# CRM for marketing and creative agencies: from lead to renewal

Configuration example to adapt with Ocliq. This document does not trigger live messages.

## Pipeline

Inbound lead → Qualification → Discovery → Proposal → Negotiation → Won → Onboarding → Active retainer → Renewal

## Fields

- Service type
- Stated budget
- Decision-maker
- Lead source
- Desired launch date
- Account owner
- Renewal date

### Inbound inquiry

Create a contact and opportunity, qualify the service and notify the right owner.

Separate sales inquiries from support requests before sending a sequence.

### Discovery booked

Confirm the meeting and send preparation details.

Cancel old reminders when the booking changes.

### Proposal in negotiation

Schedule follow-ups and retain notes and next actions.

Stop follow-up after a reply or decision.

### New client or approaching renewal

Create handover tasks and notify the account owner.

Sending data to a production tool depends on a validated connection.

## Demo checks

- Assign inquiries to two owners based on service type.
- Test an unanswered proposal sequence and stop it after a reply.
- Check the tasks created when a prospect becomes a client.

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