JJ Miller is working with a high growth SaaS company to develop a sales process using a cloud-based CRM. The process needs to address the issue of aligning tasks and work flow with current staff abilities—as well as scale—to support the efforts of an eventual business development staff. JJ Miller performed a diagnosis of how the company generates leads and converts them to sales and an assessment of the capabilities of the client’s CRM and email marketing platform compared to the client’s needs. Staff roles and experience were evaluated, including interviewing each member of the team toward making final recommendations for work flow, tasks, task hand-offs, shared nomenclature, and staff assignments. JJ Miller is directing the implementation of the process based on a prioritized plan.