Advisory

Performance advisory: marketing, CRM and sales at the same table.

Ongoing work on the funnel indicators, from the first click to the closed deal. Not just media delivery: the whole operation run with method.

Performance advisory

When advisory makes the difference

The agency reports on campaigns, but nobody tracks what happens after the lead

Marketing and sales blame each other when the target is missed

The owner is the only person who sees the real number of the month

Every area uses a different tool, and none of them talk to each other

What it does

How Performance advisory

Diagnosis before execution

Lead sources, response time, stage conversion, loss reasons and how the CRM is really used. More ad budget does not fix a leaking funnel.

Current funnel mapRanked bottlenecksAction plan

Demand generation

Positioning, paid media and content tied to the offer, so sales receive opportunities instead of curiosity.

Meta and Google AdsContent and authorityConversion tracking

Sales process

Selling is process, not luck. Stages, scripts, follow-up and a management routine that reduce dependence on the star rep.

Funnel designedScripts and cadenceReview routine

Numbers that decide

The same figures in front of marketing and sales, reviewed on a fixed routine, so decisions stop being guesswork.

CRM in orderIndicator dashboardWeekly meeting

What is included

  • Initial diagnosis of the marketing and sales operation
  • Campaign structure on the channels that fit the business
  • CRM implemented or reorganised, with stages and loss reasons
  • Sales script and follow-up cadence
  • Indicator dashboard reviewed on a routine
  • Recurring meetings for analysis and adjustment
Step by step

From first contact to a running operation.

01

Diagnosis

Reading the current operation: channels, funnel, CRM, service and offer.

02

Architecture

Designing the growth system, with priorities and indicators defined.

03

Implementation

Campaigns, automations, CRM and sales processes put in place.

04

Execution and adjustment

Optimisation routine, data analysis and sales follow-through.

Frequently asked questions.

An agency usually answers for media and content delivery. Advisory follows the sales indicator, which also depends on CRM, response and sales process. That is why the three fronts come together.

No. If one exists, it gets reorganised. If not, implementation is part of the scope, with funnel stages designed together with your team.

Yes, the work is conducted remotely. The base is in Cascavel, western Paraná, Brazil, and part of the client list is from the region.

The client list is deliberately small. The model is close follow-through, not volume, because diagnosis and management routine need dedicated time per account.

Shall we talk about Performance advisory in your operation?