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Sales Process Management
A quote goes out. We run the follow-up on every one, from a named person, logged on the record, and report on it on the first of the month.
What we set up
A follow-up schedule for every quote: a text the same afternoon, a call the next day, a recap two days later. Each step is assigned to a named person and logged on the customer record. Pipeline stages named for how your jobs actually move: inquiry, site visit, quote, decision, scheduled, done.
What runs
Steps fire from the record on schedule, whether or not anyone remembers. When a step is done, the record shows who did it and what was said. Quotes that stall are assigned back to the team.
What you see
The Helm Report on the first of the month: five numbers in the order the customer travels (found, called, answered, booked, closed), and a few sentences on what we changed.
What we don’t do
We build and run the process. You still do the quoting, the pricing, and the work. We don’t put commission reps on your phone, and we don’t close deals for you.
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See it for your trade
Pick the business closest to yours and see what we'd set up and what a call sounds like.