Relationships and deals
I’ll preserve the existing contact relationship while configuring the agreed handling of new enquiries and opportunities, including useful deal-specific context.
CRM SETUP
Set up a CRM that makes each lead and next step visible.
I configure your CRM around your sales process, with organised contacts, useful pipelines, clear ownership and a practical view of each enquiry.
THE PROBLEM TO SOLVE
A growing contact list can hide a stalled sales process.
A CRM becomes hard to use when stages, fields and ownership mean different things to different people. I’ll organise the account around your sales process and connect incoming leads to a clear owner and next action.
- Different team members interpret stages differently.
- New enquiries overwrite useful customer history.
- The next task depends on someone remembering to follow up.
WHAT I BUILD
Your contact structure, pipeline and ownership.
I’ll configure the fields, pipelines, ownership and incoming lead routes your sales process needs. Imports and integrations are included where agreed after reviewing the data.
- Sales-process and record-structure review
- Contact and deal-field definitions
- Pipeline stages with entry and exit criteria
- Ownership, assignment and team notifications
- Intake, import or integration mapping as agreed
- Test records and team handover
HOW I SET IT UP
How I’ll configure your CRM.
1
Understand the sales journey
I’ll review your current records and the way your team sells.
2
Define the records
I’ll configure the agreed fields, tags, pipelines and access.
3
Configure the working view
I’ll connect the approved import or incoming lead sources.
4
Review with the team
I’ll test typical enquiries and walk your team through daily use.
Businesses I have worked for
CONNECTED TO YOUR BUSINESS
New enquiries, returning contacts and deal history.
I’ll configure the agreed relationship and deal structure with useful intake rules. You get representative tests and a team walkthrough that show how new activity fits the CRM without losing relevant history.
Consistent intake
I’ll map supported forms, imports or integrations to the right records and fields, with clear matching and duplicate behaviour reviewed before use.
Team-tested stages
I’ll walk representative opportunities through the pipeline so the team can understand stage meanings, ownership and the action expected at each point.
CLIENT EXPERIENCES
What clients say.
Questions, answered
Yes. I’ll review your current CRM and configure the agreed changes around your sales process.
I can include an import after checking the file, field mapping and duplicate rules. Any additional data cleanup will be identified in your scope.
I can include specific follow-up workflows alongside the CRM structure. I’ll list the automations and their rules in the agreed deliverables.
Build a CRM around your next sales decision.
I’ll organise your contacts, pipeline and ownership around the way your team sells.
Free strategy callA clear project scopeYour accounts and assets