WEEK 1
Process design workshop and stage definition
DELIVERABLE
CRM Build
Your CRM reflects the tool it came with, not the way you sell. That makes every pipeline number a guess. This turns it into a system you can read.
SCOPE
What is included
Pipeline stages that match reality
Named for what the buyer has done, not what you are hoping they will do.
Entry and exit criteria for every stage
A deal cannot move until something real has happened. This is what makes a forecast mean anything.
The custom properties that matter
Deal source, competitor, loss reason, next step and date. Enough to see patterns, few enough that they get filled in.
Automations that remove the admin
Tasks created, activity logged, reminders fired, without you thinking about it.
Reporting you will actually open
Conversion by stage, pipeline coverage, and where deals go quiet.
Migration and clean-up
Your existing deals moved across and tidied, so you start from a true picture rather than a messy one.
TIMELINE
How it runs
WEEK 2
Build, properties and automations
WEEK 3
Migration, reporting and training
A pipeline is only as good as the process behind it
The CRM Build works best alongside the Sales Playbook, which defines what each stage actually requires before a deal can move.