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.
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.
Demand generation
Positioning, paid media and content tied to the offer, so sales receive opportunities instead of curiosity.
Sales process
Selling is process, not luck. Stages, scripts, follow-up and a management routine that reduce dependence on the star rep.
Numbers that decide
The same figures in front of marketing and sales, reviewed on a fixed routine, so decisions stop being guesswork.
From first contact to a running operation.
Diagnosis
Reading the current operation: channels, funnel, CRM, service and offer.
Architecture
Designing the growth system, with priorities and indicators defined.
Implementation
Campaigns, automations, CRM and sales processes put in place.
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.
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.
