Sales and pipeline
Requests that come in and nobody touches again.
The client asked for a quote, waited, and bought somewhere else. Between email, phone and WhatsApp, nobody knows for sure how many requests went unanswered. In a company with 60 requests a month, that's €75,600 a year in business at risk.
- 60requests coming in per month
- 12months
- 35%unanswered in the first 48 h
- 20%usual conversion
- €1,500average value
What stops happening
Three things that no longer depend on someone remembering.
On top of the tools the company already uses. Each block shows what appears on the screen of the people doing the work.
01
No request goes unanswered.
Every channel lands in one place.
- Website, email, phone and social media in a single inbox
- Each request sorted by type, urgency and value
- Routed straight to the right person
02
Follow-up no longer depends on memory.
The cadence is set once and always kept.
- Automatic contact sequences
- An alert when a proposal passes its deadline without a reply
- Each owner sees what they have to do today
03
You know where the pipeline stands without asking anyone.
- Pipeline updated from what actually happens
- Conversion by source, to know where it's worth investing
- Forecast of deals closing in the coming weeks
Before and after
Before
The pipeline lived in three people's heads.
After
Every request has an owner, a deadline and a visible status.
Method
MEDIR
Whatever the area, the work that shouldn't need to exist is measured and removed the same way: five phases, always in the same order.
Discover the methodMap
Estimate
Decide
Implement
Review
Related
Case · Myo Clinic+54How Myo Clinic turned its patients into its biggest acquisition channelRead the caseInsight · 5 min read
How much business comes in and nobody touches again?
The real cost of a request left unanswered for the first 48 hours.
Read the insight
Talk to us
Two questions about your pipeline, and the conversation starts with data on the table.
We reply with numbers. Talk to the people who'll be on the project.
Book a call with GuilhermeGuilherme Ferreira · Head of Technology and Operations
30 min · video call