Business process audit
Map the current process, identify repeated manual steps and agree the sequence of improvements.
BUSINESS ADVISORY / DIGITAL TRANSFORMATION
EBRD consulting
Less routine.
More control.
We are an official EBRD consultant. We advise small businesses on process automation, CRM implementation and sales funnels — connecting people, systems and management decisions.
Start with the business
Automate the right process.
We map how enquiries, sales, delivery and customer service work today. Then define the target process, ownership and decision points before selecting tools.
A system the team can use
From configuration to adoption.
We help connect CRM, forms, communications and reporting; structure access rights and data; train the team; and refine the process after launch.
ILLUSTRATIVE PROCESS — NOT CLIENT DATA
A funnel with a next step.
1Enquiry
2Qualification
3Proposal
4Agreement
5Delivery
6Repeat business
Every stage has an owner, an action and a deadline. The final setup follows the actual business process.
Ideas & deliverables
CRM selection and implementation
Requirements, system selection, pipeline configuration, roles, fields, data import and rollout planning.
Sales funnel design
Clear stages, qualification criteria, responsible owners, reminders and rules for stalled opportunities.
Workflow automation
Task creation, enquiry routing, reminders, document preparation and hand-offs between departments.
System integration
Connect website forms, approved communication channels and accounting or ERP systems where supported.
Management reporting
Define useful indicators, data sources and dashboards for enquiries, conversion, workload and sales-cycle length.
Customer communication
Segment contacts, plan follow-ups, support repeat business and manage consent and communication preferences.
Training and support
Role-based instructions, workshops, onboarding materials and a structured post-launch improvement plan.
Technology that supports the business — and the people running it.
Official consultant status is stated by the agency owner. This is not a claim that EBRD endorses every service or guarantees funding.