Context
Missing lead scoring and non-standard follow-up caused lost opportunities.
What we delivered
- New funnel stage model and qualification rules
- Automated tasks and reminders for sales reps
- Management reporting by funnel stage conversion
Case study
B2B sales funnel rebuild
Clearer pipeline, better conversion and more stable forecasting.
Implementation stack
- Pipedrive
- n8n
- Notion
- Metabase
Outcome
- A pipeline that's readable for reps and management.
- Standardized follow-ups, fewer lost opportunities.
- A more stable, up-to-date forecast.