CRM Setup · Case study
Searcharoo: Lead Pipeline & CRM Setup
A lead pipeline for Searcharoo that tracks every opportunity by buying behaviour — from service taken but not purchased, to purchased, to repeat purchase and booked appointments.
- Client
- Searcharoo
- Category
- CRM Setup
- 74opportunities tracked in the lead pipeline
The challenge
Searcharoo needed to see, at a glance, where every lead stood in the buying journey so the right follow-up could be triggered automatically at each stage.
My role
Designed the pipeline stages and connected them to the automation workflows.
Implementation
- LEAD pipeline with behaviour-based stages: “service taken but not purchased”, “service purchased”, “another purchase isn’t made” and “appointment booked”
- Stages used as conditions inside the abandoned-cart and post-purchase workflows
- Opportunity cards with calls, messages, tags, notes, tasks and appointments on each record
Inside the build
-
LEAD pipeline board (lead names blurred)
The service behind this result
CRM Setup & Pipeline Management
I set up or rebuild your CRM around how you actually sell: pipelines that match your stages, custom fields for the details that matter, lead-source tracking, team permissions and dashboards you can read at a glance.
What this kind of build typically includes
- Pipeline stages designed around your sales process
- Custom fields, tags and lead-source tracking
- Contact import and data clean-up
- User roles, permissions and team notifications
- Reporting dashboards
