Resources

Use cases

Six situations we keep meeting, and exactly what we build for each. Written as plays, not name-dropping. As client stories are approved for publication, they take this page over.

ManufacturingCRM + Automation

The exporter losing enquiries overnight

The situation

  • Enquiries from three continents land in one shared inbox
  • Time zones mean the first reply goes out twenty hours later
  • Trade-show name cards die in a spreadsheet within a month
  • Nobody can say which fair paid for itself

What we build

One pipeline with round-the-clock routing and named owners, RFQ follow-up sequences that survive the weekend, a trade-show import flow that tags every card with its source, and a revenue view per channel and per fair.

First reply inside the hour, in every time zone
Every open quote carries a next step and a name
The fair budget argument settles itself with one report
MedTechChina entry + CRMIntl → China

The device maker entering China

The situation

  • Distributor interest from China, scattered across chat threads on personal phones
  • A registration timeline that lives in one manager’s head
  • HQ cannot see the market at all

What we build

WeCom for dealer conversations, synced into the company CRM. A distributor pipeline with registration milestones built into the stages, WeChat official account content written natively in Mandarin, and an HQ dashboard in English.

Dealer chats become company records that survive staff changes
Registration and pipeline share one timeline
China shows up in the Monday report like any other region
HealthcareCRM + Automation

The clinic that answers too slowly

The situation

  • Phone, chat and form enquiries with no single queue
  • After-hours enquiries wait until someone remembers
  • No-shows leave and are never spoken to again
  • Marketing reports clicks while the clinic counts consultations

What we build

A single enquiry queue with response-time targets, automated acknowledgement after hours with a named owner assigned by morning, reminder and recall automation for no-shows, and reporting that runs from first click to booked consultation. Consent captured at the form.

Every enquiry is greeted instantly and owned by morning
No-shows get a polite second chance automatically
Marketing and the clinic finally argue over the same number
Professional servicesCRM

The firm whose pipeline lives in partners’ heads

The situation

  • Referrals remembered rather than recorded
  • Proposals that go quiet with no follow-up cadence
  • Every office reporting its own numbers its own way

What we build

A pipeline light enough that partners actually use it, referral tracking with named owners and scheduled thank-yous, proposal follow-up automation, and one firm-wide monthly view across offices.

Business development stops depending on memory
Quiet proposals resurface on schedule, not by luck
The managing partner reads one set of numbers
Technology & SaaSAutomation + Strategy

The SaaS that counts signups, not revenue

The situation

  • Product signups and sales conversations in separate tools
  • Marketing and sales holding two definitions of “qualified”
  • Spend scaling faster than the reporting that justifies it

What we build

One lifecycle model signed by both teams, signup-to-deal visibility on a single record, cohort reporting that shows which segments convert, and renewal tracking in the same system.

“Qualified” means one thing in every meeting
The board sees which cohorts become revenue
Renewal risk surfaces before the quarter closes
China → IntlWeb + Strategy

The China-built brand going global

The situation

  • Strong at home, invisible everywhere else
  • An international site that reads like a translated brochure
  • Overseas enquiries landing in an inbox nobody owns

What we build

An international-ready site written natively in English, search and social presence on the channels buyers outside China actually use, one overseas pipeline with named owners, and reporting HQ can read in Chinese.

The brand reads native abroad, not translated
Every overseas enquiry lands owned and followed up
HQ sees the overseas funnel without a translation meeting
Zestmate Digital

See your situation on this page?

Then the play already exists. A 45-minute call maps it onto your funnel, and we will say plainly if your version is different.

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Systems notes, monthly.

One useful idea about running marketing, sales and service on one system. No noise.