Name and logo are withheld under NDA. This was a client engagement, not a concept project.
Starting problem
What was taking too long.
The sales team qualified requests in email and spreadsheets. Briefs were incomplete and follow-up was slow.
Our work
What the team delivered.
We built guided intake, service recommendations, and an admin review queue. The team was one project lead, two developers, and a designer.
Outcome
What the client reported.
The client reported cleaner briefs and a faster path from first enquiry to a decision. That feedback came from the review after the 8–10 week engagement. No lead-volume figure is published.
Visual evidence
A labelled demonstration.
The client has not approved a screenshot of their live system. The picture below is a demonstration of the kind of screen we built. It is not their interface and it does not show their data.
Demonstration — not a client screenshot
Sales Operations Portal
B2B Services · 8-10 weeks
Guided intake form
Service recommendations
Admin review queue
Email notifications
Delivery
Features and how the pieces fit.
Features
Guided intake form
Service recommendations
Admin review queue
Email notifications
Reporting dashboard
Architecture
Web portal
Admin dashboard
MySQL database
Email notifications
Analytics
Before
Manual email intake
Incomplete project briefs
Slow follow-up
Limited reporting
The new intake flow gave us cleaner briefs and made it easier to decide which projects to take on.
A B2B services sales team Quote from the project record. The speaker’s name is not published under the NDA.
A similar problem?
Tell us what is slow in your team today.
We will say whether a first version like this fits, and what we would need from you.
