Sales enquiries and follow-up
Enquiries that require information from several sources, proposals that need to be rewritten and opportunities that lose continuity. I examine the journey from request to response.
Strategy · Operations · Business decisions
Consulting grounded in your business: how your team works and where information, tasks or coordination hold back service.
Madrid is one of my three places of residence, alongside the Balearic Islands and Marbella. I work with hotels, experience-led businesses and service companies in Madrid and across Spain.
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Madrid · SpainIndependent consulting
My approach
We begin with the process that concerns you: what happens today, who is involved and what needs to improve. I assess, prioritise and define how a possible solution should work before you decide to invest.
I do not sell tools or develop software. I define priorities and functional requirements. Any technical implementation is assessed separately.
Where I can help
Enquiries that require information from several sources, proposals that need to be rewritten and opportunities that lose continuity. I examine the journey from request to response.
Duplicated tasks, stalled approvals and requests without a clear owner. I review the complete process to identify what to simplify, automate or support with AI.
Scattered procedures and answers that depend on one person. I examine sources, ownership, updates and permissions before considering an assistant.
Manual reporting and customer feedback that accumulates. I define which decisions need support and which reliable data could inform them.
How I work
Objectives, actual work, information flows and the people responsible.
Friction points and opportunities, ranked by potential value, feasibility, effort and risk.
Requirements, next steps and measures to test an improvement before expanding it.
Explore the phases, deliverables and collaboration model. · Explore illustrative examples and interactive cases.
Before we start
No. We assess the problem first. The appropriate response may be a process change, conventional automation or generative AI.
My work focuses on assessment, strategy and functional design. Development and integrations are a separate phase, evaluated with your team or technical provider.
After the initial conversation, you receive a proposal specifying the processes, participants, deliverables, timeline and price before engaging the service.
The working arrangement depends on scope. Remote sessions and any necessary on-site visits are agreed beforehand.
We agree indicators tied to the process and a baseline. Estimates state their assumptions; a pilot can validate the improvement. Specific savings are not guaranteed in advance.
Related services
An initial conversation
In an initial 30-minute phone call, we discuss your context and whether an assessment is appropriate. Scope, deliverables, timeline and price are agreed before committing.
Request a strategic meeting ↗