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01 / IG SALES SYSTEM

From quote request to sent proposal, with every step organised.

Someone requesting a quote may be comparing several options. Responding quickly and with context helps keep the conversation moving. We connect lead generation, qualification, CRM, proposals and follow-up in one journey.

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SYSTEM STATUSEnquiry with an owner, context and deadline

WHEN IT MAKES SENSE

When the problem lies between tools, rather than within one.

The IG Sales System is suitable when enquiries do come in, but the handover between the website, WhatsApp, spreadsheet, CRM and proposal is manual — and therefore breaks down on busy days.

  • ✓Enquiries arrive through the website, WhatsApp, phone and referrals, and remain in different places
  • ✓The proposal relies on someone remembering to prepare and send it
  • ✓No one knows exactly how many enquiries arrived that month or how many received a response
  • ✓Once the proposal is sent, follow-up only happens if there is time

OPERATIONAL RESULT

Every enquiry with an owner, context and deadline.

The operation can see where the enquiry came from, what the person is looking for, who is responsible and when the next action is due — from arrival through to follow-up after the proposal.

WHAT CAN BE INCLUDED

Four layers, one journey.

The scope is defined after mapping the operation. You do not have to replace everything or commission all four layers at once.

01

Intake and source

Google Business, local SEO, lead generation pages and campaigns, with each enquiry identified on arrival: where it came from, what is needed and how urgently.

02

Qualification and response

Forms with the right questions, WhatsApp, AI-assisted responses and triage — to distinguish people comparing prices from those ready to proceed.

03

Proposals and organisation

A CRM with your business’s actual stages, an owner for each enquiry, visible deadlines and proposal materials where the team can find them.

04

Follow-up and measurement

Follow-up after the proposal, recovery of stalled enquiries and an overview of how many arrived, how many received a response and how long it took.

HOW IT PROGRESSES

Map, implement, activate and improve.

01

Map

We identify where enquiries arrive, where they stall and who responds. We define the stages, essential data and limits of the automation.

02

Implement

We connect the channels and configure the tools agreed within the project scope.

03

Activate

We test with real enquiries and guide the team in using the system day to day.

04

Improve

We measure where time is still being lost and identify the priority adjustments.

DELIVERY SCOPE

A proposal with clear boundaries.

The project is sized after mapping the operation. Domains, advertising, APIs, CRM, hosting, WhatsApp and other external licences are included only when expressly stated in the proposal.

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Need to resolve just one bottleneck?

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