HomeServicesSales operations

A CRM your team
actually trusts.

Also known as RevOps

This picks up the moment a lead lands in your CRM: checking it, passing it to the right person, following the deal and forecasting what will close. The goal is a system your salespeople use without being chased.

Pipeline building

Everything before a lead lands in your CRM.

  1. Listing every company that could buy
  2. Learning about each one
  3. Noticing when they’re ready
  4. Starting the conversation
A new lead arrives
Sales operations

Everything after, until the contract is signed.

  1. Checking the need is real
  2. Judging how urgent it is
  3. Handing it to the right person
  4. Following deals week by week
  5. Signed customer

What we do

What we fix and set up

So every lead is answered, followed up and counted.

01

How the CRM is built

Fields, stages and access set up around how you really sell, not the other way round.

02

Automatic follow-ups

Reminders, tasks and updates that happen by themselves, saving hours every week.

03

Reports people read

A handful of dashboards your managers open on Monday and use to make decisions.

04

Keeping it tidy

Who can change what, how data comes in and which tools are connected.

05

From lead to customer

Clear stages, with agreed rules for moving from one to the next.

06

Forecasting

A forecast built on your real deals and on how similar deals ended before.

07

The marketing-to-sales handover

Scores, owners and response times agreed between marketing and sales.

08

Helping the team adopt it

Short guides, the right tools and training, so the system actually gets used.

Shared decisions

Three choices sales and marketing share

Your ideal customer profile (ICP)

Worked out from the customers you already win, not from a hunch.

Which accounts come first

Three levels of priority, so effort goes where the money is.

Which tools to use

The simplest set of tools that does the job, without paying twice for the same thing.

Tools

The tools that run your CRM

HubSpotSalesforcePipedriveClayn8nErgoNooksSnowflakeChili PiperPolytomicOutboundSyncHightouchFivetran

Measurement

How you’ll know it’s better

Leads logged properly

New leads that reach the CRM complete and with an owner.

Forecast accuracy

How close the forecast was to what actually came in.

Pipeline health

Enough deals, moving at a good pace, none left to go stale.

A tidy CRM

Few duplicates, few empty fields, nothing years out of date.

Whether the team uses it

The best system is useless if salespeople avoid it.

Deliverables

What you’re left with

  • A CRM check-up with numbers: duplicates, empty fields, broken steps.
  • A cleaned-up CRM, with a simple map of how it’s built.
  • Written rules for scoring and assigning leads, running automatically.
  • A forecast you can explain, and a weekly habit of reviewing deals.
  • Guides and training for your sales team.

Tell us what’s getting in the way

A few lines are enough. Within two working days you’ll get our honest first take, and a time to talk if it makes sense.

15
years in sales and marketing
25+
countries where we’ve launched products and campaigns
€10M+
in revenue from the marketing we’ve run