1. Current situation
On our last call, you told us where the problems are:
- Inbound leads are handled over email, and by the time anyone replies the buyer has moved on
- There is no script, no qualification and no follow up structure behind your sales conversations
- The team is calling from personal phones, so international leads are expensive or unreachable
- The website was never built to convert. It asks for a demo booking and gives a buyer no reason to say yes
We agree with all four. And we are not going to leave them unsolved while we build demand on the other side.
This document is not a list of ideas. It is the plan we are putting into action: how we take Smart Bulk Payments from where you are now, with the problems below sitting in the open, to a funnel where every qualified visitor has the highest possible chance of becoming a customer.
Three phases. A decision gate at day 90, so you are never locked into something that is not working.
2. What you told us
Your leads are handled over email, and it is too slow.
You said it yourself: by the time someone replies, the lead has cooled. The data agrees. Contacting a lead within five minutes rather than thirty makes you 100 times more likely to reach them and 21 times more likely to qualify them (MIT / InsideSales Lead Response Management Study, Dr. James Oldroyd, 15,000 leads analysed). After the five minute mark, the odds of qualifying that lead drop by around 80 percent.
The fix is not a better email template. It is a five minute call SLA: form submitted, phone ringing, inside five minutes.
Your team cannot make those calls today.
Everyone is on personal phones. International calls are expensive, and WhatsApp is not universal (Germany being the obvious example). The single highest leverage change in your funnel is currently blocked by a tooling gap that costs very little to close.
"Request a demo" is the highest friction offer you can put on a SaaS website.
It asks a stranger to commit to a scheduled call with a salesperson before they have seen anything. What they actually want is to look at the product. Right now that CTA also routes from the payment platform page to a general contact page, so even the people willing to do it are being dropped into the wrong place.
Our recommendation: a self serve demo environment with dummy data, where a buyer can click around the platform and book an onboarding call from inside it. Lower friction to enter, higher intent by the time they raise a hand.
The contact form is a bottleneck.
One generic form, inconsistent styling, no qualification, no reason for a serious buyer to identify themselves. It tells you nothing about who is on the other side.
Your sales process is unstructured.
No qualification script. No agreed definition of a qualified lead. No follow up cadence. Outbound and partnerships carry the business, and inbound is effectively unmanaged.
Everything lives in a spreadsheet.
That is workable at your current volume, so we are not going to force a CRM migration on day one. But a spreadsheet answers none of the questions that make a sales team better. Where are the call notes? Where are the recordings? How does Victor review a lost deal and see why it was lost? How do you coach anyone if nobody can hear the calls?
Sales calls should be recorded and reviewed. Without that, every rep improves at their own pace, in private, and the company learns nothing.
Nothing is measured.
Lead source is not tagged. Pipeline stages are not defined. There is no way to show what GEO, outbound or partnerships each actually produced.
Demand is about to start arriving. Every part of the system that receives it is currently unfit to hold it.
3. The plan, in three phases
Conversion infrastructure
- Multi step qualification flow replacing the contact form, handed over as implementation ready code
- Progressive commitment logic: low friction fields first (name, email), high friction last (phone, volume, revenue)
- Framed as qualification for a call, not a contact request
- CTA audit and routing fixes across every commercial page, starting with the payment platform page
- Self serve demo environment specified: what the dummy account shows, where the booking prompt sits, how leads are captured from inside it
- Trust signals added to the money pages: logos, volumes processed, compliance credentials, named results
- Conversion copy rewrite on the top three commercial pages, aligned to the audience GEO is bringing in
Speed to lead
- Instant notification routing to the sales team on every submission
- Five minute call SLA defined, documented and tracked as a metric
- International calling stack specified and set up (one shared business line, no personal phones)
- Fallback channel logic per market (WhatsApp, Telegram, direct dial)
Deliverables: multi step form code and specification, CTA and routing fix list, demo environment specification, rewritten page copy, notification and routing setup, calling stack set up with your team.
Measured at day 45: form completion rate, and time from submission to first human contact. Both baselined in week one.
Sales system
- Five minute qualification script, two to five questions, written for a cold call into an active buyer
- Discovery call structure and agenda
- Objection handling library for the top objections in payments and compliance
- Follow up cadences for booked, no show, and gone quiet
- Proposal and close mechanics, including a standard commercial one pager
- Call recording set up, plus a weekly review routine so Victor and the team can hear what is actually being said
Coaching
- Live call reviews with your team, using their own recordings
- Script refinement based on what buyers actually push back on, not what we assume
Pipeline tracking
- Pipeline stages defined with entry and exit criteria
- Lead source tagging so GEO, outbound, partnerships and referral are separated
- One dashboard: leads, calls, opportunities, closed revenue
- Weekly reporting rhythm
Deliverables: call script, discovery framework, objection library, follow up sequences, recording and review process, pipeline stage definitions, tracking setup, live dashboard.
Measured at day 90: connect rate, form to booked call conversion, and a pipeline number you can trust.
Onboarding and post sale conversion
- Hybrid high touch onboarding, modelled on the Kingdom Bank approach: a named contact and a private channel per client for communication and document collection
- Compliance steps mapped into that channel so nothing is lost between sales and onboarding
- Time to activation measured and reduced
- Referral request built into the onboarding sequence
Continuous optimisation
- Monthly test roadmap: forms, pages, headlines, scripts
- Split testing on the qualification flow and the top commercial pages
- Funnel diagnostics reviewed monthly against the pipeline dashboard
- Conversion data fed back into the GEO content plan, so we produce content on the topics that generate buyers rather than traffic
Deliverables: onboarding playbook and channel structure, activation tracking, monthly test roadmap, monthly optimisation report, quarterly funnel review.
Measured continuously: time to activation, and month on month movement in qualified pipeline.
We review three numbers together: form completion rate, time to first contact, and form to booked call conversion. If the funnel is measurably better, we move into Phase 3. If it is not, you stop, with no further commitment, and you keep every asset we have built.
4. How this sits alongside the GEO work
The GEO programme continues exactly as planned. This sits underneath it.
- Nothing in the conversion work touches indexed structure, schema or the content GEO depends on
- Page copy changes are checked against GEO priorities before they ship
- Conversion data tells the content plan which topics produce buyers
- One team, one reporting rhythm, one dashboard
5. Commercials
| Item | Detail |
|---|---|
| Investment | €3,000 per month |
| Initial term | 90 days |
| Continuation | 90 further days, entered by agreement at the day 90 gate |
| Billing | Monthly in advance |
| Notice after day 90 | 30 days |
What you get every month
We own the conversion channel. Not advise on it. Own it. Every qualified visitor that lands on 3psmart.com becomes our responsibility to convert, using a process we have built and run across more than 40 B2B fintech and SaaS companies.
Scripts, discovery frameworks, objection libraries, follow up cadences, qualification criteria, pipeline definitions. Written for your product, your market and your buyers, and yours to keep.
Monthly sales strategy and performance review call with you and the team, live call reviews using their own recordings, and specific corrections on what to say differently next time.
Forms, page copy, CTAs, trust sections, demo environment specification, delivered as implementation ready work rather than recommendations.
One dashboard, stage definitions, source attribution, and a monthly report that shows exactly what produced pipeline and what did not.
CRM, calling, recording and tracking, chosen for cost efficiency and specified so your team can implement without guessing.
The five minute SLA, call recording, source tagging and stage discipline are not optional extras. They are the parts of the system that make the rest work. We will tell you plainly when something is not being done, and help you fix it.
Direct access to the dimartec team between calls, for anything that cannot wait.
What is not included
- Paid media spend and management
- Implementation hours on your side (we supply the code and the specification, your team ships it)
- CRM and tooling licence costs. We will recommend the stack and choose for cost efficiency, but the subscriptions are yours
- New brand or visual identity work
What we need from you
- A named owner on your side who is accountable for implementation
- An internal team member available to ship small web changes and fixes
- The sales team actually making the five minute calls, and recording them
- Access to the site, analytics and lead data
6. The Stakes
You have a small number of inbound opportunities. That is exactly why this matters. When volume is low, every lost deal is a large percentage of the total.
If nothing changes:
- Leads keep arriving by email and cooling before anyone calls, and you keep losing deals you never knew were winnable
- The demo request keeps filtering out everyone who was not already ready to be sold to
- Nobody can hear a sales call, so the team never gets better and the same objection keeps closing the same doors
- The revenue engine stays entirely dependent on partnerships and events, which do not compound and do not scale with your effort
- The GEO investment gets judged on a funnel that was never built to convert
That last point is the one we care most about. We are two months in, and most of that time went on repairing the technical and historical issues on the site. Content and demand generation start now.
Which means the traffic is coming. And right now, we are genuinely concerned that the website will not convert it. Not because the traffic will be poor, but because the site does not carry the trust signals a payments buyer needs, does not speak clearly to the audience AI search will send, and hands every interested visitor the highest friction offer available. It does not matter how many qualified buyers we bring in if the destination loses them.
We start Phase 1 on 12 August
First deliverables in your hands within 10 working days: the multi step qualification flow, the CTA and routing fixes, and the calling stack set up so the five minute SLA can begin immediately.
Next step: 30 minute kickoff call on Tuesday 11 August to confirm owners, access and the week one baseline.