The Pre-Sales phase is a common bottleneck: great business ideas often become unviable or fail to close the sale due to a lack of asenior diagnosis that structures and validates the project scope before signing. This case focuses on how the strategic injection of Project Management in the commercial phase contributed to a 20% increase in the client portfolio of Phinx Lab. The central problem was transforming business opportunities and leads into solid and executable proposals, making PM a growth engine rather than a post-execution cost. en propuestas sólidas y ejecutables, haciendo del PM un motor de crecimiento en lugar de un costo de ejecución posterior.
| The Challenge | The Pre-Sales phase often lacks the technical validation and precise scope of a Senior PM, resulting in vague or difficult-to-execute proposals. The challenge was to transform business opportunities into executable projects and close new clients. |
| The PMaaS Solution | PM expertise was applied in the Pre-Sales phase, focused on seeking new opportunities and the presentation of solid proposals. The approach was collaboration with clients to identify and define requirements and objectives before signing. |
| The Result | During the collaboration at PhinxLab, this Senior and Pre-Sales diagnostic strategy contributed to a 20% increase in the number of clients. PMaaS has established itself as a growth tool, not just an execution tool. |