SeedLegals: sales and marketing systems built for scale
Redesigned the customer journey, CRM processes and sales automations for a fast-growing legal-tech platform so the sales team could scale efficiently.
My role: growth lead. Led by Tristan Gillen with Tom Dewhurst, as founding partners of Growth Division.
- New CRM and sales process built for scale
- Automated sales workflows, freeing the team to sell
- Streamlined customer journey for better conversion
The challenge
SeedLegals helps startups handle the legal side of raising investment, so founders can close funding rounds faster. The company was growing quickly, and its sales and marketing processes needed to keep up: the goal was to streamline operations and make the sales process more efficient.
What we did
1. Designed a more streamlined customer journey. We mapped how founders moved from first touch to signed customer and removed the friction points along the way.
2. Built new CRM processes. Clear stages, ownership and data in the CRM, designed to improve sales conversion.
3. Introduced workflow automation. We automated the repetitive parts of the sales and marketing process so the sales team spent more time selling and less time on admin.
The results
- A new CRM and sales process to support efficient scaling
- A more effective sales team, through automation and better processes
- Better conversion from a more streamlined customer journey
What other startups can take from it
Fast growth exposes weak processes. Investing in the customer journey, CRM and automation before the team gets bigger means each new salesperson is productive faster, instead of inheriting a messier system.
Want results like these?
I work with startups and scale-ups across the UK and Europe as a fractional CMO.
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