After the Audit

Find the gap. Automate the fix.

Every audit finding maps to a build — configured on the CRM, phone, chat, and commerce tools you already pay for. No new vendors.

How It Connects

Measure the four speed metrics and find where leads leak

Build the fix into the stack you already run

Live dashboards prove the metric moved

Lead Response

Finding: Leads wait hours in a shared inbox or queue
We build: Instant routing by territory, product, or round-robin with a response SLA timer and escalation
Result: Minutes to first touch, one owner per lead

Finding: Missed sales calls go to voicemail and die
We build: Missed call triggers an instant SMS to the caller plus an assigned callback task with a 5-minute SLA
Result: Missed calls become managed leads

Finding: Chat transcripts and form fills live outside the CRM
We build: Every chat, form, and after-hours inquiry lands in the CRM with context and enters the same routing
Result: One funnel across every channel

Qualification

Finding: Reps qualify by gut; criteria differ rep to rep
We build: Leads enriched and scored on arrival; qualification fields enforced at stage change
Result: Same-day qualify-or-release decisions

Quoting

Finding: Quote requests get no reply for a day or more
We build: Instant acknowledgment with owner and quote ETA; RFQ becomes a deal with SLA timers
Result: Buyers know you are on it within seconds

Finding: Quotes take two weeks; approvals queue silently
We build: Templated quotes for standard deals, pre-approved pricing bands, and escalating approval requests
Result: Standard quotes out inside 48 hours

Close & Follow-up

Finding: Deals sit untouched for weeks before anyone notices
We build: Deals exceeding 2× median stage dwell alert the owner and manager with a next-step prompt
Result: Pipeline that moves instead of rots

Finding: Quotes, carts, and demos go unfollowed
We build: Post-quote, abandoned-cart, and no-show sequences with rep tasks for high-value cases
Result: Recovered revenue from buyers who already raised a hand

Visibility & Motivation

Finding: Reporting is a Friday spreadsheet
We build: Real-time dashboards for the four speed metrics, per rep and per channel
Result: Problems visible the day they start

Finding: Incentives pay on outcomes reps can't see move
We build: CRM-fed leaderboards on controllable metrics with automated SPIFF qualification and payout tracking
Result: Motivation pointed at the metrics that matter

Already know the gap? Skip to the build.

Tell us which finding hurts most — we'll scope the automation on your current stack.