Automating the Sales Funnel for a Faster, Cleaner Pipeline
Stream Consulting audited and automated an Australian client’s sales funnel and CRM. We removed the manual lead hand-offs between marketing and sales, so qualified leads reach the right people without delay.
Client:
Confidential Client
Location:
Australia
Category:
Tech & AI Consulting
Duration:
2–4 Weeks
Service:
Funnel Audit & CRM Automation
Engagement
Project-Based
Our client was generating leads, but too many were getting lost between marketing and sales. Hand-offs were manual, follow-ups were inconsistent, and the team had no clear view of where prospects were stalling in the funnel. The result was wasted effort on both sides and opportunities slipping through the cracks.
“We’d tried “AI marketing” before and it just meant more traffic. Stream Consulting’s approach was different — the leads they sent us actually converted.”
Our consultants started with a full marketing and sales funnel audit to find where leads were being delayed or dropped. We then cleaned up and restructured the client’s CRM and automated the lead hand-off process, including follow-up workflows, so marketing and sales now work from one connected pipeline. Prospects reach the right person at the right time, with no manual passing-along.
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Clients served across 6+ industries
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Years of experience
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Skilled experts on our team
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Hours delivered back to the business
How does your AI-driven lead generation actually work?
We use AI tools to score prospect intent and qualification based on real signals (behavior, fit, and buying stage) rather than optimizing purely for traffic volume. The goal is to hand your sales team fewer, better conversations instead of a longer, colder list.
What services does Stream Consulting provide?
We provide three core services: BPO (outsourced customer support and back-office operations), insurance consulting (coverage review, advisory, and claims support), and tech & AI business consulting (AI-driven lead generation, CRM automation, and digital strategy).
Do you offer ongoing support or one-time projects?
Both. Some clients bring us in for a defined project such as an insurance review, a funnel audit, or a BPO team launch. Others retain us for continuous support, account management, and optimization.
How long does a typical engagement take?
It depends on scope. A focused project like an insurance review or a funnel audit typically runs 2–4 weeks. BPO team launches and ongoing AI/lead-gen engagements are usually longer-term retained partnerships.
How do we get started?
Reach out through our contact form or call us directly at (607) 301-3137. We’ll schedule a free consultation to understand your goals and recommend the right starting point.
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