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What We Build

Sales System Audit

A 90-minute working session where we map your current sales process, identify the biggest leaks in your pipeline, and give you a written action plan with clear next steps. No fluff, just a documented picture of what's working, what's broken, and what to do about it. Audit fee is credited toward your project if you proceed.

 

What's included:

  • 90-minute Zoom session

  • Review of current CRM, lead flow, and follow-up process

  • Written action plan delivered within 48 hours

  • Priority recommendations ranked by revenue impact

Sales System Build

Full implementation of your sales system, delivered in 30 days. We set up your CRM, design your pipeline stages, automate your follow-up sequences, and train your team to use it. You end the engagement with a system that runs without you managing it manually.

 

What's included:

  • CRM setup or optimisation (HubSpot or Pipedrive)

  • Pipeline stage design and deal flow mapping

  • Automated email/task follow-up sequences

  • Lead capture to CRM integration

  • One team training session (60 minutes)

  • 30-day delivery timeline

Pricing is confirmed after your audit.

Ongoing Optimisation

Your sales system needs to evolve as your business grows. We provide monthly optimisation, reporting, and support to make sure it keeps working and improves over time.

 

What's included:

  • Monthly optimisation session (60 minutes)

  • Workflow and automation updates

  • Pipeline and conversion reporting

  • Async support via email (2 business day response)

  • Minimum 3-month commitment

Book your Sales System Audit

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