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Expertise / 06

CRM & automation

Lead-management processes, messaging journeys, follow-up requirements, and workflow automation.

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My capabilities

How I contribute.

Skills I apply in marketing roles, with responsibilities shaped by the business objective and team priorities.

01 / Scope

Lead capture and qualification

Understand how leads currently enter the business and where continuity breaks down.

02 / Scope

Messaging and follow-up journeys

Define messaging flows, qualification requirements, and the customer’s next step.

03 / Scope

Team handover and workflow

Connect the journey with team responsibilities and the agreed CRM requirements.

Experience behind the capability

See it in practice.

Named work and role responsibilities provide context for this capability. Each page identifies the evidence available.

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