Record what was actually said on the call, not just the outcome.

1. A field list built around the questions you may be asked later

   Source, webinar attended, what was asked, what was said, consent and its date, all held in one record per person.

   Result: You answer a complaint with a record rather than a recollection.

2. Separate pipelines for courses, advisory and corporate hedging

   Three sets of stages, because a cohort enrolment, a subscription renewal and a hedging consultation do not move through the same steps.

   Result: A renewal stops hiding behind a course enrolment.

3. One-line call notes written before the next call

   A short note on what was asked, what was said and what happens next, entered while the call is still fresh.

   Result: The next person to speak to this prospect knows what they were already told.

4. Renewal and cohort dates on a view somebody opens

   Subscription end dates and course start dates surfaced ahead of time, rather than discovered when access stops working.

   Result: Nobody learns about a lapsed subscription from the accounts sheet.

5. A consent and opt-out record the whole team shares

   One place where an opt-out is entered, read by whoever is about to call, email or add somebody to a broadcast.

   Result: One opt-out is honoured everywhere it needs to be.

6. A short data-handling note agreed with your adviser

   Who may export the list, where it may be sent, and what happens to a departing salesperson's access, written down rather than assumed.

   Result: Your prospect list does not leave with the person who built it.

1. 01 · First

   Free audit call

   90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

2. 02 · After the call

   Written, scored report

   Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.

3. 03 · Before work starts

   Baseline recorded

   Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

4. 04 · After the baseline

   The first fix goes live

   Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

5. 05 · As agreed

   Report against the baseline

   What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

6. 06 · At renewal

   Renew on the numbers

   The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

• Marketing and sales, as one job

  Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

• The person on the first call does the work

  No account managers in between. You are never handed to someone you have not met.

• A baseline before anything starts

  Your numbers are written down on day one, so every later report compares against something honest.

• The fee in writing, split three ways

  Our time, your media spend and production on separate lines. You always see what goes to us.

• No guarantees we cannot keep

  The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

• One office, and we say so

  Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.