B2B Sales Strategy & CRM Systems for Scalable Growth by Rebekah Gellert

B2B Sales Strategy & CRM Systems for Scalable Growth by Rebekah GellertB2B Sales Strategy & CRM Systems for Scalable Growth by Rebekah Gellert

B2B Sales Strategy & CRM Systems for Scalable Growth

Rebekah Gellert

Contact for pricing

About this service

Summary

I help early-stage B2B startups build scalable sales systems that don’t break under pressure. From lean GTM strategy to CRM setups that actually support growth, I design sales infrastructure founders can run (or delegate) with confidence.

Deliverables

B2B Lead Generation & Sales Strategy Consultant | CRM Specialist

1. CRM Optimization & Workflow Design Audit and redesign of your CRM (HubSpot, Salesforce, Zoho, etc.) to streamline lead tracking, sales stages, and automation logic. Includes updated workflows, field mapping, and tagging systems to support real-time visibility and scalable sales operations. 2. ICP-Driven Lead Generation Strategy A custom lead generation framework based on your Ideal Customer Profile (ICP), complete with segmentation guidance, messaging templates (email and LinkedIn), and recommendations for prospecting tools. 3. Multi-Touch Sales Funnel Strategy A documented end-to-end sales funnel tailored to your business, outlining key stages, engagement touchpoints, follow-up cadences, and performance KPIs to improve conversion rates and pipeline clarity. Optional Add-On: Sales Enablement Toolkit Includes email templates, objection-handling scripts, CRM notes structure, and onboarding guides—designed to provide founders or early-stage sales teams to execute with confidence and consistency.

Startup Sales Strategist | B2B Growth & CRM Solutions

1. Go-to-Market (GTM) Strategy for B2B Startups A tailored GTM plan that defines your target segments, ideal customer profiles, value propositions, and acquisition channels. Includes positioning strategy, buyer journey mapping, and a launch playbook. 2. CRM Infrastructure Setup & Sales Process Design Build or refine your CRM system (HubSpot, Salesforce, Zoho, etc.) to align with your early-stage sales process. Deliverables include pipeline stages, automations, tagging, lead scoring, and custom reporting dashboards. 3. Founder-Led Sales System (or First Sales Hire Support) A streamlined outbound and inbound sales system founders can run or easily hand off. Includes outreach sequences, email/LinkedIn messaging, meeting scripts, and a weekly cadence that fits your sales cycle and team capacity. Optional Add-On: B2B Growth Audit & Quick Wins Package A 360º audit of your current sales, marketing, and CRM activity with a prioritized roadmap of quick wins and low-lift improvements that drive immediate traction.

Early-Stage Sales Systems for B2B Startups | CRM + GTM Strategy

1. Go-to-Market Strategy for Early-Stage B2B Startups A lean, founder-friendly GTM plan that defines your ICP, value prop, buyer triggers, and first channels to test. Includes launch messaging, a lightweight funnel structure, and traction goals that match your current stage. 2. CRM Setup That Actually Supports Your Sales We'll configure (or clean up) your CRM—HubSpot, Salesforce, Zoho, or other—to reflect your real sales cycle. From deal stages to automation and lead scoring, you'll get a system that helps you sell, not slow you down. 3. Founder-Led Sales System (or First Sales Hire Ramp Plan) Build a repeatable early sales system: cold outreach flows, pitch scripts, objection handling, and pipeline routines that work whether you're doing sales yourself or onboarding a new hire. Optional Add-On: Quick Wins Growth Audit A fast-turnaround audit of your sales ops and CRM with low-lift, high-impact fixes to help you close faster, qualify better, and stay out of spreadsheet chaos.

FAQ

Q: What makes your approach different from other sales consultants?

A: I’m what we call a Contributing Consultant—the opposite of a “deck-drop-and-disappear” strategist. I plug in, build alongside you, and bring momentum to your sales process. That means real implementation, hands-on support, and testing built in—not just a slide deck full of ideas. Whether you're pre-revenue or scaling, I stay close to the work until it’s working.

Q: Will this help if we don't have a sales team yet?

A: Absolutely. This service is ideal for founder-led sales or teams about to make their first hire. I’ll help you build something repeatable and scalable.

Q: What if we already have a CRM setup but it's messy?

A: No problem. I do cleanups, optimizations, and rebuilds that align your CRM to your actual funnel and team workflows—no more zombie pipelines or lost leads.

FAQs

Q: What makes your approach different from other sales consultants?
A: I’m what we call a Contributing Consultant—the opposite of a “deck-drop-and-disappear” strategist. I plug in, build alongside you, and bring momentum to your sales process. That means real implementation, hands-on support, and testing built in—not just a slide deck full of ideas. Whether you're pre-revenue or scaling, I stay close to the work until it’s working.
Q: Will this help if we don't have a sales team yet?
A: Absolutely. This service is ideal for founder-led sales or teams about to make their first hire. I’ll help you build something repeatable and scalable.
Q: What if we already have a CRM setup but it's messy?
A: No problem. I do cleanups, optimizations, and rebuilds that align your CRM to your actual funnel and team workflows—no more zombie pipelines or lost leads.

What's included

B2B Lead Generation & Sales Strategy Consultant | CRM Specialist
1. CRM Optimization & Workflow Design Audit and redesign of your CRM (HubSpot, Salesforce, Zoho, etc.) to streamline lead tracking, sales stages, and automation logic. Includes updated workflows, field mapping, and tagging systems to support real-time visibility and scalable sales operations. 2. ICP-Driven Lead Generation Strategy A custom lead generation framework based on your Ideal Customer Profile (ICP), complete with segmentation guidance, messaging templates (email and LinkedIn), and recommendations for prospecting tools. 3. Multi-Touch Sales Funnel Strategy A documented end-to-end sales funnel tailored to your business, outlining key stages, engagement touchpoints, follow-up cadences, and performance KPIs to improve conversion rates and pipeline clarity. Optional Add-On: Sales Enablement Toolkit Includes email templates, objection-handling scripts, CRM notes structure, and onboarding guides—designed to provide founders or early-stage sales teams to execute with confidence and consistency.
Startup Sales Strategist | B2B Growth & CRM Solutions
1. Go-to-Market (GTM) Strategy for B2B Startups A tailored GTM plan that defines your target segments, ideal customer profiles, value propositions, and acquisition channels. Includes positioning strategy, buyer journey mapping, and a launch playbook. 2. CRM Infrastructure Setup & Sales Process Design Build or refine your CRM system (HubSpot, Salesforce, Zoho, etc.) to align with your early-stage sales process. Deliverables include pipeline stages, automations, tagging, lead scoring, and custom reporting dashboards. 3. Founder-Led Sales System (or First Sales Hire Support) A streamlined outbound and inbound sales system founders can run or easily hand off. Includes outreach sequences, email/LinkedIn messaging, meeting scripts, and a weekly cadence that fits your sales cycle and team capacity. Optional Add-On: B2B Growth Audit & Quick Wins Package A 360º audit of your current sales, marketing, and CRM activity with a prioritized roadmap of quick wins and low-lift improvements that drive immediate traction.
Early-Stage Sales Systems for B2B Startups | CRM + GTM Strategy
1. Go-to-Market Strategy for Early-Stage B2B Startups A lean, founder-friendly GTM plan that defines your ICP, value prop, buyer triggers, and first channels to test. Includes launch messaging, a lightweight funnel structure, and traction goals that match your current stage. 2. CRM Setup That Actually Supports Your Sales We'll configure (or clean up) your CRM—HubSpot, Salesforce, Zoho, or other—to reflect your real sales cycle. From deal stages to automation and lead scoring, you'll get a system that helps you sell, not slow you down. 3. Founder-Led Sales System (or First Sales Hire Ramp Plan) Build a repeatable early sales system: cold outreach flows, pitch scripts, objection handling, and pipeline routines that work whether you're doing sales yourself or onboarding a new hire. Optional Add-On: Quick Wins Growth Audit A fast-turnaround audit of your sales ops and CRM with low-lift, high-impact fixes to help you close faster, qualify better, and stay out of spreadsheet chaos.

Skills and tools

Growth Marketer

Lead Generator

Sales Manager

Apollo

CRM

Go High Level

HubSpot

Industries

Education

Computer Software

Other