CASE / 002PLACEHOLDER — CLIENT INFORMATION PENDING
A commercial system shaped around the way the team actually sells.
SECTORServices / Mexico
MODELHybrid forward-deployed / Monthly
STATUSPlaceholder narrative
PLACEHOLDER IMAGE / REPLACE WITH CLIENT-APPROVED MATERIAL
01 / SALES DISCOVERYPLAUSIBLE SCOPE / TO BE VALIDATED
Map how a real opportunity moves.
We would follow recent opportunities from first contact to proposal and follow-up, learning where context disappears, decisions slow down, and the generic CRM stops matching the team’s behavior.
01Examine
Lead sources, qualification, ownership, proposals, follow-up habits, and lost opportunities.
02Shape
A commercial workflow map and a prioritized first slice based on the team’s actual sales rhythm.
03Expected effect
Shared language for the pipeline and a system scope grounded in real commercial work.
02 / TAILORED CRMPLAUSIBLE SCOPE / TO BE VALIDATED
Make the next action impossible to lose.
The focused CRM would keep the customer, opportunity, proposal, owner, conversation context, and next commitment together—without the unused fields and administration of an oversized platform.
A compact account workspace, opportunity board, proposal history, and clear next-action logic.
03Expected effect
A commercial system the team can keep current because it supports the way they already sell.
03 / MESSAGE INTEGRATIONPLAUSIBLE SCOPE / TO BE VALIDATED
Keep conversations attached to the customer.
Important WhatsApp and email context would be connected to the commercial record so another person can understand the relationship without asking for screenshots or reconstructing an inbox.
01Examine
Communication channels, consent, useful message types, attachments, and privacy boundaries.
02Shape
A selective conversation timeline with notes, ownership, and follow-up actions—not an uncontrolled archive.
03Expected effect
Better continuity when accounts change hands and fewer customer commitments hidden in private chats.
04 / REPORTINGPLAUSIBLE SCOPE / TO BE VALIDATED
Show the pipeline without spreadsheet theater.
Reporting would be generated from the live workflow, giving leaders a current view of opportunities, follow-up, concentration, and risk without requiring a separate weekly reconstruction.
01Examine
Decisions leaders make, trusted indicators, reporting cadence, and the definitions behind each metric.
02Shape
A small set of operational views with drill-down to the customers and actions behind the numbers.
03Expected effect
Faster commercial decisions based on current activity rather than manually prepared status files.
PRIMARY METRICPending
Verified customer result
TIME TO PRODUCTIONPending
Verified deployment timeline
ADOPTIONPending
Verified usage signal
One tailored system. One active priority. $5,000 USD per month.
