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From Outreach to Signed Contracts with Automated Pipelines

TCF · Marketing, Crowdfunding

Goal

The main objectives of the project were to: - Create clear and separate pipelines for outreach and sales teams - Ensure seamless and automated deal transition from outreach to sales - Reduce manual effort in contract signing and approval processes - Provide leadership with clear, real-time reporting on performance and revenue flow - Improve overall deal conversion speed and accountability

3 years

Tech Stack

Hubspotn8n

The Challenge

  • Unstructured pipelines
  • Manual handovers

The Results

  • 40% increase
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The company operated a growing B2B sales process but relied on manual coordination between its outreach and sales teams. Leads were tracked inconsistently, handovers between teams were unclear, and contract signing required multiple manual steps that slowed deal closure.

To address these challenges, we designed and implemented a structured, automated sales workflow that connected outreach activities to sales execution and contract management within a unified system. The solution focused on creating clear ownership across teams, eliminating manual steps, and enabling data-driven decision-making through real-time reporting.

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