Camille Mathière

From an underused CRM to an automated system that generates clients.

I help service businesses, consultants, and coaches design and implement automated customer journeys on Zoho.

Each project has its right format

Audit

A clear assessment of your Zoho CRM to establish strong foundations.

500
  • light CRM audit
  • personalized recommendations

Starter Setup

A first automated customer journey to structure your prospects and start improving conversion.

1000
  • light CRM audit
  • design of a simple customer journey adapted to your business
  • configuration of a workflow
  • configuration of an email sequence (up to 5 emails)
  • optimization of your sales pipeline

Growth System

A complete automated customer journey to structure, automate, and optimize your client acquisition.

1800
from
  • light CRM audit
  • analysis of your current acquisition journey and identification of friction points
  • design of a full customer journey
  • automation setup
  • automation setup
  • full email sequence setup (up to 5 emails)
  • optimization of your entire client acquisition system

Faire évoluer et optimiser votre système d’acquisition client sur Zoho de manière continue

Pack essential

3h / mois*

270
/ mois
  • Exemples d'intervention
  • support technique
  • ajustements workflows
  • mise à jour des emails
  • optimisation CRM
  • amélioration pipeline
  • conseils stratégiques

Pack growth

5h / mois*

425
/ mois
  • Exemples d'intervention
  • support technique
  • ajustements workflows
  • mise à jour des emails
  • optimisation CRM
  • amélioration pipeline
  • conseils stratégiques

*Les heures non utilisées ne sont pas reportables au mois suivant.
Toute heure supplémentaire est facturée à 95 €/h.
Paiement en début de période.

Examples of CRM optimization projects

My method to design and automate your
Client Journey on Zoho

1

Audit

We analyze your current Zoho configuration, your acquisition process, and your existing client journey to identify optimization opportunities and friction points.

2

Design

We design a structured and seamless client journey by defining the key stages, the necessary automations, and the overall system logic, using a UX/CX approach focused on conversion.

3

Implementation

We configure your Zoho CRM and set up the automations, workflows, and sequences required to make your client journey fully operational.

4

Testing

Once the journey is ready, we run thorough tests to ensure the flow, consistency, and proper functioning of all automations.

5

Delivery

We present the system we have implemented and guide you through how to use it so you can manage it independently.

6

Monthly Support (Optional)

We continue optimizing your Zoho system, adjusting automations, and improving your client journey as your business evolves.

Not using Zoho yet? 
We also support businesses with the full implementation of Zoho, from the initial setup to building your automated client acquisition system.
Our clients appreciate our flexibility, smooth collaboration, and reliability.

CONTEXT

The company is a coaching firm specialized in professional skills assessments. The team consists of 9 people, including 5 Zoho CRM users.

Zoho CRM had been installed for two years but was still underutilized. Prospects mainly came through the website, LinkedIn, and referrals.

IDENTIFIED ISSUES

  • Leads were added manually into the CRM

  • The sales pipeline was not structured

  • Prospect follow-up was partly managed in Excel

  • Sales follow-ups were handled via Teams and sometimes forgotten

  • Email exchanges were not centralized in the CRM

 

MAIN CONSEQUENCE

🔴 Prospect follow-up was inconsistent and some business opportunities were not being fully leveraged.

SOLUTION IMPLEMENTED

Implementation of a first structured client journey in Zoho CRM:

1️⃣ Creation of a CRM-connected form using Zoho Forms

2️⃣ Automatic lead creation in Zoho CRM


3️⃣ Sales pipeline structuring


4️⃣ Implementation of a follow-up workflow

5️⃣ Automatic creation of sales tasks


6️⃣ Implementation of a simple email sequence (3 messages)

Creation of a sales activity tracking dashboard.

RESULTS

✔ Centralization of prospects in the CRM
✔ Structured sales follow-up
✔ Secure and automated follow-up reminders
✔ Better visibility on sales opportunities

CONTEXT

The group sells medical equipment to hospitals. The company has 150 employees, including 30 Zoho CRM users.

Zoho CRM has been used for five years and serves as the central tool for managing prospects and sales opportunities. Prospects mainly come from direct outreach, trade shows, and the website.

Several automations were already in place:

  • automatic creation of leads in Zoho CRM
  • confirmation email sent after a request
  • automatic assignment of leads to the relevant sales representative based on sector

 

IDENTIFIED ISSUES

  • The marketing team generates a large volume of leads, but few are converted into sales opportunities

  • Sales representatives do not always follow up with prospects at the right time

  • Most opportunities remain stuck in the early stages of the pipeline

  • Lead follow-up lacks structure after the first contact

MAIN CONSEQUENCE 

🔴 A significant portion of marketing-generated leads is not commercially exploited, resulting in lost sales opportunities.

IMPLEMENED SOLUTION

Implementation of an automated lead nurturing journey to qualify and guide leads through the sales process.

1️⃣ Segmentation of the contact database based on several criteria (type of organization, specialty, level of interest)
2️⃣ Implementation of a personalized nurturing email sequence (5 emails) tailored to each segment
3️⃣ Implementation of a sales follow-up workflow with automatic creation of tasks for sales representatives
4️⃣ Implementation of a lead qualification system (lead scoring) to identify the most engaged prospects
5️⃣ Automatic creation of an opportunity in the pipeline when certain engagement criteria are met

RESULTS

✔ Better qualification of prospects before sales involvement
✔ Smoother progression of leads through the sales pipeline
✔ 100% of leads processed thanks to automation
✔ Increase in the conversion rate from leads to opportunities