Sales Ops Consulting Package — $497

Sales Operations Consulting

Sales Ops Consulting Package: a working pipeline in 30 days

A 30-day engagement to align your marketing funnel with your sales pipeline: defined lead stages, CRM reporting, lead-source attribution and a written process your team actually follows.

$497one-time · 30-day engagementStart the engagement — $497

What you get

  • Kickoff session (60 min): current process, tools, numbers and the two biggest leaks
  • Written sales process: stages, exit criteria, owner and SLA for each stage
  • CRM pipeline configuration in your existing CRM (stages, required fields, lead-source tracking)
  • Three core reports/dashboards: pipeline by stage, win rate & velocity, lead source to revenue
  • Follow-up sequence templates (first response, no-show, proposal follow-up, closed-lost)
  • Handoff session (60 min) walking your team through the process and the weekly pipeline review agenda
  • Two weeks of email support after handoff

Who it is for

Marketing-led businesses

Campaigns generate leads but sales follow-up and attribution are inconsistent.

Teams on Salesforce, HubSpot or GoHighLevel

The platform is in place; the process and reporting around it are not.

Growing teams (3–25 reps)

You need a repeatable pipeline review before hiring more sellers.

How it works

  1. Purchase and receive a scheduling link plus a short intake form (tools, team size, current numbers)
  2. Kickoff call in week 1; we audit your current pipeline and CRM together
  3. Weeks 2–3: process document, CRM configuration and reports built and reviewed with you
  4. Week 4: handoff session with your team, then two weeks of email support

Questions

Which CRMs do you work in?

HubSpot, Pipedrive, Zoho, GoHighLevel, Salesforce and most mainstream CRMs. If you have no CRM yet, we recommend one during kickoff and configure it.

Do you need admin access?

Yes, a user seat with admin rights for the configuration weeks. You can remove it afterwards.

What if we need more than the package covers?

Additional working sessions are $150 each, or scope a larger build after the engagement.

Is there a guarantee?

If after the kickoff session you feel it is not a fit, we refund the package in full.

Need ongoing platform administration afterwards? See the Managed Salesforce Admin Retainer.

Ready to stop losing deals in the cracks?

$497

Start the engagement — $497