Customer management
Leads, quotes and follow-ups in one place, so nothing gets lost between a phone call and a note on the desk.
See the whole journey from first click to won deal, and make decisions based on real numbers.
MEASUREMENT AND ANALYSIS
Your company is already sitting on a lot of information, it is just spread across email, the bookkeeping, ad accounts, the website and quotes. I join the bookkeeping (Fortnox or Visma), the time reporting and the ad accounts to your projects, and go through all of it to find patterns, for example:
Then we go through the results together in plain language and talk about what you should do next, so you do not have to sit and interpret tables yourself.
This service is part of all three packages, from SEK 5,000/month, because the numbers have to be right before anything is built on top of them. See what the packages include →
HOW I DELIVER IT
Going through your channels, described above, is steps 1 and 2; the patterns come in step 5. You always know what happens next, what I need from you and what you have in hand when a step is done. My overall process →
I start from the questions you need answered, then decide what has to be measured to answer them.
You get: a measurement plan tied to your goals
Most of the confusion comes from enquiries being counted twice or not at all. This is where that gets fixed.
You get: every enquiry tracked to its source
Tracking only pays off when a click can be followed all the way to a signed contract. If you have a CRM I connect the tracking to it, and if you work in spreadsheets I connect it to those instead.
You get: clicks connected to won deals
One view you can open on a Monday morning, instead of five tools that disagree.
You get: one view with your key metrics
Numbers don't change anything on their own, so I bring recommendations, not just charts. It all goes through the same monthly review, so it is one meeting a month rather than one per part.
You get: concrete recommendations each month
THE RESULT
Part of all three packages, since Control is this service. See what the packages include →
With measurement and analysis in place you get:
MORE SERVICES
FAQ
Analytics tools show what happens on your website. I connect that with ad data and your CRM so you can see what visits lead to in quotes and deals.
Common ones are leads per channel, the share that turn into quotes, quote win rate, cost per won deal and order value. Which matter most for you is decided in the measurement plan.
Yes, in most cases. I start with what's already in your ad accounts, analytics tools and customer records and build from there.
Once you can see what each channel delivers in won deals, you can put your budget where it works. That is the core of data-driven marketing.
CONTACT
Send a few lines about how you work today and what is not working, and I will come back to you. If you would rather talk it through, book a growth call instead.
Book a growth call →READY TO TAKE THE NEXT STEP?
Book a free call and I'll go through where you have the most to gain in your marketing, customer management and follow-up. You get concrete things to take away, whatever you decide afterwards.