Set up an automated system that consolidates lead data from both Qm Digital Agency and Sway Swings into a unified CRM, enriching records with real-time updates (job changes, interactions) and ensuring no data silos. Integrate with Shopify for Sway Swings and agency tools to enable seamless cross-brand attribution and consistent data hygiene.

Deploy an AI-driven system that tracks leads across all channels (Shopify, web, email, agency touchpoints), automatically attributing source, segment, and lifecycle stage regardless of business model. Standardize lead qualification and routing based on real-time engagement and buyer intent signals.

Improves lead-to-opportunity conversion by 15% by ensuring no leads are lost and attribution is always accurate—critical when managing distinct customer journeys for services and luxury products.

Automate GTM workflows with standardized playbooks for both agency and product sales, triggered by specific lead actions (e.g., website visit, Shopify purchase, demo request). Systematically push playbook updates and onboarding templates to all team members to maintain consistency and compliance across brands.

Cuts onboarding and process update time in half (from ~2h to 1h per team member per update), ensures best practices adoption, and maintains pipeline hygiene—enabling more predictable, scalable growth.