📄 CRM- Sales
Sign in

CRM & Marketing Automation Plan for Contractor Conversion

This document outlines the comprehensive funnel strategy using Odoo CRM, Email Marketing, and Marketing Automation to effectively convert leads into contracted sales for SupportCrewe.

Overview

Implementing a structured CRM system with customized pipeline statuses, clearly defined activity types, strategic activity planning, detailed tagging, and precise lost reason tracking will streamline our sales process, enhance client interactions, and significantly improve conversion rates.

Funnel Steps & Pipeline Statuses

  1. New Lead: Leads captured via various sources (social media, website, email).

  2. Qualified Lead: Leads meeting revenue and volume thresholds, showing genuine interest.

  3. Consultation Scheduled: Scheduled meetings with contractors to discuss their specific needs.

  4. Proposal Sent: Sending proposals, including contract terms and payment expectations.

  5. Onboarding: Initiating onboarding once the contract is signed and payment received.

  6. Active Client: Fully onboarded clients actively utilizing SupportCrewe's services.

Activity Management

Detailed activity types and automated follow-up schedules clearly aligned with pipeline statuses ensure leads are systematically nurtured.

Tagging Strategy

Implementing precise tags based on source, service interests, job volume, revenue tiers, and geography allows for targeted marketing and detailed analytics.

Lost Reasons

Clearly documenting lost reasons helps identify improvement areas, optimize sales processes, and strategically refine client outreach.

Core CRM Customizations

Detailed setup information is available in separate, dedicated documents:

Each area is hyperlinked to provide easy access to specific setup details and instructions.

By adhering to this structured and detailed CRM approach, SupportCrewe will effectively scale operations, enhance lead conversions, and drive sustainable business growth.