Map the revenue process
Define the stages, entry rules, qualification criteria, and handoffs.
THE CONSTRAINT
A CRM only helps when the process around it works.
- Customer conversations are scattered across tools.
- Deals sit in stages without a clear next action.
- Reports cannot explain where opportunities are lost.
THE SYSTEM
What connects.
Configure the workspace
Build pipelines, fields, permissions, and communication records around the process.
Connect follow-up
Create workflow triggers, appointment paths, reminders, and ownership rules.
Make performance visible
Build stage-level reporting and document how the team uses it.
WHAT WE MEASURE
Stage conversion · Follow-up completion · Sales cycle · Pipeline accuracy
(the method)
Start with the bottleneck.
Build what moves the business.
Diagnose
Find the constraint in acquisition, conversion, retention, or operations.
Build
Connect the pages, channels, CRM, workflows, and measurement the system needs.
Improve
Use real pipeline and customer data to decide what to change or scale.
Operate or transfer
Keep JMI involved or bring the documented system into your team.
BEFORE YOU DECIDE
Useful answers.
Do we need to change CRM?
Not necessarily. We review the existing configuration and adoption before recommending a platform decision.
Can you connect marketing and sales data?
The implementation maps source data, contact records, opportunities, and agreed sales outcomes so reporting can follow the journey.
Do you document the process?
Documentation and team handoff are part of the operating plan, with responsibilities agreed in the scope.
(your next move)