Service
CRM & Pipeline Setup
A CRM only works when it matches how your team actually sells. I map your real sales motion, then build the pipeline around it.
- CRMs configured
- 100+CRMs configured
- Source of truth
- 1Source of truth
- Typical build time
- 5–10dTypical build time
The problem
What this fixes.
- Deals live in someone’s head, a spreadsheet and three inboxes.
- Nobody can answer “how much is in the pipeline right now?”
- Leads sit in a stage for weeks with no next action.
- Your CRM has 40 unused fields and no one trusts the data.
What you get
Exactly what's delivered.
- Sales process mapping session — stages that match how you actually close
- Pipeline build with entry and exit criteria for every stage
- Custom fields, tags and lead source tracking that stay clean
- Automated stage movement driven by real activity, not manual dragging
- Task creation, reminders and rep assignment rules
- Lead scoring so the team works the right leads first
- Team training session and a written operating guide
Typical delivery: 5–10 days
Get a fixed quoteQuestions
Before you get in touch.
Can you migrate our existing contacts?
Yes. I map, de-duplicate and import your existing data so history comes across rather than starting from an empty CRM.
Will my team actually use it?
That is the point of mapping your real sales motion first. A pipeline that mirrors how people already work gets adopted; a generic template does not.
How many pipeline stages should we have?
Usually five to seven. Fewer and the data tells you nothing; more and nobody keeps it updated. We land on the number by mapping how you actually close, not by copying a template.
Can we run more than one pipeline?
Yes - separate pipelines for new business, onboarding and renewals is a common setup. Each gets its own stages and automation so the reporting stays meaningful.
What happens to our existing data?
It gets mapped, de-duplicated and imported, so history comes across rather than starting from an empty CRM. I show you the mapping before anything is written.
Do you train the team?
Yes. Every CRM build includes a live training session and a written operating guide, because a pipeline nobody understands gets abandoned in a fortnight.
More questions? Read the full FAQ.
Limited availability
Every day you wait is money on the table.
Your competitors are already automating. Book a free call and let's get your systems working for you — not against you.
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