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● Delivered · Sales infrastructure
Sales Pipeline Infrastructure
A 9-stage sales pipeline with ~40 custom fields, 3 forms, 12 branded lifecycle emails, a booking calendar, and Slack alerts — taking a lead from webinar to onboarded client.
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● Delivered
Category
Sales infrastructure
Outcome
Ad-hoc lead handling became a fully automated lifecycle.
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About this project
A 9-stage sales pipeline with ~40 custom fields, 3 forms, 12 branded lifecycle emails, a booking calendar, and Slack alerts — taking a lead from webinar to onboarded client.
Outcome
Ad-hoc lead handling became a fully automated lifecycle.
Automation in action
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