Situation (fictional lender)
Harbor Capital sells working-capital products to SMBs. Marketing generates 400+ leads/mo; inside sales complains leads are junk; average speed-to-lead is 4+ hours; Salesforce stages do not match reality.
Speed-to-lead
62% of web leads touched after 2 hours — competitors call in minutes.
Routing chaos
Round-robin ignores license state and product fit.
Data
Spreadsheet imports; no owner-level email verification before outbound.
Management blind
No single view of enrich → contacted → replied → booked.
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15-minute scope call · fixed quote · no AI-slop pitch deck required.
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