Sales & Customer Operations

Sales & Customer Operations

Turn interest into booked work and lasting customers.

A good lead needs more than a place in a database. Give your team a working pipeline, a clear follow-up routine and a connected route from estimate to signature, payment and repeat business. We set up the systems, test the handoffs and help the people responsible use them.

Discuss this work

Make the next step easy to take.

Keep opportunities moving through CRM, sales follow-up, estimates, signatures and payment. Build repeat business after the work is complete.

  1. Qualified inquiry
  2. Proposal & follow-up
  3. Agreement & payment
  4. Repeat customer

Agreed scope, responsibilities and review points

The scope

Work shaped around your goals.

We confirm what matters, which services fit and who will own the next steps before work begins.

Build growth you keep.

Start with our infrastructure. Strengthen the assets in your business.

Strata tools & networks
Your retained assets

Documented workflows, configurations and operating instructions.

See the ownership pathway

Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.

A useful next step

Tell us what you want to improve.

We’ll help define the right starting point, responsibilities and proposal for your business.

Start a conversation