STAGE 01 | AUTOMATE
CRM Setup & Configuration

Your customer relationships, finally organised.

Most businesses are managing customers in their heads, in spreadsheets, or in a CRM nobody actually uses. A properly configured CRM doesn't just store contacts — it becomes the operating system for your sales and client relationships. We set it up the way your business actually works.

WHO THIS IS FOR

For businesses that are ready to move.

1

Businesses tracking leads and clients in spreadsheets or email

2

Teams with a CRM that's messy, unused, or set up incorrectly

3

Companies about to scale their sales or client management process

4

Founders who want visibility into their pipeline without chasing their team

WHAT'S INCLUDED

Everything you get in a single engagement.

01

CRM Selection & Setup

  • CRM platform recommendation based on your team size and workflow
  • Account setup, user permissions, and team onboarding
  • Domain and email integration configuration
  • Mobile app setup for field or remote teams

02

Pipeline Configuration

  • Custom pipeline stages mapped to your actual sales process
  • Deal probability and forecasting setup
  • Multiple pipelines if needed (e.g. sales vs. onboarding vs. renewal)
  • Required fields and data validation rules

03

Contact & Company Structure

  • Contact and company property customisation
  • Lead source tracking and attribution fields
  • Contact segmentation and list setup
  • Historical data migration from spreadsheets or previous CRM

04

Automation Foundations

  • Task and reminder automation for follow-ups
  • Deal stage change triggers (notify team, update record)
  • Basic email sequence setup for new leads
  • Closed-won and closed-lost workflows

05

Reporting & Dashboards

  • Sales pipeline dashboard for management
  • Deal velocity and conversion rate tracking
  • Activity dashboard (calls, emails, tasks)
  • Weekly/monthly summary report automation

06

Team Adoption & Training

  • Live training session for all CRM users (recorded for future onboarding)
  • Role-specific user guides — what each team member needs to know
  • Admin documentation — how to add users, change pipelines, update properties
  • 30-day post-handover support window for questions and adjustments
HOW IT WORKS

From kickoff to to fully live.

  • 01Process mapping

    We document your current sales or client workflow before touching any system.

  • 02CRM recommendation

    We recommend the right platform for your team size, workflow, and budget.

  • 03Build & configure

    We set up the CRM to match your actual process — not the default template.

  • 04Data migration

    We migrate your existing contacts, deals, and history from wherever they currently live.

  • 05Automation setup

    We build the foundational automations — follow-up reminders, notifications, basic sequences.

  • 06Team training

    We train your team on daily usage and handover full documentation.
TOOLS & PLATFORMS

The stack we build on.

Pipedrive Google Sheets (migration source) HubSpot / CRM of choice

Notion (for lightweight setups) Zapier (integration layer)

One pipeline

Every lead, deal, and client relationship visible in a single system

 

Zero manual chasing

Automations handle follow-up reminders and deal stage notifications

 

5,000 records migrated

Your existing data cleaned, structured, and imported — nothing left behind

30-day support

Post-handover window to fix anything, answer questions, and refine

 

Not sure where to start?

Most businesses begin at Stage 01.
Let's find your entry point.

Start a Conversation, Let's Talk
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