High demand · Digital Thakur
Your CRM, your automation, and your reporting — actually connected.
Most Indian B2B teams own HubSpot or Zoho, three spreadsheets, and a dashboard nobody opens. Sales says the leads are junk. Marketing says sales never follows up. Both are half right, and the plumbing is why.
Project-based · 6–8 weeks · optional maintenance retainer afterwards
Scope and investment are agreed after we have spoken. You receive a written proposal — no standard package, no pressure.
Whether this is the right engagement
Right fit if
- You have a CRM and nobody on the team trusts what is in it.
- You cannot answer "what did we spend to close that deal" without a two-day spreadsheet exercise.
- Leads sit for days because nothing routes them automatically.
- You are about to sign a large annual tool contract and want a second opinion first.
- You are running 50 or more inbound leads a month.
Wrong fit if
- You are under 50 leads a month. A spreadsheet and a calendar link are genuinely fine. Come back later.
- You want a HubSpot or Salesforce reseller. I take no vendor commissions, which means I will sometimes tell you to buy the cheaper thing.
What you actually get
Stack audit and kill list
Every tool you pay for, what it does, what overlaps, and what to cancel. This alone usually pays for the project.
Lifecycle stage definitions
Written definitions of MQL, SQL, and opportunity that sales and marketing both sign off on. In writing, because that is the argument you are actually having.
Lead scoring and routing
Behavioural and firmographic scoring, automated assignment, and SLA timers on follow-up.
Closed-loop attribution
First touch, last touch, and multi-touch in one dashboard, wired from ad platform to closed-won.
Nurture sequences
Built and live — not a strategy document about nurture sequences.
Handover and training
Documentation plus two live training sessions with your team, recorded. Thirty days of post-launch support.
The work, broken down
Four workstreams run through the engagement. This is the full list of what happens inside each one.
Audit and architecture
Map what exists before touching anything, then design what should exist.
- Full stack inventory with annual cost per tool and a kill list of overlaps
- Data model review: objects, fields, duplicates, and what is silently broken
- Lifecycle stage definitions — MQL, SQL, opportunity — written down and signed off by both sales and marketing
- Integration map showing what talks to what, and what should
- Requirements document agreed before a single change is made
Build and configure
The actual construction, built in staging wherever the platform allows it.
- CRM configuration, field cleanup, and duplicate merging
- Lead scoring combining behavioural signals and firmographic fit
- Routing rules with SLA timers and escalation when follow-up is missed
- Nurture sequences written, built, and switched on — not documented as a future plan
- Forms, landing pages, and tracking wired to the CRM
- Alerting so sales knows within minutes when a scored lead acts
Attribution and reporting
One dashboard that answers where the money went and what it produced.
- UTM governance and a naming convention the team will actually follow
- First-touch, last-touch, and multi-touch attribution models
- Cost per opportunity and cost per closed-won, by channel
- A shared sales and marketing dashboard with one definition of every number
- Pipeline forecasting view for leadership
Migration, training and handover
The part most consultants skip, and the reason most implementations rot within a year.
- Data cleanup, deduplication, and migration plan
- Staged cutover with a rollback path
- Two live training sessions with your team, recorded and kept
- Written documentation covering every automation and why it exists
- Thirty days of post-launch support while your team lives with it
How the engagement runs
Audit
Access to every system. I map what exists, what is broken, and what you are paying for twice.
Architecture
Data model, lifecycle stages, scoring logic, and the integration map. Signed off by you and your head of sales before anything is built.
Build
Configuration, integrations, automation, dashboards. Built in staging where the platform allows it.
Migrate and train
Cutover, data cleanup, team training, and documentation. Then thirty days of support while your team lives with it.
What changes
- One dashboard that answers cost per opportunity by channel.
- Leads routed and followed up inside the SLA, without anyone remembering to do it.
- A tool bill that is usually 20–30% smaller.
- Sales and marketing arguing about strategy instead of about data.
Questions people ask before signing
Which platforms do you work with?
HubSpot, Zoho, Salesforce, Pipedrive, Freshsales, Klaviyo, Customer.io, Make, Zapier, n8n, GA4, and the usual Indian stack. If you are on something unusual, ask.
Do you take vendor commissions?
No. Never have. It is the only way the recommendation means anything.
We are halfway through a migration and it is a mess. Can you take over?
Yes, and it is a fairly common starting point. The audit week gets longer.
Who maintains it after you leave?
Your team, using the documentation. If you have nobody internal, the maintenance retainer covers it.
Start with a diagnosis, not a proposal.
Thirty minutes. Bring your numbers and your current plan. You will leave with a straight answer about whether this engagement solves your problem — including when the answer is no. A scoped written proposal follows within two working days.
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