CRM and RevOps consultingwith a clock on every stage.
We set up and repair the CRM so it matches how you sell: stages defined by what has to be true, leads routed to an owner the moment they arrive, a source on every record, and a weekly report your team believes. We work in the CRM you already have.
Scope sheetFrontline
- Live in
- 7 to 10 days
- Works in
- The CRM you already pay for
- Every lead gets
- An owner, a source and a deadline
- You keep
- The configuration, written down
- Starts with
- Free AI Opportunity Assessment
Where it breaks
The pipeline reporteveryone quietly ignores.
Most CRMs drift the same way. Stages get added whenever someone wants a new column, deals sit in them for months, and the lead source field is blank on most records. The report still gets pulled every Monday, and nobody in the meeting believes it.
The cause is rarely the software. It is stages with no exit criteria, leads with no owner and no clock on anything. A deal can sit in Proposal forever, because nothing says what has to happen next or by when.
We fix the definitions first, then the routing, then the data, and only then the reports. A dashboard built on undefined stages just draws the confusion in color.
What gets built
Line by line,in accounts you own.
Each item is a line on the written scope. Take the ones the operation needs and leave the rest.
Stage definitions
Each stage defined by what has to be true to enter it and to leave it, with a time limit. Deals that stall get flagged instead of forgotten.
Routing and ownership
New leads assigned to an owner the moment they arrive, by territory, product or rotation, with reminders before a deadline is missed.
Source and attribution
Every record carries where it came from, whether ad, form, referral or outbound, so spend can be judged by the pipeline it produced.
Data cleanup
Duplicates merged, dead records archived and required fields enforced at entry, so the mess does not come back.
Reactivation of dormant records
Closed-lost and stale leads grouped by why they went quiet, and worked with a sequence written for that reason.
Weekly pipeline read
One report in the same shape every week: new, moved, stalled, won and lost, by owner and by source.
How it runs
From the first callto a running system.
Days 1 to 3
Audit the CRM
Stages, fields, owners, automations and data quality reviewed, with a written list of what to keep, fix and remove.
Days 3 to 7
Rebuild the pipeline
Stages, exit criteria, routing rules and required fields configured and tested against real records.
Days 7 to 10
Clean the data and train
Duplicates merged, sources backfilled where the history allows, and the team walked through the new rules.
Weekly
Read and adjust
The pipeline report reviewed with you, stalls chased, and one rule changed at a time.
Fit
Who this suits,and who it does not.
A good fit
- Your CRM has more stages than anyone can define
- Lead source is missing on most records
- Leads wait hours or days before anyone touches them
- You want to keep your current CRM rather than migrate
Probably not a fit
- You want a move to a new CRM as the first step
- Nobody on the sales side will use the CRM, whatever it looks like
- You need an in-house administrator five days a week
Frequently asked
Questions buyers askbefore the first call.
What does a CRM consultant do?
Makes the CRM match how the business sells. That means defining pipeline stages, setting up routing and ownership, cleaning the data, connecting the lead sources and building reports the team uses. A good one also removes things: fields, stages and automations nobody needs.
What is RevOps, and do we need a RevOps consultant?
Revenue operations is the plumbing between marketing, sales and customer service: shared definitions, clean handoffs and one set of numbers. If marketing and sales argue about which leads are good, or nobody can say which channel produced last quarter's revenue, the gap is RevOps.
Which CRMs do you work with?
The major ones, including Salesforce and GoHighLevel, and we would rather fix the one you have than move you. A migration is worth it only when the current system cannot do what the process needs.
How long does a CRM cleanup take?
The pipeline rebuild usually fits in seven to ten days. Data cleanup depends on how many records there are and how much history can be recovered, so we scope it after the audit.
Keep going
Related servicesand further reading.
The offer
Free AIOpportunity Assessment.
We walk your operation, find the work still being done by hand, and tell you which of it is worth automating first. You keep the list whether or not you build with us.
- Takes
- 30 minutes
- Costs
- No cost, no obligation
- You get
- A written opportunity list
- Back in
- Three business days
01
Where the hours actually go
A short walk through the steps somebody repeats every week, and what each one costs you in time.
02
What AI can hold, and what it cannot
An honest split. Some of this work should be automated, some should be fixed by changing the process, and some should be left alone.
03
A build order with rough numbers
The opportunities ranked by return, with an estimate of hours saved and what each build takes to stand up.