Working with funnels in Key CRM

What has been done:
Analysis of the current sales process:
Studied the logic behind how leads come in (where from, how often, what level of warming).
Assessed how managers work with first contacts.
Noted that cold leads either stalled without action or got lost in the main funnel.
Creation of a new funnel structure:
Divided funnels by the client's readiness level:
→ Cold funnel – for new, unready contacts.
→ Semi-warm funnel – for those who showed interest but are not ready to buy yet.
Outlined specific stages for each funnel based on the main sales stages.

Process automation:
Set up automatic task creation for the manager when moving to each new stage.
Added tags and comments to track the warming level of each lead.
Established reminders for follow-up contact to ensure no lead "stagnates."

Communication logic:
For "cold" leads – focus on warming (series of calls, useful materials, free consultations).
For "semi-warm" – personalized offers, case examples, additional guarantees.
Developed scripts for each client type – so the team works clearly and without losing trust.

Team training:
Conducted a briefing for managers: how to use the new funnels, what to record, when to move a lead.
Created a short guide on working with each client type.

Result:
The number of leads brought to consultations increased by 40%.
The percentage of "lost" contacts in CRM decreased by 30%.
The team became better oriented in the status of each client.
The client gained full control over the warming process and communication with each audience type.