Founder Doing Sales From A Spreadsheet
First real CRM setup — HubSpot, Pipedrive, or Close — with scoring, pipeline, and automations from day one.
Behavioral and demographic scoring, instant deal routing, pipeline stage automation, and CRM hygiene — so sales only touches the leads ready to buy.
Live in 1–2 weeks by a single specialist. Clean data, plain-English playbook, zero vendor lock-in.
A properly automated CRM protects sales rep time and marketing spend at the same time. Here's what a real build fixes.
Six deliverables that turn your CRM from a contact database into a real revenue operations engine.
Behavioral + demographic scoring model built from your actual conversion data — not a generic template.
Instant routing by territory, deal size, product, or score — with round-robin, load-balancing, and SLA tracking.
Stage transitions, deal alerts, next-step tasks, and rot-detection all firing automatically as leads progress.
Automated dedup, standardization, and enrichment rules — plus scheduled hygiene sweeps to keep the database clean.
Every MQL-to-SQL handoff automated with clean data, context, and notification to the right rep in seconds.
Pipeline, forecast, source, and rep-performance dashboards built inside your CRM — the numbers you can actually run the business on.
Whether you're a founder wearing the sales hat or a scaling team drowning in a broken HubSpot — there's a scope that fits.
First real CRM setup — HubSpot, Pipedrive, or Close — with scoring, pipeline, and automations from day one.
The classic 'we bought HubSpot Pro but only use it as a contact list' — full activation of what you already pay for.
Clean data migration into HubSpot, Salesforce, or Pipedrive — no duplicates, no lost history, no double-sends.
Scoring model built on real conversion data plus routing rules that only hand over sales-ready leads.
Full marketing-to-sales handoff automation — every MQL scored, routed, and worked within SLA.
Stage rot detection, next-step task automation, and deal alerts that surface stalls before they cost you revenue.
Territory rules, product-based routing, and multi-currency pipelines set up right the first time.
Two CRMs merged into one, with deduping, unified scoring, and pipeline realignment — all documented for the new team.
Every build uses the CRM that actually fits your team size, deal complexity, and reporting needs — recommended tool-agnostically.
The scaleup standard — full setup of Sales Hub, Marketing Hub, workflows, custom objects, and reporting.
For enterprise and complex pipelines — Flow Builder, Apex triggers where needed, and clean Salesforce architecture that scales.
For lean sales teams — pipeline-first setup with automations, insights, and Smart Contact Data wired end to end.
For inside-sales teams and Google Workspace shops — automation-first CRMs configured with scoring and routing.
Bidirectional syncs between CRM, marketing tools, billing, and support — no duplicate contacts, no data drift.
When native integrations aren't enough — custom API work into your data warehouse, product DB, or billing system.
Aggregate results from recent CRM builds.
The stack I ship on — configured properly, wired into your analytics, not just installed and left.
Real feedback from real CRM builds.
"Flows launched in a week and started printing revenue by day 10. What used to be blasts is now a system."
"Fixed price, plain-English readouts, and I own every account, workflow, and dashboard. Best automation experience I've had."
"Every automation shipped with a documented reason and a KPI. No black-box vendor lock-in."
"One specialist, not a five-person 'squad' — and the work shipped twice as fast."
"I stopped paying for tools nobody used. Now they run every week and we can show the impact."
Eight ownership-first deliverables. Every scoring rule and workflow documented in plain English.
A written scope agreed up front — no hourly billing, no surprise change orders halfway through.
ESP, CRM, CDP, and reporting accounts stay in your name, with a clean export of every workflow, segment, and template used.
Scoring model, routing rules, pipeline stages, and hygiene workflows shipped live in your CRM — every rule documented in plain English.
Written playbook of how a lead is scored, why, and where it goes — so your team can tune it without calling me.
A recorded walkthrough of every deliverable plus written docs so anyone on your team can pick it up later.
Thirty days of tweaks, bug fixes, and questions included — no ticket queue, direct message to me.
Everything ships on tools you own or can move away from — no proprietary black boxes, no forced retainers.
A one-page summary you can hand to a CEO, board, or investor — plain-English impact, no dashboards required.
A 30-minute call to understand your funnel, tools, and where automation actually moves revenue — before quoting anything.
I map your data, stack, and workflows, then send back a fixed-price scope with a clear timeline and deliverables list.
Weekly Loom updates, shared docs, and a live staging environment — no black-box progress, ever.
Full walkthrough, exported accounts, and 30 days of post-delivery support included in every engagement.
Not a generalist. My entire practice is CRM automation, scoring, and revenue operations.
Every scoring rule tuned to your actual close data — not a generic template pulled from a HubSpot blog.
Not two months. Full scoring, routing, and pipeline automation shipped and firing on real leads.
Dedup, standardization, and enrichment built in — because automation on dirty data makes the mess worse, not better.
You message me directly. Every rule and workflow built by the person you hired.
Every package is fixed-price and fixed-scope. No hourly billing, no mid-project surprises.
Three levels that scale from a CRM cleanup to a full RevOps partnership.
Not sure which fits? Book a 20-minute call. I'll recommend the smallest scope that actually moves your number.
Everything in this build connects to the wider website, conversion, and AI stack I ship for clients.
The parent service — full-stack marketing automation across every channel.
Layer AI agents on top of your CRM to qualify, enrich, and reply 24/7.
Get the strategy right before wiring the CRM — journey and scoring designed together.
Feed nurtured leads back into email/SMS flows the moment scores drop.
One short email each week — proven tactics, AI workflows, and case-study breakdowns you can apply the same day.