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Sales pipeline out of chats: CRM operating system
Critical pipeline lived in chats and memory. I moved it into owned CRM workflow.
PROBLEM
Sales and pipeline information lived in chats, inboxes, and people’s heads. Handoffs broke. Forecasts were guesses. Nobody owned the next step cleanly.
WHAT I DID
Designed a lean sales/CRM operating path: stages, owners, and the minimum fields so pipeline moved in the system, not in memory.
RESULT
Pipeline visibility outside chats. Clearer ownership of next actions. Less “what happened to that deal?” thrash.
FOR
Founder-led sales / small commercial teams needing CRM discipline
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