TWOZO for B2B Services: From Prospect to Proposal to Project

TWOZO for B2B Services

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.

Prospect Tracking

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

Proposal Generation

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

Project Handoff

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

Client Communication Log

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

Renewal and Upsell Tracking

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

Team Capacity Planning

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

Revenue Reporting

Track both sales and delivery revenue:

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

How AavishkarIT Helps

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