Review the request.
See the business, stated need and available source context.
Know who follows up and what happens next.
Foundation CRM holds the contact, inquiry and opportunity history together. We use it for our own sales workflow; client rollout requires an agreed setup.
Assign the next action.
Name the owner, stage and due date. Keep notes and tasks with the opportunity.
Record the outcome.
Keep qualification, booking and won work distinct. Unknown results stay visible.
Fit the workflow to your team.
Agree stages, fields, routing, working hours, access and support. Foundation’s sales follow-up and scheduling are currently manual.
Already have a useful CRM? We review it before recommending a replacement.
Review the connection choicesStart with a growth audit.
Tell us what needs to improve. We’ll review fit and agree the scope and any fee.