Use case | 04

A CRM your team updates, and a forecast that holds up

When reps don't trust the CRM they stop updating it, and then nobody can trust the forecast. We rebuild the CRM around how your deals actually move, automate the busywork and check the inputs before anyone builds the number, so the forecast holds up when someone asks how you got it.

Book 20 minutes

Before you pay anything, we build a working concept of the first fix and walk you through it on the call.

Sound familiar?

"The forecast said we'd make the quarter. We missed, and nobody saw it coming."

Misses usually start upstream: deals in the wrong stage, close dates nobody updated, and a pipeline report that doesn't match the bank.

What we build

What you get

01CRM setup on HubSpot, Salesforce, Zoho or Odoo, designed around your real sales process.
02Stage definitions with clear entry and exit rules, so a stage means the same thing for every rep.
03Input checks before the forecast is built. Stale close dates, missing amounts and deals with no next step get flagged first.
04Dashboards that match the bank, so pipeline, invoices and cash tell one story.
05A weekly forecast cadence and a board pack that ties the number back to named deals.
06Email authentication (DMARC, SPF and DKIM), so the CRM's own emails land in the inbox.

What it changed

What it looked like for real

Go-to-market build

How a real estate developer got a full revenue engine in six weeks

For a real estate developer we built the whole revenue engine in 6 weeks: brand, website, a Zoho pipeline with lead scoring, a reply to every new lead in under 60 seconds, a 21-day email nurture and an agent referral program with commission tracking.

Buyers got a reply in seconds instead of hours, around the clock, and every lead landed in the CRM with a score. The inbound reply rate went up about 3x.

Every lead reached the CRM with a score, and the pipeline showed where each deal really stood.
The inbound reply rate went up about 3x once follow-up stopped depending on memory.

Free tool | Sales Follow-up Audit

Where do inquiries, quotes and invoices go quiet?

Run the free check

How an engagement works

From one call to a working fix

Twenty minutes, one problem
You tell us what leaks the most. We ask the questions that size it.
A working concept before you pay
Before you pay anything, we build a working concept of the first fix and walk you through it on the call.
Built into your tools
We build on the systems you already use, alongside your team, and write down every decision.
Run by us, or handed over
We keep it running, or hand it over with the training your team needs.

More use cases

Every lead answered in under a minute Marketing that turns into pipeline Quotes and invoices that chase themselves AI that knows your business and can't make things up AI your whole team uses, tied to a number

Twenty minutes, one problem

Tell us what leaks the most