In your sprint
CRM setup & automation
A CRM only helps if it matches how you actually sell. We configure a clean, automated CRM, stages, properties, routing and dashboards, and hand it over fully documented.
CRM setup is the work of turning a blank HubSpot or Salesforce instance into a system your team trusts: the right pipeline stages, required fields, automations, lead routing and reporting. Done well, it removes manual admin and gives founders a real view of pipeline and conversion.
What you get
- Pipeline stages and deal properties mapped to your real sales motion
- Contact and company enrichment wired in automatically
- Lead capture, assignment and routing rules
- Dashboards for pipeline, activity and conversion
- A documented playbook and a walkthrough so your team can run it
How we do it
- 1Audit. We map how you sell today and where data lives.
- 2Configure. Stages, properties, automations and routing are built.
- 3Connect. Enrichment, forms and your sending tools are integrated.
- 4Hand off. You get dashboards, docs and a recorded walkthrough.
What it gets you
- Reps spend time selling, not updating fields
- Founders get a trustworthy pipeline and conversion view
- A clean data foundation that scales with your first hires
Frequently asked questions
- Which CRM do you set up?
- We most often work in HubSpot or Salesforce. If you don't have a CRM yet, we'll recommend one based on your motion and budget and set it up from scratch.
- Do you migrate our existing data?
- Yes. We clean, dedupe and import existing contacts and companies as part of setup so you start from a tidy foundation.
- What do we own at the end?
- Everything. The CRM, the configuration, the automations and a documented playbook are all yours to run in-house or have us operate.
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