Stop losing deals to slow follow-up.
We clean up your sales process so leads get quick replies, deals move forward, and your team knows the next step.
What it is
- Clear sales stages and handoff rules.
- Fast follow-up and response timers.
- Clean data so reports make sense.
- Simple dashboards for owners.
Why you need it
- Deals stall and no one knows why.
- Follow-ups happen too late.
- Your CRM is messy or ignored.
- Sales reports don’t match reality.
Common things we build
CRM Setup & Pipeline
Stages, fields, and views set up perfectly.
Automated Follow-Up
Email & SMS nudges so leads don't slip.
Sales Dashboard
See calls, meetings, and revenue in one place.
Meeting Scheduler
Leads book directly into your calendar.
Quote Automation
Generate contracts with one click.
Task Automation
Auto-create tasks when deals move stages.
What you get
Clean follow-up rules
Everyone knows who owns the next step and exactly when to reach out.
Deal review checklist
A simple weekly review process that keeps deals moving forward.
Sales dashboard
See open deals, stuck opportunities, and follow-up speed at a glance.
Automated Reminders
Never let a lead slip through the cracks with automatic nudges.
How you make more money
- Faster replies win more customers.
- Fewer missed follow-ups means more deals closed.
- Clear steps reduce stalled opportunities.
Example workflow
Weekly review with a clear checklist and automated reminders.
Owners get a one-page summary before every review call.
Frequently asked questions
Can you work with our current CRM?
Yes. We start with what you have and only replace when it makes sense.
Will my team actually use it?
Yes. We remove busywork first and train your team on the new process.
What reporting do we get?
Simple weekly reports that show leads, follow-up, and deal movement.
Can you help with training too?
Yes. Training is part of every setup.
How fast can we see improvements?
Most teams see quick wins in 2–4 weeks.
Ready to fix your sales process?
Start with a free checkup and we’ll show you what to fix first.