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BrilZen
SALES ENABLEMENT CASE STUDY

Capture-to-Close

Sales Operations

How we centralized data and outreach for William Parker – Plentific to eliminate opportunity leakage and reclaim founder time.

Client Since

August 2023

Industry

Prop-Tech / Real Estate

Region

United Kingdom

Model

Budgeted Hourly

The Problem

The Ad-Hoc Bottleneck

Leads and customer outreach were handled across spreadsheets, inboxes, and chats. Without a defined pipeline or follow-up rhythm, opportunities slipped, response times varied, and founder time was pulled into routine admin.

  • Opportunity Leakage
  • Founder Burnout
  • Inconsistent Follow-ups
  • Fragmented Data Sources
The BrilZen Method

Building the Sales Engine

Data & CRM Operations

Centralized contacts/accounts, deduped records, and documented clear SOPs for intake and qualification.

Pipeline & Outreach

Built prospect lists and crafted email/call templates; ran sequenced outreach with end-to-end scheduling.

Sales Enablement

Prepared proposal shells, one-pagers, and a light asset library for consistent, professional replies.

Inbox & Calendar Management

Triaged inquiries, routed leads, and maintained clean calendars with prep notes and summaries.

Client Support

First-line support for common issues, documenting resolutions, and tracking SLAs to closure.

Reporting & Reviews

Built dashboards for new deals and response times; ran weekly performance reviews for clarity.

Complete Capture-to-Close

Leads enter cleanly, progress through defined stages, and get timely, consistent follow-ups—fewer opportunities go cold.

Faster Response Times

Templated replies, task queues, and clear SLAs keep prospects informed without constant chasing.

Founder Time Liberated

Routine admin and first-line support are off their plate, allowing leadership to focus on partnerships and growth.

Predictable Pipeline

Dashboards show where deals stall and which channels work, making growth a visible science, not a guess.

“We turned a reactive, ad-hoc process into a proactive sales machine where every lead has a home and every founder has their time back.”

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