Sales Process & RevOps Build
The repeatable motion that turns a GTM strategy into a forecast you can defend: methodology, pipeline stages, qualification, and the CRM configured to enforce all of it.
A CRM configured around an undefined process just gives the mess a permanent home with better reporting. We build the sales process on paper first — stages, exit criteria, qualification — then configure the platform to enforce it, not the other way around.
This is the stage most businesses skip to first, because a new tool feels like progress. It rarely survives contact with a market and strategy that were never locked upstream. We only build here once the GTM strategy above it is settled.
What’s Actually In Scope
- Sales methodology and pipeline stages, with specific, checkable exit criteria for each one — not vibes-based progression.
- A qualification framework your team will actually use, matched to your deal complexity, not copied from a template.
- Forecasting cadence and methodology that turns activity into a number leadership can defend to a board.
- CRM and RevOps stack configuration — fields, automations, reporting — built to reflect the process, not invent a new one.
If your real forecast lives in a leader’s head or a side spreadsheet, your CRM isn’t a system of record. It’s a system of theatre.
Built with your team, not handed to it.
A process nobody in the room helped design gets quietly ignored within a quarter. We build it alongside the people who’ll run it every day.
Map
We map how deals actually move today, including every workaround, side spreadsheet and informal exception nobody’s officially documented.
Design
Stages, exit criteria and qualification get redesigned around the GTM strategy and the deal complexity you actually run, with the team’s input.
Configure & Coach
The CRM gets configured to match, and we coach the team through the first few cycles so the new process survives past week one.