PMO Strategies

• Monitor all incoming leads via Zoho CRM, ClickFunnels, website forms, surveys, webinars, and direct inquiries. • Assign leads to the appropriate team member (sales, success coach, or automation workflow) based on defined criteria. • Ensure timely, accurate follow-up so no opportunity is missed. • Track lead status across the funnel and conduct regular audits to prevent lead leakage. • Build, maintain, and optimize automations using Zoho Campaigns, ClickFunnels, and Zapier. • Provide regular reporting on lead activity, conversion rates, velocity, and drop-off points.