Does this sound familiar?
Why it happens
Pipeline problems usually start with definitions. If a lead, a qualified opportunity and a stage don't mean the same thing to everyone, the CRM fills up with records that look like pipeline and behave like noise. Add routing rules that grew over time and tools bought one at a time, and the team spends more time managing the process than selling.
More leads or another sales tool won't fix that. Clear definitions, exit criteria and ownership will, together with a CRM that follows your sales process instead of the other way round.
What I build and fix
Lead management
- Lead management, routing and response SLAs
- MQL and SQL definitions and the marketing-to-sales handover
- Inbound and outbound motions, with tools like Apollo, Clay and Instantly
Pipeline and sales process
- Pipeline stages, exit criteria and pipeline hygiene
- Sales playbooks and onboarding material for new reps
- A clean handover from signed deal to onboarding and finance
Whether you're building your first sales process or fixing one that no longer fits, I help you turn pipeline into revenue you can plan with. And once the pipeline is clean, forecasting gets a lot easier too.
What you walk away with
A documented sales process from first lead to signed deal: agreed definitions, clear stages and exit criteria, routing that works, and playbooks your reps actually use.