The task management buildout was a strategic initiative aimed at creating an infrastructure to effectively track customer activity, engagement, and key milestones as they moved through the sales funnel.

This buildout was designed to enhance team coordination and ensure that no important customer detail was overlooked.

With numerous leads and customers requiring attention at different stages of the funnel, it became essential to have a reliable system to manage and prioritize tasks. This buildout was intended to ensure that all team members could efficiently track progress, follow up on important actions, and maintain consistent engagement with customers.