Case Study
Tourix is a data-driven digital marketing agency working with clients in the tourism industry.
Services
Workflow & CRM Integration
Document Processing
Industry
Digital marketing
Company Size
20 Employees
Timeline
3 Months
February 2025
From new enquiry to a proposal ready to send
Tourix
"Silvercrest AI understood something crucial: we didn't need more tools, we needed better processes. Thanasis and his team mapped our entire lead conversion journey and implemented targeted automation that saved us both time and money."
Stavros Kefalas
Co-Founder
The challenge
Leads were never the problem. Turning them into signed clients took up to a month.
Tourix is a digital marketing agency serving the tourism industry. Generating demand was not the main obstacle; moving interested prospects through meetings, proposals and contracts was. Information was spread across call notes and manual handovers, and preparing a proposal could take several weeks. We started with an AI opportunity assessment of the full lead-to-client journey, identifying the work that delayed the next conversation or decision.
The approach
Connect the sales journey, not just the proposal document.
The assessment connected several related needs: prospect research before a meeting, a useful record of the conversation, a clear match between the client’s needs and Tourix’s services, and timely proposal preparation. We helped structure the offer and the information needed at each step, then connected the repeatable preparation and follow-up work. The aim was to give the team a usable next step without losing the context of the prospect’s situation.
Keep the context from enquiry to proposal
Tourix needed a connected sales process, not a faster document in isolation. The assessment linked the information gathered before a call to the work that followed it.
Prepare prospect research and the meeting context. Booking and reminder steps reduce routine chasing.
Turn the call into a structured brief: needs, relevant services, actions and the agreed next step.
Use that brief and the structured offer to prepare the proposal and contract, with follow-up connected to the opportunity.
Our role went beyond connecting software
We mapped where the journey stalled, clarified the information each stage needed and connected the repeatable work. That gave the sales team more continuity between conversations, decisions and delivery.
The Results
Proposal turnaround moved from up to a month to a matter of days. The wider benefit was continuity: the research, conversation and agreed next step no longer had to be assembled again for each handover. The sales team could spend more of its time on qualified conversations while the supporting process carried the routine preparation.
Proposal turnaround down from up to 30 days to 2 to 5 days
Five times the clients taken on in the same period, with the same team
Response time to new leads down by 50 to 60 percent
Sales cycle shortened by 40 to 50 percent
Services, pricing and add-ons standardised into clear packages
See a similar opportunity in your team?
We look at your process, your systems and the result you need. Then we agree a sensible first step, from assessing the opportunity to building and supporting it.
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