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AI summary

We agreed the engagement starts with lead response and quote hygiene, the two areas costing Cronulla the most pipeline. Daniel granted HubSpot super-admin access on the call so Alex can audit deal stages before the next session. The headline target for the first month is cutting first-touch reply time from roughly nine hours to under one.

AI summary

We walked the full journey from website enquiry to paid deposit and found two handoffs where leads stall: the gap between enquiry and first call, and the silence after a quote is sent. Sarah confirmed quotes are still built by hand in a spreadsheet. Alex proposed templating the quote inside HubSpot and adding an automatic follow-up two days after it goes out.

AI summary

Alex walked the team through the drafted quote template and the new follow-up sequence, and Daniel signed off on both. The one change requested was a softer tone on the second follow-up email. We agreed the instant lead-response automation goes live first, with the quote flow following the week after.

AI summary

The first sprint shipped on time: lead response is now averaging 38 minutes, down from nine hours, and the rebuilt quote template is saving Sarah about six hours a month. Daniel flagged eleven quote-stage deals that have gone quiet, which became the focus for next sprint. We agreed to point the same engine at the quote-to-deposit gap.