Internal SOP. This is a fulfillment page for Skyes Over London operations. Do not publish as client-facing copy unless the folder is access-controlled or moved to a private workspace.
CRM + Follow-Up Automation
fulfillment playbook.
Leads get captured, tagged, followed up with, reactivated, and moved through a visible pipeline instead of disappearing into texts, inboxes, and memory.
Deliverables owed
- Pipeline stages and fields
- Lead source tags
- Forms and routing plan
- Follow-up templates
- Reminder cadence
- Reactivation campaign structure
- Monthly pipeline report
Access / inputs to collect
- Existing leads/contacts if importing.
- Sales process, lead stages, offer details, and response rules.
- CRM/tool access or approval for setup.
- Staff responsible for follow-up.
Scope controls
- Not an enterprise migration, custom software build, or regulated compliance workflow unless separately scoped.
- Tool/provider fees and messaging costs are separate unless included in writing.
Step-by-step SOP
Map the sales process.
Create stages, tags, fields, and sources.
Connect forms and lead sources.
Write follow-up templates and reminder cadence.
Test automations and hand off staff instructions.
Run monthly cleanup and reactivation planning.
QA before marking complete
- Confirm each purchased deliverable is either shipped, blocked by client input, or custom-quoted.
- Check the relevant live path: links, forms, profile changes, ad settings, lead routes, CRM steps, or report data.
- Document screenshots, links, notes, or test outcomes in the client record.
- Send the completion or monthly status note with next recommended action.
Report template
- New leads
- Pipeline movement
- Follow-ups triggered
- Dead leads
- Reactivation opportunities
- System blockers
Upsell path
Missed-Call + Lead Recovery
Lead Dashboard + Reporting
Paid Traffic Management
Revenue Ops Retainers
Operator handoff block
SERVICE: CRM + Follow-Up Automation
OUTCOME: Leads get captured, tagged, followed up with, reactivated, and moved through a visible pipeline instead of disappearing into texts, inboxes, and memory.
DELIVERABLES: Pipeline stages and fields, Lead source tags, Forms and routing plan, Follow-up templates, Reminder cadence, Reactivation campaign structure, Monthly pipeline report
INPUTS NEEDED: Existing leads/contacts if importing., Sales process, lead stages, offer details, and response rules., CRM/tool access or approval for setup., Staff responsible for follow-up.
SCOPE CONTROLS: Not an enterprise migration, custom software build, or regulated compliance workflow unless separately scoped., Tool/provider fees and messaging costs are separate unless included in writing.
REPORT: New leads, Pipeline movement, Follow-ups triggered, Dead leads, Reactivation opportunities, System blockers
UPSELL PATH: Missed-Call + Lead Recovery -> Lead Dashboard + Reporting -> Paid Traffic Management -> Revenue Ops Retainers