Cockpit Fortevo

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.

When advisory makes the difference

Data scattered across three places does not become a decision. It becomes an endless meeting.

How it is today

  • Media report on one side, CRM on the other, spreadsheet in between
  • Meetings that argue opinion, because nobody trusts the number
  • Adjustments that only happen once the month has closed badly

How it becomes

  • One agreed number that everyone looks at
  • A weekly meeting with the decision written down and an owner
  • Course correction inside the month, not after it

Does this fit your operation?

In a short conversation we tell you whether it fits or not, with no run-around.

Talk to a specialist
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
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.

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

What is not included

  • Ad spend, paid directly to the platforms
  • Studio video production
  • Doing your sales team’s job for them

Does this fit your operation?

In a short conversation we tell you whether it fits or not, with no run-around.

Talk to a specialist

Who it is for

  • A company already investing in marketing and unsure what came back
  • Teams that want predictability, not just more leads
  • Operations that already have a CRM, even a badly used one

Who it is not for

  • Anyone who just wants a pretty report at month end
  • Anyone who cannot spare one hour a week for the meeting
  • Anyone looking for guaranteed results in thirty days

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 - PR, Brazil, and some of the clients are from the region.

The model is close follow-through: every account gets a diagnosis, a management routine and recurring meetings. That is what defines how much the operation takes on at a time.

Shall we talk about Performance advisory in your operation?