CRM & Marketing Automation / DUBAI, UAE & GCC
Give every lead a clear next step.
Build the operating rules behind a connected revenue system. Define lifecycle stages, data requirements, lead scoring and routing before configuring the automations that depend on them.
Request a 20-minute discovery call ↗
THE COMMERCIAL PURPOSE
What this work helps you decide.
Make the handover from marketing to sales visible and reliable. We define lifecycle stages, qualification, data fields, lead scoring and routing, then configure the workflows and integrations that support them. Nurture and follow-up have clear owners and exit rules. Marketing reporting connects to pipeline stages so the team can see what happens after a lead is captured.
The decision test
Can the team trace a record from capture to ownership, follow-up and reporting, including what happens when data or routing fails?
What we need to understand
Current CRM and marketing stack, data fields, lifecycle definitions, lead sources, assignment rules, integration requirements and reporting gaps.
A clear sequence. Useful work at every stage.
The scope connects diagnosis with practical implementation. Each stage has a purpose, with decisions, dependencies and responsibilities made explicit.
01
Understand
Map the lead journey, data model and current process gaps.
02
Design
Design lifecycle stages, scoring, assignment and workflow rules.
03
Build
Configure agreed CRM objects, integrations, migration and sequences.
04
Embed
Test exceptions, document ownership and train users on the operating model.
THE DELIVERABLES
What you can put to work.
The final scope specifies the outputs, level of detail and acceptance criteria. Depending on your starting point, the work can include:
01
MarTech blueprint
02
CRM configuration
03
integrations and migration mapping
04
lead scoring and assignment
05
nurture sequences
06
attribution and funnel dashboards
We agree which deliverables need to be created, which existing materials should be improved and what can be excluded. Implementation dependencies, access requirements and client review responsibilities are documented before work starts.
A handover your team can use
Receive the agreed outputs with the assumptions, ownership and operating guidance needed to use them. Where a system or workflow is configured, the handover identifies administration, maintenance and review responsibilities.
Progress measured against the brief
The starting point and success measures are defined during discovery. Reviews test whether the work answers the agreed decision or delivery need, while keeping dependencies and unresolved assumptions visible.
THE DETAILS THAT CHANGE THE RESULT
Where the expertise shows up.
01
Define the data before the workflow.
Agree required fields, sources, lifecycle stages and ownership. Missing or inconsistent data can send an otherwise correct automation down the wrong path. Migration needs mapping and validation rather than simply importing a file.
02
Design the exceptions.
Specify duplicate handling, unassigned records, failed integrations, opt-outs and re-entry rules. Each exception needs a responsible owner and a way to become visible. Automation should reduce hidden work rather than silently move it elsewhere.
03
Connect reporting to operations.
Attribution and pipeline reports depend on consistent stage use and reliable source data. Document how metrics are calculated and what they exclude. A reporting model should fit the buying journey and the decisions the team can realistically make.
QUESTIONS BEFORE YOU START
Clarity before commitment.
Do we need to replace our current CRM?
Not necessarily. We first assess whether the existing stack can support the agreed process. Configuration, data quality and ownership may be the main issues. Any recommendation to replace a platform should explain the business need, trade-offs and migration implications.
Can we start with a focused scope?
Yes. Start with a defined priority and the inputs needed to address it. We can scope a diagnostic, a specific deliverable or implementation support, rather than requiring a broad programme before the business need is clear.
Who is involved from our team?
A decision-maker, a day-to-day owner and the people who understand the relevant workflows or information. Access, review and approval responsibilities are agreed at the start so progress does not depend on informal handovers.
How are the fees and timeline set?
They depend on the agreed outputs, quality and availability of inputs, implementation requirements and ongoing support. The proposal specifies milestones, responsibilities and commercial terms. The discovery call is used to understand the work before quoting it.
Start with the priority in front of you.
Tell us what needs to change, what you have already tried and what a useful result would look like. We will discuss the relevant scope and the next decision.
Request a 20-minute discovery call ↗No pitch. Reply within 2 business days. NDA available on request.
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