Services

  • A CRM isn’t just a tool - it’s your revenue command center. If it’s messy from the start, everything breaks downstream.

    Whether you’re implementing HubSpot, Salesforce, Pipedrive, RepFabric or Copper, we help you launch with structure, clarity, and buy-in from the team using it every day.

    What’s included:

    • Discovery & Process Mapping We audit your current workflows, sales process, and lead sources so the system reflects reality - not just theory.

    • CRM Architecture & Setup We build the foundation:

      • Pipeline Stages

      • Lifecycle Definitions

      • Lead Sources

      • Custom Fields

      • User roles & permissions

    • Automation & Integration Smart workflows that save time, not create headaches. Plus integration with your marketing, forms, calendars, or tools like Slack and ZoomInfo

    • Data Import & Cleanup We’ll guide your exports, scrub your lists, and import contacts the right way. No duplicates. No chaos.

    • Documentation & Training Every workflow we build is documented. Every user gets trained. We don’t disappear after setup.

    Best for:

    • Founders who just bought their first CRM license

    • Teams upgrading from Excel-centric operations tools, Google Sheets, Airtable, or duct-taped systems

    • Companies switching platforms and tired of doing it wrong…twice.

    Outcomes:

    • A fully functional CRM tailored to your team and business

    • Processes that are used, not ignored

    • A clear, shared understanding of pipeline, lifecycle, and data hygiene

    Starting at $3,500 - scale based on complexity, team size, and platform. Contact us for a proposal.

  • Senior-level strategy without the full-time price tag.

    If your sales org is growing but you’re not ready to hire a full-time Sales Ops lead, a fractional setup give you experienced guidance, systems support, and real momentum-without burning budget on a bloated hire.

    This isn’t just “help with Salesforce.” This is embedded, strategic, roll-up-your-sleeves support.

    Whats Included:

    • Ongoing CRM Management Your CRM stays clean, organized, and aligned with your team’s current structure - not whatever you set up six months ago.

    • Sales Process Optimization We audit and refine pipeline stages, lead routing, qualification criteria, and handoffs across sales, marketing, and customer success.

    • Reporting & Forecasting Support Dashboards that actually reflect what’s happening. Weekly insights. Monthly performance reviews. Forecast accuracy you can defent.

    • Tech Stack & Tool Support Need to connect a dialer, marketing platform, or data tool? We’ll integrate and optimize without overwhelming your team.

    • Cross-Functional Collaboration We partner with leadership, RevOps, and GTM teams to ensure sales ops supports your bigger business goals.

    Best for:

    • Founders or sales leaders managing sales ops “on the side”

    • Startups approaching $2M-$10M and feeling the strain

    • Teams who have CRM + reporting but no one owns it

    Outcomes:

    • A CRM that evolves as your team grows

    • Reporting your leadership team can trust

    • Better visbility, cleaner data, and fewer dropped leads

    • Breathing room for your leadership to focus on growth - not fire drills

    Engagement Options:

    • Retainer-based support (10-40 hours/month) starting at $2,000/month.

    • Project-based cleanup + transition - starting at $3,500

    • Interim Sales Ops while you hire in-house starting at $2,000/month

    Tired of duct taping your revenue engine? Let’s Talk.

  • Visibility you can trust. Forecasts you can defend.

    If your dashboards are confusing, your forecast changes weekly, or your CEO doesn’t believe your pipeline data, this is for you.

    We design reporting systems that are clean, actionable, and directly tied to your sales process. From board-ready forecasts to rep-level accountability, we turn your CRM into a single source of truth.

    Whats Included:

    • Pipeline Visibility Design We define what should be tracked - and how. No more guessing where deals live or why reps are stuck.

    • Custom Dashboard Builds We build out reporting tailored to every level of your org:

      • Executive dashboards

      • Manager scorecards

      • Rep activity and conversion insights

    • Forecasting Models & Cadence We implement forecasting logic based on your deal flow, sales cycles, and past performance - plus the process to keep it consistent.

    • Data Hygiene & Field Mapping We clean up your reporting foundations:

      • Field audits

      • Standardization

      • Required fields

      • Clean handoffs

    • Attribution & Funnel Reporting Track leads from source to closed-won. Know what channels, reps, and campaigns are actually working.

    Best For:

    • Companies that just implemented a CRM and need reporting built right

    • Sales team with data - but no visibility

    • Leadership teams tire of “I think we are on track.”

    Outcomes:

    • Dashboards your team actually uses

    • Forecasts that drive decisions (not just update spreadsheets)

    • Visibility into bottlenecks, rep performance, and real revenue health

    • Confidence going into board meetings or investor updates

    This service is usually project-based and starts at $1,250.

    Tired of gut-feel forecasts and disconnected dashboards? Let’s build something you can trust.

  • Uncover what’s broken before it breaks your pipeline.

    If your CRM feels bloated, your reporting doesn’t add up, or your team is flying blind, don’t hire another vendor or launch another tool.

    Start here.

    Our RevOps Audit gives you clear answers, prioritized fixes, and an action plan to clean up your sales engine without guessing.

    Whats included:

    • CRM Audit We dig into your setup, field mapping, deal stages, user behavior, and data quality. No more wondering if your CRM is helping or hurting.

    • Process review We trace your lead flow from first touch to closed-won (or lost). We map out where reps get stuck, leads drop off, and handoffs fall apart.

    • Reporting & Forecasting Checkup We assess your dashboards, metrics, and forecast inputs to identify gaps, noise, and misleading data.

    • Quick Fixes (1-2 included) We don’t just hand you a list - we roll up our sleeves and fix 1-2 high impact issues right away.

    • Prioritized Action Plan You walk away with clear recommendations: what to fix, in what order, and how to move forward - whether you work with us or not.

    Best For:

    • Early stage teams about to scale sales ops or marketing

    • Startups implementing their first CRM

    • Companies with “meh” dashboards and disjointed tools

    • Founders and COOs who are overwhelmed and tired of duct tape

    Outcomes:

    • Clarity on what’s broken and what’s not

    • A tactical plan with next steps

    • 1-2 fixes handled for you immediately

    • Confidence in your next RevOps move

    Pricing: Starting at $1,250 depending on the size of your team, CRM complexity, and tool stack (includes one follow-up call after the delivery of the audit)

    Ready to stop guessing and start fixing? Book an audit.