Unit 04 · Revenue
Sales and revenue operations that keep every lead moving
A CRM is a record. A pipeline is a process. We implement and manage the system, and where scoped, supply the people who qualify leads, set appointments and keep follow-up consistent.
When this is the right answer
Signs you need this
Leads go cold
Follow-up depends on who remembers, and nobody can see what is stale.
Your CRM is a graveyard
Fields are inconsistent, stages are ignored and reports cannot be trusted.
Closers do prospecting
Senior time is spent on qualifying and scheduling instead of selling.
Pipeline reviews are guesswork
Forecasts come from opinion because data entry is incomplete.
Scope
What is included
Systems
- CRM implementation and management
- Pipeline design and reporting
- Sales analytics
Process
- Lead qualification and routing
- Prospect follow-up cadences
- Sales administration
People (scoped per engagement)
- SDR and BDR services
- Appointment setting
- Account coordination
- Closing assistance where properly scoped
How it is delivered
People, process and technology
People
SDR, BDR and appointment-setting roles are recruited, trained and assessed for your offer and market. We confirm language, hours and supervision before committing to coverage.
Process
Qualification criteria, handover rules and follow-up cadences are written down and agreed before outreach begins, so quality is reviewable.
Technology
Your CRM, configured properly, plus automation for routing, reminders and reporting. Outbound activity runs only on a lawful basis for each market.
Human delivery roles in this unit are scoped and validated for each engagement. We confirm roles, language, hours and supervision with you before committing coverage.
Deliverables
What you receive
- 01Documented pipeline stages and qualification criteria
- 02Configured CRM with clean data model
- 03Follow-up cadences and templates
- 04Weekly pipeline and activity reporting
- 05Quality review of calls, emails or notes
Commercial model
Fixed price build, recurring monthly operation
CRM work is fixed-price. Managed SDR or coordination work is a monthly contract with scope, hours, supervision and service levels in writing.
Ways to engage
- CRM implementation and clean-up. Structure, data and reporting you can trust.
- Managed lead handling. Qualification and follow-up run to an agreed process.
- Dedicated sales support team. Appointment setting and sales admin, after capacity is validated.
Do you run cold outreach for us?
Only where it is lawful for the target market and you have approved the process. Outbound email, calling and messaging rules differ in the US, UK and Australia, and we plan around them rather than around volume.
Which CRMs do you work with?
We assess your current CRM first. Support is confirmed per platform during scoping.
Can you guarantee booked appointments?
No. We commit to a defined process, activity and quality standards, and report results transparently.
Next step
Tell us what is slowing your business down.
A Business Operations Review is a straightforward conversation about the problem. If we are not the right fit, we will say so.