Growth & Commercial
Pipeline Sprint
CRM configured, sales playbook and automated follow-ups, delivered in 6 to 8 weeks — team training included.
Is this offer right for you?
For you if…
- Your opportunities live in emails and spreadsheets, and follow-ups fall through the cracks.
- You already have a CRM, but the team does not use it and the data is unreliable.
- Each rep improvises their own approach — you want a shared, documented, measurable process.
- You want sales forecasts you can defend to your board or your bank.
Not for you if…
- You want someone to prospect on your behalf — the sprint installs the system, your team sells.
- No one internally will own the CRM after handover.
- Your budget is below the posted floor.
What the mandate covers
Included in the mandate
- 1Implementation or rebuild of your CRM (HubSpot, Pipedrive or equivalent)
- 2Definition of sales stages and exit criteria
- 3Sales playbook: scripts, sequences, objection handling, follow-ups
- 4Automated follow-ups and lead routing
- 5Sales team training in 2 workshops
- 6Pipeline and forecast dashboards
Not included
- Prospecting on your behalf
- List or media buying
- Long-term CRM support (full handover at sprint end)
Concrete deliverables
- CRM configured and data migrated
- 20 to 30-page sales playbook adapted to your sales cycle
- 8 to 15 live automations: follow-ups, notifications, routing
- 2 recorded training workshops
- Forecast dashboard + automatic weekly report
How the mandate unfolds
- 1
Weeks 1-2 — Audit and architecture
Sales cycle, existing data, target CRM architecture.
- 2
Weeks 3-4 — Setup and automations
Configuration, data migration, automated follow-ups.
- 3
Weeks 5-6 — Playbook and training
Playbook written and approved, 2 workshops with your team.
- 4
Weeks 7-8 — Ramp-up and handover
Supported usage, adjustments, full handover.
Delivery guarantee
Scope, deliverables and schedule are fixed in the contract before kickoff. If a deliverable slips because of us, we complete it at no extra charge — no open-ended billing.
Risks and mitigations
No mandate is risk-free. Here are the most common ones for this type of mandate, and how the process addresses them.
The sales team does not adopt the CRM and slides back to old habits.
The team is involved from the audit, sales stages are defined with them, training uses their own deals, and the two ramp-up weeks run in real conditions before handover.
The configured process does not match your actual sales cycle.
Stages and exit criteria are built from your recent data and validated with your reps before configuration — not a generic template forced onto your reality.
Who does the work
The mandate is led by the founder, with an experienced CRM specialist for configuration and automations. The people involved are introduced at framing.
Ready to start?
30 minutes to confirm whether this offer fits your situation. No commitment.
Book my call (new tab)Frequently asked questions
We already have a poorly used CRM — do we start over?+
No. In most mandates we start from your existing CRM: we clean the data, reconfigure the stages and train your team.
What impact can we expect?+
A quantified conversion target is set at framing, and the sprint is measured against it — the main lever is follow-up speed. Results vary with your starting point.
How much sales team time is needed?+
4 to 6 hours per week during workshop weeks, under 2 hours the rest of the sprint.