Bodner Consulting · building clarity.

Your business, finally connected.

Your own CRM, company knowledge you can ask, and websites built to be found by search engines and AI. Built around how your team actually works.

Find your fit See what I build
Your own CRM Knowledge AI Websites AI cites
Scroll. Think further. Berlin-Brandenburg · DACH

We connect the dots.

// crm01 Pipelinelive Northwind Ltdwebsite formnew lead Keller & Colast call 3 days agofollow-up todayfollowed up ✓ Brightlinesent on Mondayproposal sent Your own CRM Every lead, proposal and follow-up in one place. Nothing slips. See how it works → // knowledge02 Ask your brain Where's the final Miller proposal? searching Drive, mail and notes Proposal_Miller_v4.pdf. Anna sent it on 12 Sep.source: Drive / Sales / Miller Knowledge AI RAG Ask in plain words. Get the answer and its source. See how it works → // websites03 Asked in ChatGPT & Claude Who builds custom CRMs for agencies? 1Your company: CRMs built around how agencies work. yourcompany.com 2Another agency 3A big software vendor Websites AI cites Be the first company ChatGPT and Claude name when your customers ask. See how it works →

What do you need?

Five quick questions. Then I tell you which of my three services would help your business most, and why.

Case study · for GTM engineers

How to build “a Lumi”

Lumi is the lead intelligence tool I built for a B2B software sales team. From the first process sketch to the shared dashboard, step by step.

  1. First the process, then the tool.

    We mapped how a lead travels today, from the list to the first call to the deal, and where it gets stuck. Lumi was built around that path, not the other way round.

    Process mappingTeam interviewsClear stages

  2. Never call the same company twice.

    Every new lead list is matched against the CRM first. Existing customers and open deals are filtered out, so only new companies reach the team.

    CRM matchingDuplicate checkExcel and CSV import

  3. Only the accounts that fit.

    Filters for region, country, sector, segment, role and priority turn a long list into the accounts that match the ideal customer profile.

    ICP filtersSegmentsPriorities

  4. Complete records, not half rows.

    Company data is enriched automatically: industry, size, location, LinkedIn. German and English column names are both understood, and no column of the original file gets lost.

    EnrichmentData cleaningField mapping

  5. Everybody on the same board.

    Each rep claims accounts for a few weeks, sets a status and picks a channel. The whole team sees who works on what, so nobody doubles up.

    Account claimingStatusTeam view

  6. Every campaign, every touchpoint.

    Leads carry the campaign and the funnel they came through, from cold call to email to events, so you see which channel moves which accounts.

    Campaign labelsFunnelsCRM tasks

  7. The key numbers at a glance.

    Unassigned, in progress, closed: the dashboard shows where the pipeline stands, without anybody building a report.

    KPIsPipeline statusLive CRM sync

  8. Less time on lists. More revenue.

    The team spends its time talking to the right companies instead of cleaning spreadsheets. The exact numbers follow soon.

    Time savedMore revenue

Let's talk.

Lisa Bodner
Lisa BodnerConsultant and builder, Bodner Consulting

Tell me where your business loses time or leads. I read every message myself and reply within one working day, with a concrete next step, not a sales pitch.

We spend hours every week writing quotes by hand.

That is very fixable. Can I see two or three recent ones?

Sure, sending them over.

Replied within one working day

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