William Parker – Plentific

• 
  Services: Admin & Ops • Sales Enablement • Client Support

Client Since: August 2023
Industry: Real Estate Technology
Region: United Kingdom
Engagement Model: Budgeted Hourly (retainer)

Challenge

Leads and customer outreach were handled ad-hoc 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 and support instead of growth.

What We Did

• Data & CRM Operations: Centralized contacts/accounts, deduped records, set stages/tags, and documented clear SOPs for intake, qualification, and follow-ups.
• Pipeline & Outreach: Built prospect lists, crafted email/call/message templates, and ran sequenced outreach with reminders and task queues; scheduled meetings and demos end-to-end.
• Sales Enablement: Prepared proposal shells, one-pagers, and FAQs; created a light asset library (logos, screenshots, customer quotes) for consistent, fast replies.
• Inbox & Calendar Management: Triaged inquiries, routed to the right stage/owner, and maintained a clean calendar with prep notes and post-meeting summaries.
• Client Support: Stood up first-line support for common issues, documented resolutions, escalated edge cases, and tracked SLAs to closure.
• Reporting & Reviews: Built simple dashboards (new leads, active deals, response/close times, support volumes) and ran weekly performance reviews.

Impact

1. They now run a complete capture-to-close cycle: Leads enter cleanly, progress through defined stages, and get timely, consistent follow-ups—so fewer opportunities go cold.
2. Their response times are faster and more reliable: Templated replies, task queues, and clear SLAs keep prospects and customers informed without chasing.
3. Their founder time is freed for growth: Routine admin, scheduling, and first-line support are off their plate, so leadership can focus on partnerships and product.
4. Their sales materials and messaging are consistent: Proposals, one-pagers, and FAQs ship on-brand, improving professionalism and win readiness.
5. Their pipeline is predictable: Dashboards show where deals stall, which channels work, and what to prioritize next—support volumes and close cycles are visible, not guessed.