Afluma services

Sales & customer operations

Support the work around lead qualification, sales preparation, onboarding and customer follow-up.

01

What the work can include

The engagement is scoped around the outcome you need.

  • Enquiry classification and lead qualification
  • Discovery preparation and proposal drafts
  • CRM workflow and customer-context organisation
  • Onboarding materials, support triage and follow-up preparation
02

What we need to begin

Your offer, qualification rules, CRM process and approved customer information.

03

What you receive

An organised pipeline workflow, clear handoffs and reviewed customer-facing materials.

04

Delivery boundaries

Pricing, contracts, commitments and sensitive customer communication remain subject to authorised human decisions.

Start with the work

What could your
business become?

Bring the challenge. Let’s find the next useful step.

Talk to Afluma