CRM & funnel optimization for B2B SaaS
Your CRM is leaking leads. We find the leaks and fix them
- Find where leads drop between the form fill and the sales call
- Fix your CRM data, lifecycle stages and follow-up
- Turn more leads into customers, then keep them longer
Teams we’ve worked with
The problem
Where SaaS funnels usually break
We see the same four problems in almost every CRM we open. If one of these sounds like your team, the audit will show you exactly where it happens and what it costs.
Our framework
The 5 C’s
Five questions every SaaS team should be able to answer with a yes. Each C fixes one of them.
- CheckAudit
Where do we lose leads?
We map every leak and rank the fixes.
- ConstructMonths 1–2
Can we trust our CRM?
We clean the data and set clear stages.
- CaptureEvery month
Is every lead followed up?
Every lead is scored and routed fast.
- ConvertEvery month
Do leads become customers?
Follow-up goes out at the right time.
- CompoundEvery month
Do customers stay and grow?
Onboarding and upsell flows keep them buying.
How it works
Four steps to get started
Free call
Free · 30 minTell us where leads get lost.
Audit
Fixed fee · 7–10 daysGet a leak map and a ranked fix plan.
Build
Months 1–2We fix the leaks.
or your team does itRun
Every monthWe fix the weakest stage and report.
↻ Repeats monthly
Plans
Start with the audit. Then choose your plan.
One entry point and two clear plans. The difference between them is retention.
CRM & Funnel Audit
You get a leak map, a ranked fix plan and 2–3 quick wins.
Book a free consultationWe review your funnel from first form fill to closed deal.
- Funnel leak map
- Ranked fix plan for your team or ours
- 2–3 quick wins you can ship right away
- 60-minute walkthrough of the findings
Acquisition Engine
Check · Construct · Capture · Convert
Book a free consultationFor teams that need more of their leads to become customers.
- Data cleanup and lifecycle stages
- Lead capture, routing and scoring
- Nurture and follow-up automation
- Marketing-to-sales handoff rule
- Funnel dashboard and monthly optimization
Full Loop
All 5 C’s For teams that also need customers to buy more.
Book a free consultationEverything in Acquisition Engine, plus:
- Onboarding and activation sequences
- Churn-risk alerts and win-back flows
- Upsell and expansion automation
- Customer lifecycle reporting
Results
What happens when the CRM works
More qualified leads, closed faster.
We rebuilt how a B2B fintech SaaS captures, scores and qualifies leads in the CRM, and how those leads move to the sales team.
Scope
We focus on one thing
We optimize how marketing runs inside your CRM. A narrow focus is how we get results fast.
What we do
- Lifecycle stages, segmentation and data hygiene
- Lead capture, scoring and qualification
- Nurture and lifecycle automation
- Marketing-to-sales handoff
- Retention and expansion flows (Full Loop)
- Funnel reporting and dashboards
What we don’t do
- CRM setup, migration or custom development
- Sales pipeline and sales team processes
- Paid ads, SEO and content production
- Website and brand design
- Chatbots and support automation
FAQ
Questions we hear first
Free consultation
Book your free consultation
Leave your details and we’ll email you within one business day to set a time.
- 30 minutes on a call, free and with no commitment.
- We walk through how leads move through your CRM today, from form fill to sales.
- You leave knowing where your biggest leaks likely are and what to fix first.