# CRM for consultants: qualification, proposals and engagement follow-up

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

## Pipeline

Inquiry → Qualification → Discovery → Proposal sent → Follow-up → Won → Kickoff → Active engagement → Renewal

## Fields

- Company and decision-maker
- Problem to solve
- Proposed scope
- Decision date
- Proposal status
- Next follow-up owner

### Consulting inquiry received

Create the record, capture the need and source, and assign qualification.

Send a discovery link if the prospect fits your scope.

### Proposal marked sent

Record the expected decision date and schedule a task and follow-up.

The trigger is a CRM status; it does not presume automatic tracking of an external document.

### Reply or decision received

Update the status and assign the next action.

Stop proposal reminders when they are no longer relevant.

### Engagement won

Start a kickoff checklist with tasks, notifications and appointments.

Delivery, accounting and time tracking must be defined with your business tools.

## Demo checks

- Create two consulting opportunities with different decision dates.
- Record a proposal decision and verify follow-ups stop.
- Trigger the kickoff checklist on a won opportunity.

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