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Ascent InnovateSystems that work together.
Scope & priceRequest your free review

FOR TEAMS ALREADY USING A CRM

Give every enquiry an owner and a next step.

When enquiries sit unassigned or follow-ups depend on memory, your CRM creates more chasing. We configure one team’s assignment and follow-up workflow, so people know what to do and managers can see what needs attention.

Request your free review Watch the sample workflow (opens a new tab)

Start with a free 20-minute conversation.
One workflow. A recommended practical next step.

ONE TEAM. A CLEAR NEXT STEP.Illustrative flow
IN YOUR EXISTING CRM

A new enquiry arrives

From an existing, working enquiry source

Assign an owner. Set the next step.Your agreed rules
FOR YOUR TEAM AND MANAGER

Follow-ups are visible

A named owner, a due task and an exceptions view

Unassigned or overdue? The manager can see what needs attention.

CRM FOLLOW-UP SPRINT

Make the CRM you have work better for your team.

For a business with an existing CRM, a team responsible for enquiries and a specific assignment or follow-up problem. One CRM. One team. One pipeline.

Clear assignmentConfigure one agreed rule for assigning new enquiries, including what happens when no owner matches.
A visible next stepSet up one follow-up cadence with tasks and reminders your team can use.
A manager’s exceptions viewMake unassigned enquiries and overdue follow-ups visible in one agreed view.
Testing and team handoverCheck the agreed scenarios with your team and provide operating notes and a handover session.
Scoped implementationUSD 3,500

A fixed fee for the scope above, subject to workflow review and an agreed written scope. Additional work is quoted separately. The initial 20-minute review is free.

What sits outside this scope

A CRM replacement, a new source integration, historical data cleanup or migration, extra teams or pipelines, custom software, messaging campaigns and ongoing support are separate scopes. CRM licences and vendor usage fees are additional. Any support period is agreed in the written proposal.

HOW WE START

Agree the problem. Configure the workflow. Test it together.

  1. 01

    Your free 20-minute review

    Show us where ownership or follow-up gets stuck. We’ll discuss one workflow and recommend a practical next step.

  2. 02

    Confirm fit and the fixed scope

    Check your CRM’s capabilities and permissions. Agree the assignment rule, follow-up cadence, acceptance checks, timing and fixed fee before work starts.

  3. 03

    Configure, test and hand over

    Work through normal, unassigned and overdue examples with your team, then hand over the workflow and operating notes.

YOUR NEXT STEP

Your free 20-minute workflow review

Tell us which CRM you use and where assignment or follow-up is getting stuck. We’ll discuss one workflow and suggest a practical next step, including when your CRM’s existing features are enough.

No system access or credentials are needed for the call. A deeper audit or implementation is scoped and quoted separately.

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