CRM Setup & Lead Routing

CRM Setup & Lead Routing

Give enquiries a clear owner and next step.

Deliverables that can be included

• Current process and field mapping
• Pipeline stages and contact capture configuration
• Lead assignment and status workflow
• Testing and team handover; CRM licences separately paid

Scope and onboarding

Your written proposal or published service description must state quantities, turnaround, required access, review rounds and exclusions before checkout is enabled. Provide approved practice details, brand materials and a named review contact. Clinical statements require your clinical approval.

How the work is delivered

We confirm the brief, prepare the agreed work, collect your feedback and deliver the approved outputs. Any extra platforms, production, licences, advertising spend or additional revisions are quoted separately.

What to expect

Progress is reported against the agreed deliverables. Search rankings, publisher acceptance, advertising results and patient enquiries depend on factors beyond a single service and are not guaranteed.

CRM Setup & Lead Routing

Give enquiries a clear owner and next step.

Design the enquiry pipeline before configuring fields

Agree how a new enquiry becomes assigned, contacted, qualified and closed. Define staff roles, essential fields and the reason each stage exists.

Example outputs to discuss

• Pipeline design
• Field and role configuration
• Daily-task test cases

These are possible planning outputs. Your accepted proposal identifies the selected items, quantities and formats; this example list does not expand an existing order.

Illustrative working example

Staff practise assigning an enquiry, recording contact and finding overdue follow-up in the configured pipeline.

This is a hypothetical example, not a client case study or promised result.

Test a normal working day

Check creating an enquiry, assigning it, recording follow-up and finding overdue work. CRM configuration should support staff behaviour rather than add unnecessary data entry.