The problem

Sound familiar?

These aren't edge cases. They're the default state of a CRM that was never set up for the journey your team is actually running.

01

Your VP Sales gives you the pipeline update verbally. Every week.

That means every forecast decision is based on memory, not data.

02

You open the CRM to check a deal and half the fields are empty.

That means every CRM report is incomplete before it's even generated.

03

Your best rep has their own system. It's called a spreadsheet.

That means your pipeline lives in two places. Neither one is reliable.

The CRM isn't the problem. The setup is.

The solution

Built for where you actually are.

The deliverables are the same. What changes is the starting point and how we sequence the work to match it.

01

Messy inherited CRMs

No documentation, logic, or ownership. Start with a complete audit, catalog what's worth keeping, rebuild from there.

What we build

Property audit & cleanup Deduplication Lifecycle redesign Stack documentation

Your team inherits a CRM with documented logic, not a system they have to reverse-engineer every time someone new joins.

CRM property audit — Keep, Rebuild, Archive, Delete

02

Sales that break at scale

Informal system breaks at 8 reps. Everyone tracks deals differently. Build stages, entry/exit criteria, scoring model for reps from day one.

What we build

Lifecycle stage definitions Pipeline entry/exit criteria Lead scoring model Rep onboarding SOP

New reps ramp in days, not months. Pipeline data is consistent across the team because the stages reflect how you actually sell.

03

Dirty data = Untrusted dashboards

Investors will open the CRM. Prioritize cleanup and dashboard so pipeline data tells a credible story.

What we build

Looker Studio dashboard Pipeline by stage Conversion funnel Data cleanup

You walk into the board meeting with a live link, not a screenshot. The numbers are real because the CRM that feeds them was cleaned first.

04

Lack of adoption

The tool exists. The discipline doesn't, usually because stages don't reflect how the team actually sells.

What we build

Stage redesign Live training session Loom library (4 videos) 30-day adoption check-in

The team uses the CRM because it finally reflects how they sell. The 30-day check-in is built into scope, we don't consider it done until adoption is confirmed.

Compatibility

Our GTM Tech Stack

The tools we configure, connect, and architect for you. We work with what you have and recommend what moves the needle.

HubSpot

Salesforce

GoHighLevel

Zoho

n8n

Clay

Deliverables

What gets built and handed off.

Every item below is configured inside your CRM, documented, and ready for your team to run on day one.

01

Pipeline Stages

Each stage defined with clear entry and exit criteria. Your team agrees on what moves a deal forward before it ever comes up in a forecast call.

02

Lifecycle Stage Definitions

Lead, MQL, SQL, Opportunity, Customer. Configured with your business logic, not a default template.

03

Lead Scoring Model

A scoring framework built around your ICP. Firmographic fit plus engagement signals, so your reps know which leads are worth the call without 20 minutes of research.

04

Looker Studio Dashboard

Five live views: open pipeline, conversion funnel, stalled deals, lead sources, and stage velocity. Always up to date because it pulls directly from your CRM.

05

Property Catalog

Every CRM property audited, labeled, and documented. What to keep, what to archive, what to delete, and why. Your next hire will thank you.

Everything is documented and yours. When the engagement ends, your team runs it.

How it works

Five phases. Fixed scope. You own everything at the end.

Every engagement follows the same structure. What adapts to your business is the content inside each phase.

01

Map

We audit your CRM, document what exists, and identify every gap. You get a written summary of what needs to be built and why before any hands-on work begins.

02

Design

We translate the audit into a build plan. Stage definitions, scoring logic, dashboard views, and property structure are confirmed with you before we touch anything.

03

Deploy

The build happens inside your actual CRM, not a staging environment. Every deliverable is configured in your system. You can watch it take shape in real time.

04

Activate

A live walkthrough with your team. We cover what was built, why it works the way it does, and how to maintain it. Not a training video. A working session.Included in every tier

05

Measure

A 30-day check-in on data quality and adoption. If something isn't working the way it should, we fix it. This is built into every engagement, not an upsell.Included in every tier

You're not handing this to an agency and waiting six weeks. You have a direct line to the engineer building it.

Tiers & pricing

Pick the tier that fits your stage

Foundation / Scale / Intelligence. Each tier builds on the one before it.

Foundation · Deploy S

Foundation

A CRM your team trusts. Consistent data. A pipeline with clear rules. The floor everything else is built on.

$3,000 to $4,000 Price depends on number of pipelines and database size requiring cleanup.

Lifecycle stage redesign aligned to your actual buyer journey
CRM property audit and cleanup
Contact and company deduplication
Pipeline stages with documented entry and exit criteria
Lead scoring rubric your reps can actually use
Team adoption protocol and training session
Pipeline dashboard in Looker Studio

Best for teams rebuilding a CRM they inherited without documentation.

Start with Foundation ?

Scale · Deploy M

Scale

Qualified pipeline that fills itself. Automated scoring, segmentation, and enrichment running without anyone touching it manually.

$5,700

ICP-fit lead scoring model (firmographic fit plus engagement signals)
ICP-based segmentation system for marketing and sales alignment
Automated enrichment pipeline via Clay and Apollo
Stage conversion analytics: where deals die and why
Revenue reporting by segment and ICP tier

Best for teams post-PMF that need automated pipeline to fuel growth.

Start with Scale ?

Intelligence · Deploy L+

Intelligence

A CRM that talks back. Query your pipeline, update records, and get deal summaries in plain language via Claude. No SQL. No filters.

$8,000 to $12,000 Price depends on number of MCP integrations and CRM schema complexity.

CRM MCP server configuration and deployment
Claude Project configured with your CRM schema and business context
Prompt library covering your team's most common CRM queries
CRM update flow via Claude: contacts, notes, stages, all in chat
Executive onboarding: what to ask, what to trust, what to verify

Best for teams ready to give reps a conversational layer on top of their CRM.

Start with Intelligence ?

Prerequisite for Intelligence: Foundation tier must be complete. Without clean data, the headless CRM layer does not function. A DPA is required before work begins.

What clients say

Results from teams who've been through it.

"

Thanks to David, our team stopped guessing which leads to chase. He built a lead scoring system that surfaces high-intent prospects automatically, and set up outreach automation that keeps us moving without missing any opportunity.

Rosali Vela · Marketing Team Lead, MEDLIFE

"

We were running a two-sided marketplace on a CRM that nobody fully understood. David came in and within weeks it made sense: lifecycle stages, scoring, attribution, automation, all connected. But the real change wasn't operational. It was that leadership started making decisions from data instead of instinct. We hired him to fix the CRM. We got a better way to run the company.

Dave Menjura · Chief Revenue Officer, CloudTask

Keep building

Your CRM should tell you where the money is.

Sound familiar?