This fixed-scope sprint is for B2B teams with real sales activity but messy follow-up, unclear pipeline stages, weak CRM visibility, or inconsistent handoffs between marketing, sales, and delivery.
In 7-14 days, I build and hand off a practical sales operations system your team owns.
Included: kickoff, current-state audit, pipeline or workflow map, CRM/tracker structure, qualification checklist, follow-up templates, simple dashboard/status view, SOP, Loom walkthrough, final handoff, and one revision pass.
Tools: your existing tools or free/client-owned tools such as HubSpot Free, Google Sheets, Google Docs, Google Drive, Notion, Trello, ClickUp, Asana, and Loom.
Not included: guaranteed revenue, guaranteed leads, paid ads, mass email sending, legal/tax/compliance advice, custom software development, or unlimited revisions.
This fixed-scope sprint is for B2B teams with real sales activity but messy follow-up, unclear pipeline stages, weak CRM visibility, or inconsistent handoffs between marketing, sales, and delivery.
In 7-14 days, I build and hand off a practical sales operations system your team owns.
Included: kickoff, current-state audit, pipeline or workflow map, CRM/tracker structure, qualification checklist, follow-up templates, simple dashboard/status view, SOP, Loom walkthrough, final handoff, and one revision pass.
Tools: your existing tools or free/client-owned tools such as HubSpot Free, Google Sheets, Google Docs, Google Drive, Notion, Trello, ClickUp, Asana, and Loom.
Not included: guaranteed revenue, guaranteed leads, paid ads, mass email sending, legal/tax/compliance advice, custom software development, or unlimited revisions.