← Project archiveAI Workflow · Apollo · Beacon CRM · Process Improvement
AI Assisted CRM Workflow
Structuring prospect research, qualification and lead management
The Upper Room
Context / Challenge
A structured prospecting workflow I introduced while working as Corporate Partnerships Manager at The Upper Room, combining AI assisted research with Apollo and Beacon CRM.
I joined as the sole corporate partnerships hire at a point where there was no established pipeline or consistent process for researching, qualifying and following up prospective partners.
Insight
The organisation needed a workflow that colleagues could understand and reuse, not a collection of disconnected research notes and contacts.
Strategy
I introduced AI assisted research for initial prospect discovery and qualification, then structured prospect and follow up activity through Apollo and Beacon CRM.
The workflow sat alongside a reusable Bronze, Silver and Gold partnership offer so that research, records and outreach could support the same process.
Idea
Execution
I defined the workflow, selected how each tool would support it, structured the CRM process and helped colleagues use it for lead management and follow up.
I began by understanding the information needed to decide whether a prospect was relevant. I then connected research, qualification, CRM records and follow up into one clearer working process.
- Defined prospect research and qualification requirements
- Introduced AI assisted research into the workflow
- Used Apollo to structure prospect discovery
- Used Beacon CRM for lead records and follow up
- Created a reusable partnership structure
- Supported colleagues using the process
- Repeatable AI assisted research workflow
- Structured CRM process
- Defined qualification and follow up stages
- Reusable tiered partner offer
Impact
The workflow created a clearer way to manage prospect research and follow up. It supported a broader pipeline and contributed to one long term corporate partner being secured during my time in the role.
A useful workflow depends on clear information requirements, consistent records and a process that other users can adopt.