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BrainGlow

CRM & lead operations · Scoped service

Give each new agency enquiry a clear owner.

Connect one existing enquiry source to one CRM pipeline with ownership, acknowledgement, follow-up tasks and visible exceptions.

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THE WORKFLOW

A clearer way to handle the work.

When the handoff from form or inbox to CRM depends on memory, ownership and follow-up become difficult to inspect.

The website and sales package define this offer. That preparation does not establish a completed customer integration or validated demand.

What the foundation demonstrates

  • One source and one existing CRM pipeline
  • Up to 10 fields, three routing branches and a fallback owner
  • One acknowledgement and up to two internal follow-up tasks
  • Exception view, acceptance tests, runbook and handover

THE PROCESS

The core journey

Illustrative workflow. The client pilot defines the actual tools, permissions and acceptance criteria.

  1. 01

    Inspect the current handoff

    Reviewed within the agreed pilot scope.

  2. 02

    Agree the source and routing

    Reviewed within the agreed pilot scope.

  3. 03

    Test records, owners and exceptions

    Reviewed within the agreed pilot scope.

  4. 04

    Hand over the workflow

    Reviewed within the agreed pilot scope.

SCOPE & READINESS

Know the boundaries before the build.

We review the foundation against your environment and agree any activation work before operational use.

  • New lead generation and full CRM migrations are excluded
  • No autonomous sales replies or revenue guarantees
  • Connector access, software plan and delivery dates require confirmation

PRICING

A commercial model that fits the stage.

€3,500 combined: €750 audit plus €2,750 implementation, proposed as €1,375 kickoff and €1,375 written acceptance. Taxes and client software are extra. Optional maintenance is quoted separately.

Proposed budget

Scoped pilot

Paid audit followed by a fixed-scope implementation, with a single audit credit.

€3500/pilot
Request a scoped proposal
  • €750 audit credited once toward the €3,500 combined fee
  • Scoped field mapping, routing and acknowledgement
  • Duplicate/recovery rules and acceptance evidence
  • Runbook, rollback and a 45-minute handover
Optional · proposed

Ongoing care

Optional maintenance after acceptance. Coverage and hours are agreed separately.

Custom
Discuss support needs
  • Up to two scheduled maintenance hours/month if selected
  • Agreed review and maintenance backlog
  • Provider, hosting and software costs separate
  • No unlimited changes or implied uptime SLA
Custom scope

Expanded rollout

Additional locations, integrations, roles or workflows require their own scope.

Custom
Discuss your rollout
  • Discovery and readiness review
  • Phased implementation milestones
  • Explicit access and ownership agreement
  • Acceptance, release and handover plan

Questions about Glow Lead Handoff Pilot

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YOUR NEXT ADVANTAGE

Explore Glow Lead Handoff Pilot for your team.

Share the workflow, existing software and the result you need. We will review fit before recommending a paid engagement.

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