A new contact.
- Name & email
- Available
- What interested them
- Unknown
- Questions before the call
- Unknown
- Why call this lead first?
- Someone has to work it out.
THE LEAD SYSTEM / BUILT FOR B2B SALES
A better starting point
for every
sales conversation.
Your team gets the inquiry. I make sure the useful context gets there too: what the buyer explored, what they need, and why they are worth a call.
THE PATH TO A BETTER CONVERSATION
01
Keep the useful signals.
Which pages they explored. Which questions they opened. What they told you.
ILLUSTRATIVE JOURNEY
Service page viewed → Case study read → Pricing question opened
THE GAP
You’ve paid to get them here.
Keep the context they leave.
Built for B2B companies with valuable contracts, website inquiries, a sales team and a CRM. Especially when nobody owns the connection between those last two.
A useful starting point.
- Business fit
- Matches your target profile
- Interest
- Explored your service and a relevant case study
- Open questions
- Viewed implementation and pricing FAQs
- Suggested next step
- Route to the right rep, with the reason attached
Illustrative handoff. The information captured and the rules used are defined for your business.
WHAT GETS BUILT
One connected system.
Every part has a job.
The diagnostic defines the scope. That can mean improving an existing site or rebuilding the pages and assets it needs. The join to sales is designed from the start.
01
The buyer’s path
Page structure, messaging and useful conversion assets shaped around buyer questions.
People can find a reason to take the next step.02
The tracking layer
Relevant events, campaign attribution and form context, configured around your measurement requirements.
The useful activity is captured before it disappears.03
The decision rules
Fit and intent scored separately. Clear exclusions. A stated reason behind each route.
Your team can see why a lead was prioritized.04
The CRM handoff
Fields mapped, records joined and notifications routed to the right people.
The context arrives where sales already works.05
The handover
Documentation, reporting and a working session with the people who will run it.
The system belongs to you.THE ENGAGEMENT
Understand first.
Build with a reason.
A full build typically takes six to eight weeks after the diagnostic. Your page count, integrations and review process determine the actual schedule.
Agree on the problem.
Talk to your team, review buyer evidence and inspect the current setup. You get findings, priorities and a build plan before committing to delivery.
Explore the diagnosticConnect the pieces.
Build the agreed pages and systems, then test the journey from visitor action through to the CRM record and sales notification.
Named pages. Named integrations. Agreed acceptance checks.Learn from what happens.
Document the system and review the early signals with your team. Refine the model as real sales outcomes become available.
You keep the system, its rules and its documentation.AFTER LAUNCH
A score starts
as a hypothesis.
The first model is a reasoned starting point. Closed deals, lost opportunities and feedback from your reps show which signals deserve more weight.
Ongoing support keeps the tracking working and gives your team a clear account of what changed and why.
01
Review the scoring
Compare the model against actual sales outcomes.
02
Check the connection
Catch broken tags, changed forms and missing CRM fields.
03
Make the learning usable
A concise report and a working session with your marketing lead.
Ongoing support is scoped separately. Your team keeps the documentation whether I stay involved or not.
BEFORE WE TALK
The practical
questions.
No fixed package price before the scope is clear.
How much does it cost?
The price depends on the pages, conversion assets, integrations and data work involved. The diagnostic gives us a concrete scope, then I quote the build. A focused two-page project and a complex multi-page system are different engagements.
Do we need a new website or CRM?
Not automatically. I review what works before proposing changes. The build can improve the existing site and connect it to the CRM your team already uses.
What do you need from our team?
A point of contact in marketing, input from sales, and access to the relevant website, analytics and CRM setup. We agree on the inputs and review dates before the project starts.
Can you guarantee more sales?
No. I build the infrastructure that lets you understand the path to an inquiry and connect it to what happens in sales. Traffic, your offer and the follow-up still affect the outcome.
Do we have to stay on a retainer?
We agree on a tuning and support plan before the build. Ongoing involvement depends on what you need and what your team can run. The system and documentation remain yours.
Will every visitor be identifiable?
No. Captured context depends on consent choices, browser behavior, your tools and the information someone chooses to provide. The implementation is scoped around your requirements; it is not a promise to identify everyone.
LET’S LOOK AT THE JOIN
What does your sales team
receive after a form fill?
Tell me about your setup. We’ll work out whether there is a gap worth fixing.
Talk through your setup ↗Or send me an email ↗