Description
In two weeks we configure your CRM, define your pipeline and qualification rules, build your forecast and reporting, and train your team on the weekly rhythm, using the Sales Process Buildout Kit as the blueprint. This is a done-with-you engagement: a Sales House consultant works alongside your team day by day.
How the sprint runs: Week 1 covers kickoff and interviews with leadership and reps, an ICP and qualification workshop, pipeline design (stages, exit criteria, probabilities) and CRM configuration (fields, stages, automations, required fields). Week 2 loads two outreach and follow-up cadences, builds the forecast model (weighted, commit and historical views), puts five core reports and dashboards live, runs two 60-minute recorded training sessions and hands over with hygiene rules and an operating-rhythm calendar.
Deliverables: configured CRM (up to one pipeline), written stage definitions, qualification scorecard, two cadences, forecast model, five reports/dashboards, recorded training and a 30-day follow-up call. Scope: one sales team, one pipeline, one CRM (HubSpot, Pipedrive, Salesforce Essentials or Zoho); data migration and integrations are quoted separately. On purchase you receive the engagement guide and client workbook (pre-work checklist, discovery interview guide and configuration sign-off sheet), and we contact you within 1 business day to schedule kickoff.