Clean up your pipeline stages, standardize fields, and automate task + email reminders so nothing slips. Built for small, sales-led teams using HubSpot
If any of this sounds like you, you’re not alone:
Deals stall because follow-ups live in someone’s head (or a sticky note).
Pipeline stages aren’t consistent, so forecasting feels like guessing.
Fields are messy (duplicates, blanks, “Other”), and reporting breaks.
Lead handoffs are unclear, so new leads sit untouched.
Reps work differently, so managers can’t see what’s real.
The 7-Day CRM Cleanup & Follow-Up Automation Sprint
Not a “rebuild.” Not a 3-month project. We keep what’s working, fix what’s not, and install simple automation that supports your current sales motion.
A pipeline with clean stages + definitions
Standard fields/properties that your team actually uses
Lead routing + task creation rules (so nothing sits)
And more
Single pipeline + Basic followup
1 pipeline cleanup + stage definitions
Up to 10 standardized fields/properties
Basic lead routing rules (single path)
Call for more details
Teams with multiple owners
Everything in Foundation
Up to 25 standardized fields/properties
Lead routing + task creation rules (multi-criteria)
Call for more details
Multi-stage sales motion
Everything in Growth
Up to 50 standardized fields/properties
More advanced routing + SLAs (where supported)
Follow-up reminders: 6–10 automation rules
Call for more details
1) What CRMs do you support?
HubSpot and Salesforce. If you’re on something else, I can tell you quickly whether it’s close enough to adapt.2) Will this disrupt my team’s current process?
The goal is the opposite: reduce friction. We keep your sales motion and make it consistent—clean stages, clear fields, and reminders that support follow-through.3) Do you need admin access?
Yes—either full admin or equivalent permissions to update pipelines, properties/fields, workflows, and dashboards.4) Can you migrate us to HubSpot/Salesforce?
Not in this sprint. This offer is for teams already on HubSpot or Salesforce who need cleanup + automation, not a full migration project.5) What if our pipeline stages are different across reps?
That’s common. We’ll align on one set of stage definitions (or a small number of pipelines if needed) so your team stops “making up stages.”6) Will you build sequences and templates too?
Optional and tier-based. If you already have messaging, we can format it into templates/sequences. If you don’t, we can create a simple starter set within scope.7) How do you measure success?
We define it up front (examples: fewer deals with no next step, faster lead response time, cleaner reporting, fewer stalled deals). Then we build the system to make that visible.8) What happens after the 7 days?
You’ll get documentation + a Loom handoff. If you want ongoing help, we can discuss a light monthly maintenance option—but it’s not required.
I’m Orlando, an Account Executive at a Fortune 500 company. I’ve lived inside CRMs for years—prospecting, managing pipeline, and trying to get clean reporting without turning selling into admin work. This sprint is built for small, sales-led teams that need their CRM to be simple, consistent, and reliable. In 7 days, I help you clean up pipeline stages, standardize fields, set lead routing and task rules, and install follow-up reminders that prevent deals from slipping. You’ll leave with a working system, dashboards you trust, and a quick Loom handoff to keep it running.