Professional services · CRM & automation

CRM & follow-up automation for professional services

Professional services sell time, so manual follow-up costs twice over: the missed engagement, and the billable hours spent on administration instead. Every hour a partner spends chasing a prospect was worth more doing the work.

05Pipeline architecture · Speed-to-lead
CRM & automation05
Pipeline architectureSpeed-to-leadAttribution
Professional servicesIllustrative

CRM & automation infrastructure

Pipeline architecture, speed-to-lead, follow-up, and reporting.

CRM & automation · Professional servicesOne pairing of the matrix
Covers
Agencies · Advisory & firms · B2B services
Architecture
Unchanged from every other vertical — only the breaks differ
Engagement
A defined build, or run under management

What usually breaks

Before anything gets built.

The same failures recur across professional services. Strygon maps the specific system before proposing anything, but these are the ones worth checking for.

Manual follow-up

Follow-up depends on a person remembering, so warm leads cool while everyone is heads-down on delivery.

Tool sprawl

Five tools that don’t talk, each holding a piece of the truth, none of them the whole picture.

Onboarding drag

Every new client kicks off a manual checklist that eats a day of senior time that should bill.

Recurring in professional servicesObserved pattern · the specific system still gets mapped

The approach

What Strygon does about it.

CRM & automation infrastructure, aimed at those failures specifically rather than at a generic checklist.

01CRM & automation
Follow-up without rememberingCRM & automation
01
Part of the scoped build

Follow-up without remembering

Sequences run on the system so a partner does not have to hold the pipeline in their head between matters.

02CRM & automation
Onboarding as a pipelineCRM & automation
02
Part of the scoped build

Onboarding as a pipeline

New engagements move through defined stages with required fields, rather than living in an email thread nobody else can see.

03CRM & automation
Engagement status on the same recordCRM & automation
03
Part of the scoped build

Engagement status on the same record

Delivery status reports against the same record as the original inquiry, so the full arc is visible in one place.

The approach for this pairingScoped in writing before work starts

What gets built

Concrete deliverables.

Everything in crm & automation infrastructure, applied to how professional services actually runs.

Pipeline and stage architecture
Lead routing and speed-to-lead automation
Recurring invoicing and payment workflows
Reporting that ties spend to closed revenue
In scopeScoped in writing before work starts

Also for this industry

Other parts of the same system.

Start

Start with what’s broken.

Send the situation in a paragraph. Strygon comes back with a read on what’s likely wrong and what it would take to fix, before anyone talks about price.

Most builds start withleads dying in an inbox., three half-finished pipelines., follow-up nobody owns., numbers that never agree., four vendors blaming each other.

What to send
A paragraph. What broke, and where it shows up.
What comes back
A read on what is likely wrong and what fixing it takes.
Price
The last conversation, not the first