Right now your pipeline lives in Gmail, a spreadsheet and your head. I install the CRM, the outbound engine and a small AI layer that keeps it all up to date, so your first sales hire inherits a working system instead of building one.
01 · The problem
You've closed the first customers yourself. That got you here, but it doesn't scale, and it doesn't hand over.
Nobody notices a deal has stalled until it's dead. Follow-up depends on you remembering.
The board asks what's in the pipeline and the honest answer is "roughly".
And they'll spend their first quarter building stages, lists and sequences instead of selling.
02 · What gets installed
Built on the tools you already use. Everything is documented and defined as code, so it's easy to hand over and nothing is a black box.
Attio, HubSpot or Notion. Objects, fields and pipeline stages with clear exit criteria, so everyone agrees what "qualified" means.
Your ICP written down, a target list built from real buying signals (hiring, funding, stated pain) and tested sequences ready to run.
Founders don't skip the CRM because they're lazy. Data entry just loses to selling every time. The AI layer does the logging and tells you what needs attention.
Acme hasn't moved in 12 days. Last touch was your pricing email on the 3rd. Nudge them?
Pipeline this week: 14 open deals, 3 moved stage, 2 need a follow-up today.
03 · How it runs
A fixed scope and a fixed timeline, ideally landing before your first sales hire starts.
Map how you actually sell today. Agree the ICP, stages and exit criteria. Connect the CRM, inbox and Slack.
CRM data model live; existing deals and contacts migrated in. First target list built.
Sequences written and tested. AI agents switched on: inbox updates, stalled-deal nudges, call prep.
Monday digest running. Playbook written for your first hire. Handover, with an optional retainer after.
04 · Fit
A full-time RevOps hire takes months to find and ramp. This is live in 30 days, and whoever you hire next inherits a documented system instead of a mess.
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