Bd/Crm Workflow Design and Optimization for Lead Management

The client is seeking expert assistance to design and optimize a comprehensive Business Development (BD) and Customer Relationship Management (CRM) workflow. The project involves creating a structured system to manage leads, define outreach steps, and establish effective post-event follow-up procedures. The deliverable should be a tool-agnostic design, such as a detailed sheet or schema, that can be independently implemented into a project management or CRM platform. The freelancer is also expected to provide innovative ideas and recommendations for enhancing the setup, specifically focusing on workflow stages, custom fields, and simple automations, to ensure the system is user-friendly, efficient, and scalable for future growth.