M&A Executive Search provided a project-based marketing lead and sales funnel strategy advisor to a construction and equine products manufacturer to improve lead management, sales processes, and CRM systems. The expert operated as an embedded project leader, conducting workflow audits, requirements gathering, solution development, pilot testing, and reporting design during a hybrid on-site and remote engagement. The assignment delivered documented process flows, actionable reporting dashboards, and a minimum viable product launch, enabling the organization to streamline marketing and sales operations, reduce leadership distraction, and create a foundation for long-term sales process improvements.
