Sales system
The question
Why does the sales process live in my head?
Because nobody has written it down or built it into a system. We map how you actually win deals and build that into a CRM your team can run.
What we build
CRM setupOne CRM your business owns, configured to how you sell
Pipeline stagesClear stages with entry rules everyone follows
Follow-up automationTasks and reminders so no lead goes cold
ReportingPipeline, win rate and sales cycle in one view
AI in the loop
How a deal moves
At every stage an AI agent does the prep work: research, drafts and forecasts. A person on your team reviews it and makes the call. Every step is logged in the CRM.
How it connects
Connected to everything else
Marketing feeds the same record. Finance systems line up pipeline, billing and revenue in one view.
How it’s measured
Win rate
Sales cycle
Pipeline value
Share of deals the owner closes personally
How to engage
Start with this service on its own for six months, or include it in the monthly growth retainer.
See the auditQuestions
Will you make us switch CRMs?
Only if it pays off. We start with the CRM you have and extend it first.
Will my team actually use it?
We build it around how they already work and train them on it.
Not sure this is your first fix?
The audit shows which of the five services will pay back fastest for your business.
Book a growth audit