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Implementation services

CRM implementation, minus the chaos

We map your motion, design the data, and ship weekly—so adoption feels calm and results stick. Independent, outcome-led, and built around how your team actually sells.

  • Platform-agnostic advice
  • Weekly ship cadence
  • No lock-ins

What we implement — so your team sells more, with less friction

We shape the CRM around your motion—clean data, predictable reporting, and smoother hand-offs from day one.

Simplify how your sales team works

Clear stages and next actions; queues and templates that keep data tidy—less admin, more selling.

Integrate the tools you already use

Forms, email, calling, proposals, billing and analytics—native connections plus Make where needed.

Automate admin, reporting and hand-offs

Follow-ups and ownership rules built in; logs and checks reduce errors and keep momentum.

Free your team to focus on growth

Cleaner data leads to better coaching and forecasting—so revenue plans are grounded, not guessed.

Not sure where to start? Let’s review your sales process →

A simple, transparent process — from clarity to adoption

We map your motion, design clean data, and ship weekly. Short feedback loops, no big-bang surprises.

Discover

Agree goals, map motion, define KPIs. Leave with a blueprint you own.

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What’s included

Goals & constraints, stakeholder & motion mapping (stages, SLAs, ownership), current tools review, success metrics.

Why it matters

Clarity first. You leave with a vendor-agnostic plan the team believes in — even if you build in-house.

Outcomes

  • Shared goals & KPIs
  • Current state mapped (people • process • tools)
  • One-page implementation blueprint
Design

Model CRM & data so reporting and ownership stay clean.

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What’s included

Data model, fields & ownership; stage definitions & SLAs; reporting layer (dashboards & filters); hygiene guardrails.

Why it matters

Design protects reporting and adoption. Everyone knows what “good” looks like.

Outcomes

  • Clean data structures
  • Clear stage criteria & SLAs
  • Dashboards that leaders trust
Build

Set up CRM, connect tools, and automate — weekly drops, always in the loop.

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What’s included

Configure core objects & fields; connect forms/meetings/proposals/billing/analytics; automate follow-ups & hand-offs with error handling.

Why it matters

Value lands early; we iterate with your team. No big-bang surprises.

Outcomes

  • Core objects & fields configured
  • Key integrations live
  • Automations that cut admin
Adopt

Training and playbooks to drive adoption — then light-touch support.

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What’s included

Role-based training; cheat sheets; manager coaching; hygiene reviews; quick onboarding for new hires.

Outcomes

  • Teams confident by role
  • Cleaner data month-over-month
  • Playbooks embedded into workflow
Proof in action

Recent results with teams like yours

Project visual
Timely → HubSpot Live sync

From manual exports to automated follow-up with AI context.

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Project visual
Invoice automation Less admin

Create invoices automatically from CRM—no spreadsheets.

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What progress looks like — 30 / 60 / 90 days

Near-term wins first, then depth. Timelines flex by scope and team size, but the cadence stays steady.

First wins live
  • Clean pipeline & activity hygiene
  • Priority fields and ownership rules set
  • Initial automations cutting admin
Confidence in the data
  • Core integrations connected
  • Dashboards leaders actually trust
  • Playbooks shaping daily habits
Repeatable growth
  • Playbooks embedded in workflow
  • Coaching & forecasting on real data
  • Light-touch support & hygiene reviews

We keep weekly drops and short feedback loops—no big-bang surprises.

Ways to work with us

Same cadence and care—choose the shape that fits your team. No lock-ins.

Project

Fixed scope with clear deliverables and timeline—get from blueprint to live calmly.

Fractional

A steady weekly cadence—design, build and iterate together without the overheads.

Assist

We work alongside your team to speed adoption—hands-on where it counts.

Start small, scale as you need—weekly drops, real progress. Book a Discovery Call →

Questions we get a lot

How long does a typical implementation take?

Scope varies, but we deliver value in weekly drops. Many teams see first wins in 30 days (clean pipeline, core automations), deeper integrations by 60, and embedded playbooks by 90.

Which CRM is “best” for us?

We’re independent. We map your motion first (stages, SLAs, ownership), then recommend the platform that fits—Pipedrive, HubSpot, or a hybrid with integrations.

Our data is messy—should we fix it first?

No need to pause. We include data services early: dedupe, field mapping, and ownership rules. Hygiene checks and validation keep it clean going forward.

Will our team adopt it?

Adoption is designed in. We train by role, provide cheat sheets, and keep the system aligned to how people actually sell—so habits stick and reporting stays reliable.

Can you work with our in-house team?

Yes. Pick Project, Fractional, or Assist. We’re transparent on effort and collaborate in your tools, with light-touch governance and clear ownership.