Customer journey mapping
Understand how enquiries arrive, who owns each stage and what information the team needs.
CHROMA / CRM & AUTOMATION
Keep the connection.
Carry it forward.
Make the journey after an enquiry as considered as the campaign before it. Connect customer information, workflows and the next useful action.
01
NEW CONNECTIONAn enquiry arrives.
↗02
CLEAR OWNERSHIPThe right person knows.
↗03
KEEP IT MOVINGThe next step is clear.
↗THE OPPORTUNITY
An enquiry needs somewhere to go.
When information sits across inboxes and spreadsheets, the next step can become unclear. A considered CRM and workflow brief starts with how your people actually work.
CRM & workflow setup
Define the customer records, pipeline and automation requirements around the agreed systems.
Handover & improvement
Plan team guidance, ownership and review points so the workflow remains useful beyond setup.
The combination of work, deliverables and support is defined in your proposal.
IS THIS YOUR NEXT MOVE?
A useful starting point.
For teams that need clearer enquiry ownership, more consistent follow-up or a better connection between marketing and sales.
BRING TO THE CONVERSATION
Your current systems, enquiry sources, sales stages, access requirements and the people responsible for using the workflow.
Prepare your next stepBEFORE WE BEGIN
Good questions.
Clearer choices.
Do we have to change our CRM?
Not necessarily. Share the tools you already use. The first step is to understand what they support and where the gaps are.
Are software subscriptions included?
Licences, third-party tools and integration costs need to be identified separately in the agreed scope.
THE NEXT CHAPTER
Let’s find your next move.
Bring the ambition.
Let’s find the right starting point.