Skip to content

event storming workshop

Map your sales process before Pipedrive is built

A focused workshop to map how leads, deals, activities and handoffs should move through Pipedrive, creating a clear blueprint before setup, optimisation or migration begins.

Focused sessions designed around how your sales process actually works.

Book a Pipedrive workshop
Pipedrive Onboarding Services with Flowbird Ltd - System Mock-up

WHAT THE WORKSHOP COVERS

A practical map of how your sales process should work in Pipedrive.

We map how leads become deals, how opportunities move, what activities trigger action and what data needs to support reporting and forecasting.

 

01

What we map

Lead sources, pipeline stages, deal movement, activities, ownership, sales handoffs, required fields, lost reasons, reporting needs and friction points.

02

What you receive

A Pipedrive setup blueprint covering pipelines, stages, fields, activities, automations, reporting priorities and the recommended next steps.

03

Why it matters

Pipedrive works best when it reflects how your team actually sells, rather than forcing people into generic stages or unclear processes.

IS THIS THE RIGHT NEXT STEP?

Useful before you build or rebuild Pipedrive.

Who it is for

Useful before you build or rebuild Pipedrive.

When to act

Before changing pipelines, importing data, building automations or asking the team to adopt a new Pipedrive structure.

What happens next

We talk through your current sales process, pain points and Pipedrive goals, then agree the right workshop scope.

Clear sales process. Better pipeline logic. A stronger Pipedrive blueprint before setup begins.

Flobert with a Magnifying Glass - Flowbird Software Audits (1)

QUESTIONS

Common questions before booking a Pipedrive Event Storming workshop.

This workshop helps you define how your sales process should work before Pipedrive setup, migration or optimisation begins.

 
What is Pipedrive Event Storming?

It is a collaborative session where we map how leads become deals, how opportunities move, what actions matter and how Pipedrive should be structured to support your team.

 
Is this the same as Pipedrive training?

No. Training teaches people how to use the system. Event Storming defines the sales process, pipeline logic and data structure before the system is built or improved.

 
Who should join the session?

Sales leaders, sales users, operations, managers and anyone involved in lead handling, deal ownership, forecasting or sales reporting.

 
What do we get afterwards?

You receive a Pipedrive blueprint covering pipeline stages, fields, activities, ownership, automations, reporting needs and recommended next steps.

 

BOOK THE FIRST CALL

Map your sales process before Pipedrive is built.

Tell us how your team sells, where the pipeline feels unclear and what Pipedrive needs to support. We’ll use the first conversation to understand the goal and recommend the right workshop next step.


 

Start with a short form