Lead to Customer Flow:

  1. Marketing Operations generates leads
  2. Lead Automation Framework captures and scores them
  3. Revenue Operations Center manages the sales process
  4. Customer Success Dashboard tracks new customer onboarding
  5. Customer Lifecycle Management guides long-term relationship
  6. Growth Metrics & KPIs measure overall performance

Data Flow Connections:

Weekly Review Process:

Monday: Review weekend lead generation and follow up Tuesday: Customer success check-ins and health scores Wednesday: Pipeline review and sales forecasting

Thursday: Marketing performance and campaign optimization Friday: Weekly metrics review and next week planning

Quick Start Implementation Order:

  1. Lead Automation Framework - Capture leads systematically
  2. Customer Success Dashboard - Track existing customers