Client
- Brand: Domunión
- Field: Sustainable construction of geodesic domes.
“Thank you for the service, for the affection and care. Our calls feel like a spiritual retreat. I value it, I’m grateful for it, and I feel everything is moving forward.”
Augusto Volker
Co-founder Domunión
Buenos Aires, Argentina
The Challenge
- Create a new sales system.
- Design and implement an accessible and effective client management system.
- Document key decisions clearly so that all team members (founders and production team) understand their roles within the process.
- Develop marketing materials for potential clients (including brochures and customized quotes).
- Prepare the team to handle a higher sales volume without chaos.
Tasks Performed
- Online meetings to understand the process and co-design the sales system. Recordings and a summary document outlining key discussions and implementation strategies were delivered.
- Sales system framework created for the production team, along with internal communication documents.
- Sales system framework and explanatory document developed for the founders.
- Research and evaluation of CRM options, followed by implementation of the selected method.
- Design of brochure and editable budget template using Canva.
Work Decisions
Domunión has a relatively small team (fewer than 10 people), which organizes and communicates primarily through shared spreadsheets and WhatsApp.
The main objective was to optimize the sales system and its connection with the production process, in order to respond effectively to growing demand and the expansion of the team.
We began by researching CRM methods, taking into account the specific characteristics of the industry and the available budget.
A system combining Trello and cloud-hosted spreadsheets was defined as the best option for the company’s current stage. I carried out the implementation and training.
The work method, communication channels, and stages of the commercial process were clearly established, involving different team members throughout the entire customer journey.
After strengthening the client-facing sales system, we shifted our focus inward to establish an efficient workflow between the sales and production areas.
This process made it possible to identify delegable stages, define clear roles and responsibilities, and optimize production time.
The consulting program included a series of resources such as marketing brochure templates, internal communication sheets, video tutorials, among others.
The work sessions were not only technical—we also addressed the emotional dimension, which is key to sustaining an abundance mindset and encouraging aligned, effective sales.