If you have it now
Contacts in 5+ channels
Manual task control
There is no single picture
Loss of leads
Digital architecture
How does your business operate in operational management mode?
Unified Business Process Center
Website + CRM as the core of the system
Transparency of indicators for the manager
What we create:
System architecture: 4 control loops
Client contour
Multichannel system for receiving and processing requests
External contour
Social media marketing
Inner contour
CRM core
Management contour
Real-time analytics
CRM at the center, surrounded by integrated customer experience, communications, operations, and analytics.
Implementation plan
4-12 week roadmap with priorities and metrics
CRM
Social media
Messages and leads
Single stream
All channels in CRM
Messengers
Customer Chat Requests
Letters and applications
Website
Forms and addresses
What problems do we solve?
We're creating a new revenue stream with predictable demand, acquisition channels, and a clear scaling model. Not just an "idea," but a manageable P&L for a new direction.
We calculate margins, CAC, LTV, and break-even points, and model scenarios. Before implementation, it's clear how profit is generated and where the risk areas are.
We select target segments, create a specific offer based on the client's measurable problem, and develop the offer structure and pricing.
We design and implement a sales funnel, touchpoints, CRM logic, KPIs, and a control system. Sales become a system, not a personal initiative of the salesperson.
We create a 4-12 week roadmap, launch processes, set up metrics, and monitor actual results. Transition from concept to operational management.
We are building a transparent financial model for a new direction: cost structure, margins, growth scenarios, and deviation control
We structure processes, assign responsibilities, and create measurable benchmarks for the team. The business begins to operate through a system, rather than through constant manual management.
Implementation effect
01
No lost leads
All requests are recorded automatically
02
24/7 funnel monitoring
See customer traffic in real time
03
Reducing response time
Automation of primary reactions
04
Loading transparency
See the tasks and workload of each employee
05
Service standardization
Uniform regulations for processing requests
Before implementation
-
Manual accounting
-
Loss of chat history
-
Duplication of work
-
Reacting to problems after the fact
After implementation
Automatic fixation
Unified customer history
Managing Requests
Preventive control
Transition to a controlled system.
Every stage is transparent, every decision is based on data.
How the system is implemented: a managed project
Diagnostics
Map of current processes, systems and bottlenecks
Design
Target architecture and regulations diagram
Kernel setup
Working Site + CRM integration with funnels and fields
Implementation
We launch processes, set up metrics, and monitor results.
Integrations
Connecting all channels and systems
Regulation
Process documentation and team training
Launch and control
First month monitoring and adjustments
Implementation period: 6–10+ weeks depending on the number of integrations and the complexity of the processes.
Who is this solution for?
Suitable for you:
Team of 5 employees
A flow of 30+ requests per month
Transparency of processes is needed
The goal is scaling
Doesn't suit you:
Microbusiness without systemic processes
There is no operating model
No willingness to change habits
The budget is only for a one-time setup
Technology itself doesn't change anything. What changes is how it's used.
© Clayton Christensen