services
Three services, clear scope.
CRM setup, sales ops automation, and systems integration — each with defined deliverables and a clear end point. No ongoing retainers unless the work calls for it.
Attio · HubSpot · Zoho CRM
CRM Implementation
A CRM configured around your actual sales process — not a generic template. This means mapping how your team qualifies, progresses, and closes deals before touching any settings. The result is a system your team will actually use.
what's included
- →Sales process mapping and CRM architecture
- →Custom pipeline stages, deal properties, and views
- →User roles, permissions, and workspace setup
- →Data migration from spreadsheets or a previous CRM
- →Team onboarding and adoption support
Acme Corp
€8k
Braxton Ltd
€12k
Nova Group
€5k
Delta Tech
€22k
Prism BV
€15k
Orion GmbH
€34k
SkyBridge
€18k
ZetaCorp
€41k
Flux SAS
€27k
AI Workflows · Triggers · Sequences
AI-Powered Automation
Manual sales ops tasks erode adoption over time. This service automates the predictable parts — assignment, stage updates, sequences, alerts — and layers in AI where it earns its place: smarter enrichment, automated summaries, and reporting that writes itself.
what's included
- →Deal stage trigger and routing automations
- →AI-assisted lead scoring and assignment logic
- →Follow-up and outreach sequences
- →AI-generated pipeline summaries and digests
- →Pipeline hygiene and data quality automations
Deal moved to Proposal
CRM trigger
Deal value > €10,000?
Condition check
Send follow-up email
Action
Assign account exec
Action
Post to #deals in Slack
Action
CRM ↔ Your Stack
n8n & AI Integrations
Your CRM is one part of a broader revenue system. I connect it to the tools your team already uses — Slack, email, spreadsheets, billing, internal databases — through maintainable n8n workflows. AI nodes handle enrichment, classification, and intelligent data transformation.
what's included
- →CRM ↔ Slack notifications and alerts
- →AI-powered data enrichment and classification
- →Bidirectional spreadsheet or database sync
- →Email, calendar, and billing integrations
- →Custom API and webhook integrations
the transformation
From spreadsheet chaos to clean CRM.
Pipeline
$81,700
Deals
5
Qualified
GlobalTech
$12,000
Hooli
$34,000
Proposal sent
Dunder Mifflin
$5,200
Negotiation
Initech
$8,000
Closed Won
Acme Corp
$22,500
| Company | Contact | Stage | Value | Last touch |
|---|---|---|---|---|
| Acme Corp | Sarah M. | Demo? | ??? | 3 weeks ago |
| GlobalTech | — | Talking | $12k | 2 months ago |
| Initech | Tom B. | CLOSED | $8,000 | yesterday |
| Umbrella | unknown | follow up? | — | 6 weeks ago |
| Hooli | Jared D. | Proposal sent | $34k | 1 month ago |
| Dunder Mifflin | Michael S. | Negotiating | ~$5k | 4 days ago |
Sheet 1 of 4 · Last saved by Tom
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