Lead Management and Marketing-to-Sales Handover System

Outcome: Every in-scope lead follows a visible route with agreed states, evidence, owner, service expectations and feedback that improves future targeting and handovers.

Who this is for: Marketing, revenue operations or sales leader facing disputed lead quality, delayed response, inconsistent qualification or missing feedback between marketing and sales.

Marketing operations and growth economics

Buy as much help as the problem deserves.

Each depth is complete in itself: you can stop after any of them and still have your money's worth.

Depth 1

The answer

OctaFlow traces representative leads across forms, events, lists, CRM and sales activity, then diagnoses state, routing, definition and feedback failures. The customer receives a lead architecture, qualification rules, handover contract, ownership model, service levels, exception design and improvement plan.

Finished when your team can carry out the plan without us.

$3,000
Depth 2

The working method

OctaFlow installs lead and lifecycle definitions, required context, qualification and disqualification reasons, routing matrix, acceptance rules, response measures, exception queue, recycling pathway, feedback fields and weekly funnel review.

Finished when your team runs it on real cases and it holds.

$10,000
Depth 3

The full system

OctaFlow connects marketing automation, forms, enrichment sources approved by the customer, CRM and communication evidence. It validates required context, routes leads, detects inactivity or rejection patterns and closes feedback into campaign decisions.

Finished when it works under real conditions we agreed in advance.

$45,000A 25% deposit commences the work. The remaining 75% is payable on completion.

A person reads every order before work starts. If it is the wrong fit, we say so and refund it. Prices are in USD and Octaflow adds no VAT or sales tax.

Proof and ownership

The answer passes when teams agree states, ownership and acceptance evidence. The working method passes when a representative cohort moves through handover with reasons for every outcome. The full system passes when a live lead reaches the correct owner, exceptions trigger action and outcome evidence returns to marketing.

Commercial terms: Prices are in USD. OctaFlow adds no VAT, sales tax or other transaction tax. For any selected depth priced above $10,000, a 25% deposit is payable to commence and the remaining 75% is payable when the work is completed.

Standard exclusions: Travel, software licences, hosting, third-party data, external regulated opinions, major migration, custom applications and 24/7 support unless separately agreed.

Your business should get smarter every time it solves a problem. Even when we helped.

Five terms sit in every engagement, agreed before work starts. None of them can be traded out, at any depth, at any price.

training on your data never

Nothing you share with us teaches anyone else's system.

what we build for you yours

Files, rules, test cases and the record of what changed, in formats you can read.

model and provider swappable

Switch models, switch suppliers or step away from AI altogether. What we built still works.

decisions that matter your people

Automation does the carrying, never the choosing.

exit and handover day one

Handover, documentation and deletion of our access are agreed before we start.

For larger organisations
Work inside your perimeter or your cloud GDPR-aligned handling, agreed in writing Evidence an auditor can open Procurement-ready documentation Reference conversations on request

In the same part of the business.

Sales playbook design The sales team executes a shared, customer-specific method from target account through close, with judgement standards visible ... from $2,000 Sales messaging and voice alignment Sales communication sounds recognisably like the company and remains accurate, persuasive and adaptable across channels and buy... from $2,000 Sales-to-delivery handover documentation Every won engagement reaches delivery with a complete, accepted and traceable transfer of customer need, promise, scope, risk a... from $2,000