The core problem wasn't crystal clear on the client side. They knew lead handling was slow, but it wasn't measured. In the early weeks we invested time in process discovery: reconstructing a typical lead journey from sales conversations, from CRM data that hadn't been mined, and from quote-flow analysis.
The lead types turned out to be well-segmented (technical question, commercial enquiry, complaint, partnership offer), and the sales team expected a different SLA per type. The existing flow didn't support that. The catalogue site, a WordPress-based information page, didn't carry real-time stock data, generating more email traffic.