Sales & Automations
CRM Setup & Management.
A CRM your team actually uses.
Most CRMs are 70% empty fields, three abandoned pipelines and a sales team that updates them on Friday afternoons. We rebuild the CRM around how you actually sell: pipelines that match your process, deal stages with exit criteria, custom properties that produce real reports, permissions that match real roles, and a clean migration from the system you're leaving. HubSpot, Salesforce, GoHighLevel, Zoho or Monday — picked honestly, configured fully, and trained on so the team actually uses it.
3.2×
Meetings per rep
Average lift in qualified meetings booked once outbound, follow-up and CRM are running as one system.
+47%
Reply rate vs. industry baseline
12hr
Sales admin time saved per rep per week
1 stack
CRM, sequencer, calling — wired together
The work
What we deliver.
CRM setup
CRM setup is delivered as a focused engagement where strategy, craft and execution come together — we partner with your team to shape the crm setup, pressure-test it against your goals and ship a polished asset that fits the way you actually operate.
Delivered as a finished crm setup artifact your team can put to work immediately.
What's included
- Discovery, working sessions and a written scope
- Senior-led design and production with weekly check-ins
- Final assets, source files and a documented handoff
- More on request
Why this matters now
When to make crm setup & management the next move.
Pipeline doesn't fail from lack of effort — it fails from lack of system. We build the outbound, lifecycle and CRM machinery that turns reps into closers and lets revenue compound without adding headcount.
Setup, migration and customization across HubSpot, Salesforce, GoHighLevel, Zoho and Monday — pipelines, permissions and clean data from day one.
Signs you need this
- Reps spend more time updating the CRM than selling
- Follow-up is inconsistent and leads go cold
- You can't tell which sequences or channels actually book meetings
- Manual handoffs between marketing, sales and ops are losing deals
What you'll see
- A documented outbound motion that books qualified meetings weekly
- A CRM reps actually use because it makes their job easier
- Automated follow-up that runs on its own without sounding like a bot
- Reporting that ties every touch to pipeline and revenue
The 90-day plan
How the first quarter looks.
A predictable path from kickoff to compounding results. Weekly progress, monthly business reviews.
Discover
Weeks 1–2ICP, offer, current stack audit, baseline pipeline metrics.
Design
Weeks 3–5Sequences, scripts, CRM build, routing rules, reporting layer.
Deploy
Weeks 6–12Live outbound, weekly iteration on reply and meeting rates.
Distill
Quarter 2+Scale what books meetings, retire what doesn't, train your team to own it.
Engagement models
Three ways to start.
Pick the model that fits your team's stage and the work in front of you.
Project
ScopedA defined scope, a fixed price, a clear handoff. Best when you know exactly what you need.
Retainer
PopularA senior pod, embedded with your team, billed monthly. Best for ongoing demand.
Fractional
LeadershipWe run the function for you — strategy, hands-on-keys, vendor management. Best when you need leadership.
Pairs nicely with
Other sales & automations services
Sales Strategy
The motion before the machine.
Read the Sales Strategy playbookSales Automation
A pipeline that runs itself.
Read the Sales Automation playbookLead Generation Systems
Funnels that fill the pipeline on autopilot.
Read the Lead Generation Systems playbookAppointment Setting & Booking
Calendars that book themselves.
Read the Appointment Setting & Booking playbookEmail & SMS Automation
Follow-up that never forgets.
Read the Email & SMS Automation playbookWorkflow Automation
Hours back, every week.
Read the Workflow Automation playbookProposal, Contract & Payment Automation
From quote to paid, automatically.
Read the Proposal, Contract & Payment Automation playbookAI & Chat Automation
AI that actually books meetings.
Read the AI & Chat Automation playbookReporting & Sales Analytics
A pipeline you can actually see.
Read the Reporting & Sales Analytics playbookIntegrations
Your stack, finally talking to itself.
Read the Integrations playbookProof
Recent sales & automations wins.
Next step
Let's scope your crm setup & management engagement.
A 30-minute growth consultation to understand your business, your stage and what success looks like — then a written plan and proposal within a week.