Growing B2B companies frequently struggle to scale because of messy CRM data, unclear deal-stage progression, and operational friction between initial qualification and closed-won revenue. I conduct an end-to-end operational audit of your sales engine to plug margin leaks, streamline deal handoffs, and give leadership dependable pipeline forecasting.

Investment & Turnaround: • Flat Price: $1,250 USD (All deliverables included) • Estimated Delivery: 5–7 business days • Format: Comprehensive Audit Report + Action Playbook + 60-Minute Executive Handoff Call

What You Get (Included Deliverables):

Full CRM Pipeline & Tracking Hygiene Audit: Comprehensive analysis of deal stages, velocity, and tracking completeness across HubSpot or Salesforce.

Sales Stage Governance & SLA Matrix: Clear qualification definitions (SQL criteria) and handoff rules so reps focus strictly on high-probability deals.

90-Day Operational Revenue Playbook: A prioritized, step-by-step roadmap to eliminate process bottlenecks and accelerate close cycles.

60-Minute Executive Handoff Call: A live walkthrough of findings, workflow diagrams, and recommended next steps for leadership.

Why I Am the Right Fit: As Head of Sales Support & Operations directing fulfillment teams and high-volume commercial pipelines, I specialize in resolving workflow friction and accelerating time-to-revenue. In past enterprise initiatives, I re-engineered transaction workflows to drive a 25% increase in activation throughput and cleared multi-week backlogs within 60 days. I bring certified expertise in HubSpot Sales Management and enterprise Salesforce administration to build systems your team can sustain long after our engagement ends.

What I Need to Get Started: • Read-only access or a screen-share walkthrough of your current CRM pipeline. • Brief summary of your deal size, sales cycle length, and team roster.