MAT HARTLEYSales & Marketing Strategist
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Apps / Intranets / Practical workflows

Give the work
a clearer way forward.

Connect the people, the information and the next action. Explore a named app, a private organisation’s intranet and an illustrative CRM workflow.

Try an illustrative workflow

From first enquiry
to a clear next step.

Explore how a CRM can carry context through qualification, a reviewed follow-up and client onboarding.

FICTIONAL DEMONSTRATION

A fictional business wants more consistent marketing and a useful enquiry process.

  1. Enquiry
  2. Qualify
  3. Follow up
  4. Onboard

NEW ENQUIRY

Keep the brief and the next action together.

The sample enquiry records its service and business need. Move forward to choose the next useful action.

Sample data only. Nothing is saved or sent.

This demonstrates a workflow, with fictional enquiries and example copy. A live system is scoped around your business; this demo sends no email or WhatsApp message.

Discuss a CRM or business workflow

Begin with the business

A useful scope.
A process people can follow.

Understand where information moves, where decisions happen and who needs to review the work. Then build a sensible first scope around the people using it.

AI can support research, content and implementation. The commercial job, ownership and review points give the technology its purpose.

Discuss an app or business system

The questions that shape the build

  • What should work better?
  • Who uses it and who reviews it?
  • Which information belongs together?
  • What needs to connect to existing systems?
  • What is the first useful release?

Clear direction starts with a conversation

Let’s find the next useful move.

Tell me what is happening in your business, where things get stuck and what you want to make possible.

Talk to MatUse the existing free audit

MAT HARTLEY CONSULTING

Let’s talk business.

One question at a time. Use Back to change an answer.

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