
The challenge
Odoo ERP partner targeting Saudi contractors: CRM baseline unclear, zero source/medium tracking, lead source unmapped to spend, CPQL cost undefined.
What we ran
- Audited full Odoo 19 CRM instance (183 opportunities): isolated lost-reason patterns and ICP profile (50–350 emp contractors, unified-contract qualified, Riyadh-based)
- Mapped lead sources to cost per qualified lead (form fills vs landing page), tied to September spend
- Defined tracking framework: cost per WhatsApp thread, plus form and landing-page cost per lead, established for the next campaign
- Quantified sales funnel: 183 pipeline opportunities and identified blockers (demo bottleneck, limited sales capacity)

