The problem
A website inquiry is only the beginning. Sales teams also need a consistent place to organize opportunities, record progress, and understand who is following up.
The approach
I designed marketing and CRM workflows around the day-to-day work of sales teams. The work connects customer-facing information with the organization of leads and job opportunities behind it.
My contribution
I brought sales and operations experience to requirements, workflow design, AI-assisted implementation, and iteration with users. The aim is a clearer handoff from initial interest to ongoing follow-up.
What this case demonstrates
This work illustrates the connection between a useful website and the operating process behind it. The operating principle is straightforward: every opportunity needs a next action and someone responsible for it. The website and the team’s follow-up process should support each other.