.
SIGNALS YOU NEED THIS
▸Follow-ups get missed because there’s no automatic reminder.
▸Lead status changes depending on who you ask.
▸There’s no clear SLA for response time.
▸Pipeline data is scattered across spreadsheets and personal chats.
WHAT CHANGES AFTER GOING LIVE
▪Every opportunity has one owner, status, and next action visible to everyone.
▪Reminders and follow-up SLAs run automatically.
▪The pipeline is visible to the business owner in real time.
HOW THIS SYSTEM WORKS
- 01
Map pipeline stages to how closing actually happens.
- 02
Set up CRM with consistent ownership and status.
- 03
Define follow-up SLAs for each stage.
- 04
Turn on automatic reminders and notifications.
- 05
Monitor the pipeline through a shared dashboard.
09:00:00 [STEP 01] Map pipeline stages to how closing actually happens.
10:13:37 [STEP 02] Set up CRM with consistent ownership and status.
11:26:14 [STEP 03] Define follow-up SLAs for each stage.
12:39:51 [STEP 04] Turn on automatic reminders and notifications.
13:52:28 [STEP 05] Monitor the pipeline through a shared dashboard.
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