Current challenges
02 / 09
Nicholsons is outgrowing manual processes. We will replace fragmented inquiry handling with a sophisticated, automated system that provides leadership with absolute pipeline clarity and frees marketing to focus on growth.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Nicholsons a customer lifecycle that scales.
Current operations rely on manual follow-ups and fragmented communication between consultants and admin teams. This creates visibility gaps where opportunities disappear and leadership lacks a reliable Single Source of Truth for forecasting.
We will implement Sales Hub Professional to automate lead triage and standardise the inquiry process. This ensures every prospect is tracked from initial website touchpoint through to project delivery and final invoicing.
Process
CriticalWhat's happening
Data must be manually extracted and interpreted to understand where leads originated or their current status.
Business impact
Leadership cannot trust the pipeline number, making strategic resource planning and forecasting impossible.
People
HighWhat's happening
Marketing leadership loses approximately one hour per week per inquiry just managing basic communication.
Business impact
High-value marketing resources are diverted to manual lead follow-up and consultant chasing.
Data
HighWhat's happening
Consultants lack a clear view of previous relationships or cross-departmental associations.
Business impact
Difficulty identifying key decision-makers within complex accounts leads to stalled deals and lost revenue.
People
MediumWhat's happening
Multiple consultants may engage the same national account (e.g. Savills) without awareness of other active projects.
Business impact
Lack of account hierarchy leads to duplicated effort and a disjointed customer experience across regional offices.
