Professional firms often have CRM stages that do not match reality, incomplete fields, stale opportunities, and no clear next action.
The workflow to build
Forms, consultation bookings, referrals, and email inquiries can create structured records with source, service, owner, and next step.
Where automation helps
A stage change should request documents, send reminders, create tasks, or update reporting.
What to measure
Open opportunities should have age, value, owner, next action, and close-out rules.
What not to automate
Show prospects waiting on the firm, clients waiting on documents, proposals sent, and work ready for review.