03CRM and reporting
CRM and reporting install
A pipeline that matches how you sell, plus a short report people will actually read on Monday.
Who it is for
Teams that have a CRM but do not trust the stages, the forecast, or the reports coming out of it.
Outcome
Your pipeline reflects how work is actually sold. Owners get a short report they can use without cleaning a spreadsheet first.
Typical scope
What usually gets delivered.
Exact scope is written before work begins. These are the pieces most projects include.
- 01
Sales process and data audit
- 02
Pipeline stages, ownership rules, and required fields
- 03
Automated reminders and status updates
- 04
A concise operating report
How it runs
From first note to handoff.
- 01
Short diagnostic call
We talk through how you actually sell and what the CRM currently claims. From that call you get a written scope and a fixed quote, and nothing else happens until you approve it.
- 02
Map the real pipeline
We pull your last batch of closed and lost jobs and trace the path they truly took. Stages get drafted in your team's own words, each with an exit condition and an owner.
- 03
Rebuild in your CRM
Stages, ownership rules, required fields, and reminders go into the CRM you already have. We keep required fields to the minimum your report actually needs, because every extra field is a reason to stop logging.
- 04
Build the Monday report
One short report from live pipeline data: what came in, what moved, what stalled, what closed. We run it with your real numbers in front of you before calling it done.
- 05
Train the team and hand off
The people who live in the pipeline get walked through the new stages and the reasons behind them, and you keep documentation for whoever joins next.
A good fit
A team with a CRM full of stages nobody can define without hedging.
An owner who rebuilds the real forecast in a spreadsheet every month because the CRM number is fiction.
A business selling two very different things, like service calls and large installs, crammed into one pipeline.
Reports exist, but nobody reads them, and decisions get made from gut plus a bank balance.
Not a fit
Nobody on the team will log activity and the owner will not enforce it. Software cannot fix a habit nobody backs.
You are shopping for a new CRM to escape cleaning up the current one. The mess moves with you.
You want a wall of dashboards. We build one short report people read, on purpose.
About pricing
Prices are not on the site yet. You get a fixed quote attached to a written scope before we touch your CRM, and the number holds unless you change the scope. If the diagnostic shows your setup mostly works and you need an afternoon of cleanup instead of a project, we will say exactly that.
Common questions
Asked before most projects.
Do we have to switch CRMs?
Almost never. Most CRMs can model an honest pipeline; the problem is usually the stages and habits, not the software. We rebuild inside what you have, and if the tool truly cannot support how you sell, the written scope will lay out why before you spend anything on migration.
What goes in the weekly report?
The short list an owner actually reads: new leads, what moved, what stalled, what closed, plus the two or three numbers you tell us you run the business on. It pulls from live CRM data, so it is only as honest as the pipeline, which is why the pipeline gets fixed first.
How long does this take?
Two to four weeks for most teams. The audit and stage design move quickly; the timeline mostly depends on how available your salespeople are for the mapping sessions and the training. Your scope includes the specific plan.
Will our team actually use it?
That is the real risk, and the design works around it. Stages carry your team's own names, required fields stay minimal, and reminders do the remembering instead of people. We train the team before handoff. Adoption still needs one thing from you: an owner who looks at the report every week and asks about it.
Next step
Bring the current process and the tools involved.
Prefer to learn first? Read the related playbooks hub, then come back when you want it built.