No more leads falling through the cracks
Commercial processes
From first lead to satisfied customer: one working process across marketing, sales, and service.
Marketing, sales, and service are working past each other
Marketing provides leads that sales cannot use. Sales does not know which leads are worth following up on. And service misses the context of what was promised during the sales process. Everyone works hard, but no one works from the same process.
There is no lack of effort, but a lack of a shared commercial process: clear definitions, clear handovers, and agreements on who does what. As a result, leads leak away, opportunities are left behind, and the customer feels the seams between your teams.
We design your commercial process as a single whole: from the first touchpoint to the handover to service, documented and working in HubSpot.
Do you recognize these bottlenecks?
When departments operate as islands, cracks inevitably appear in your customer journey. This usually manifests itself in the following daily frustrations:
- Floating leads: Prospects who get stuck somewhere between marketing and sales or are followed up on twice.
- Definition struggle: There is no shared definition of when a lead is truly ‘ready for sales’ (MQL/SQL).
- Unclear pipeline: A sales pipeline where no one can precisely demonstrate what phase a deal is in.
- Broken promises: Important agreements from the sales process that simply do not reach the service team.
- Person-dependent success: Sales that succeed because a specific employee picks it up, instead of having a fixed process behind it.
What does a tight commercial process deliver?
A predictable pipeline that you can steer and forecast on
A smooth handover from marketing to sales to service
Faster follow-up and higher conversion
A scalable process that does not depend on individuals
Our approach: from a fragmented funnel to one working process
We don’t build isolated tricks, but one cohesive commercial process that aligns with your goals and your teams. This is how we work:
- Mapping the funnel & customer journey: we map out the entire journey from lead to customer and determine where marketing, sales, and service intersect.
- Definitions & lifecycle stages: together we document when a lead is an MQL, SQL, or customer, so everyone speaks the same language.
- Handovers & SLAs: we make clear collaboration agreements between marketing, sales, and service, so no lead or promise is lost.
- Setup in HubSpot: we translate the process into working pipelines, lifecycle stages, and automated follow-up, so the process lives in the system instead of on paper.
- Measuring & adjusting: we use dashboarding & reporting to make visible where leads get stuck and continuously refine the process.
Want to know more about commercial processes?
Do you want to know where the most leads and revenue leak out of your funnel and how one tight process solves this? Contact us for a no-obligation consultation or schedule an appointment directly via the calendar. Prefer to brainstorm about your broader HubSpot setup? Check out our HubSpot consultancy. Prefer to call? Call us at +31(0)337370250.
30-minute strategy meeting
Book a free 30-minute strategy meeting with Caroline and discuss one of the topics below:
- Lead generation strategy
- Marketing & Sales strategy
- Data-driven digital marketing strategy
- Marketing & sales automation audit
- Real-time dashboarding
- Digital advertising
Frequently asked questions
What is the difference compared to process optimization?
With commercial processes, we design how your marketing, sales, and service processes should run. Process optimization focuses on improving processes that are already running. Often they go hand in hand: first setting out the lines, then continuously refining them.
Do marketing, sales, and service need to sit down together for this?
Yes, and that is exactly the power of it. The biggest gain is in the handovers between teams. We involve all three teams, so the process is supported by everyone and is actually used.
Does this also work if we already use HubSpot?
Certainly. We set up your commercial process within your existing HubSpot environment: pipelines, lifecycle stages, and workflows that support the process. No new system needed.
How long does it take before it’s set up?
That depends on the complexity of your funnel and the number of teams. We work in phases and start with the part of the process where the most leads leak out, so you quickly see results.
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