Who are they?

SeedLegals is transforming the way startups manage the legal side of raising investment/ It’s a one-stop platform that focuses on ease of use and enabling startup founders to complete their investment rounds more quickly.

What was the challenge?

SeedLegals was in a period of high growth and they needed to optimise their sales and marketing processes and systems. They needed to streamline operations to boost the efficiency of the sales process.

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What we did for them

Built out a new, more streamlined customer journey strategy

Built out sales and marketing processes to save the team time and increase efficiency

Created new CRM processes that ultimately helped improve conversions in the sales process

Team on the account

Tristan Gillen

CRM & Sales Process Expert

Tom Dewhurst

CRM & Sales Process Expert

The Key Metrics

New CRM & Sales Process that would enable more efficient scaling

Improve sales team effectiveness through workflow automations and better processes

Helped drive better conversions via a more streamlined customer journey