TWOZO for B2B Services: From Prospect to Proposal to Project

B2B service businesses — consulting agencies, marketing firms, IT services, and professional services — have a unique sales-to-delivery process. TWOZO can be configured to track prospects from first contact through proposal, project delivery, and ongoing account management.

Track potential clients from initial inquiry to qualified opportunity:

• Lead source tracking (referral, website, event, partner)
• Discovery call notes and requirements
• Qualification criteria (budget, authority, need, timeline)
• Next steps and follow-up tasks

Manage the proposal process within TWOZO:

• Proposal draft status and version tracking
• Internal review and approval workflow
• Client presentation and feedback tracking
• Proposal acceptance and contract signing

When a proposal is accepted, hand off to the delivery team:

• Auto-create project record from accepted proposal
• Assign project manager and team members
• Transfer client requirements and expectations
• Set project timeline and milestones

Maintain a complete communication history:

• Email sync for all client communication
• Meeting notes and action items
• Call logs and follow-up tasks
• Escalation history and resolution

Track client lifecycle for renewals and expansion:

• Contract end dates and renewal reminders
• Service usage tracking for upsell opportunities
• Client health scores based on engagement
• Referral tracking and partner commissions

Use deal pipeline and project data for resource planning:

• Forecasted project starts by month
• Team utilization based on assigned projects
• Capacity gaps and hiring needs

Track both sales and delivery revenue:

• Closed won revenue by month and quarter
• Project revenue recognition
• Revenue by service line
• Client lifetime value

We configure TWOZO for B2B service businesses with custom prospect-to-project workflows, proposal tracking, project handoff automation, and revenue reporting dashboards.