Ireland / Remote consulting and delivery

Marketing and sales handoff design for Irish firms

I help Irish firms make the route from inquiry to a reviewed conversation more reliable. The work connects form context, intake ownership, expert review and follow-up so customer requests do not depend on an unassigned shared inbox.

Marketing & sales operations / Ireland

Start with the customer and the commercial decision

A specialist team can receive the right inquiry and still lose momentum because nobody knows who should decide the next step. I review the request types, the information available at first contact and the people involved in qualification. The process defines what can be routed immediately and what needs expert judgment. We test the model against ordinary exceptions: missing context, unsuitable work, repeat contacts and owner absence. That keeps the design practical for the Irish team that must maintain it while delivering client work. Automation is chosen only after the decisions and responsibilities are clear.

Priorities for this market

Define the first useful qualification

Identify the service and context needed to route a request. Keep detailed discovery at the stage where it is useful. A well-scoped first form helps both the customer and the receiving team without turning intake into an unnecessary questionnaire.

Make ownership survive exceptions

Assign a primary owner, reassignment route and next action. Define who handles a request when the usual reviewer is unavailable. This prevents a process from appearing reliable only when every inquiry follows the ideal path.

Use statuses that explain progress

Agree what new, reviewed, waiting and ready-for-next-step mean for the business. Tie follow-up to an owner rather than a generic reminder. Reporting can then show workload and opportunity progress without treating every incoming request as qualified work.

A clear scope and an accountable delivery process

I deliver the project remotely in English with the Irish commercial, intake and relevant expert owners. The output can include the workflow, field and status definitions and a scoped implementation plan. Existing systems are reviewed first so tool changes support a known process rather than introduce a new layer of ambiguity.

Confirm the decision

Agree the customer, selling market and business question. Review the available source material with the responsible owner, and identify inputs that would change the recommendation. The project begins with a shared brief rather than an assumed list of channel or technology tasks.

Turn the brief into assigned work

Set the outputs, approval points and implementation responsibilities. Separate what can proceed from work that depends on another decision. Keep the scope and change record visible so your team can review progress without reconstructing the project from messages.

Review the result and the next action

Check the agreed deliverables against the original question, record the relevant findings and assign the next action. Where ongoing measurement is part of the scope, document the source, review window and owner before the project moves into the next cycle.

Relevant work, with its original project context

See how I approach the work before we define your project.

A B2B platform built around structured buyer inquiries

Explore the published project, the work delivered and the supporting evidence. See the business question, the decisions I made and the deliverables that moved the work forward.

Read the project case

Questions before we define the project

Can this work with our existing inbox and CRM?

Yes. The review starts with the current setup and identifies the minimum reliable changes. Better responsibilities and field definitions may resolve the problem before a new platform or complex integration is needed.

How is the work delivered?

You work directly with me remotely, with written decisions, named review owners and agreed meeting windows. The proposal defines the outputs and implementation responsibilities around your team and the customer market being served.

Let's talk

Define the next move for your market

  • Share your customer market and current challenge
  • We agree the scope, owners and next decision

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David Demid in a black suit
David Demid

Marketing & Growth Consultant