Sprint Steps
Step 1: Sales Ops Health Check
Can you trust your pipeline right now?
Most teams can’t, and that’s not their fault.
This health check surfaces:
- Broken or inconsistent lifecycle stages
- Duplicate or stale deals
- Inaccurate close dates and values
- Manual steps that should be automated
- Reports that don’t match reality
You’ll see where:
- Data is lying
- Sales activity is leaking
- Visibility breaks down
This is diagnosis, not cleanup.
Step 2: The Cleanup Plan
This is the exact framework we use.
How we repair your Sales Operations, shown transparently, without touching your system yet.
Phase 1 - Structure
- Pipeline stage rationalization
- Lifecycle definition alignment
- Deal hygiene rules
Phase 2 - Data Integrity
- Deduplication logic
- Required field enforcement
- Stale deal management
Phase 3 - Automation
- Stage-based tasking
- Follow-up enforcement
- Sales handoff cleanup
Phase 4 - Visibility
- Pipeline reporting rebuild
- Forecast confidence ranges
- Weekly operator dashboards
You’ll understand what gets fixed.
The sprint is where we do the fixing.
Step 3: What “Clean” Actually Means
We don’t aim for “perfect.”
We aim for usable, trusted, and enforceable.
Operational outcomes look like:
- One pipeline everyone understands
- Accurate deal stages and values
- Forecasts you can rely on
- Sales activity that doesn’t require chasing reps
- Reports that match what’s actually happening
If the numbers don’t match reality, the system is broken.
Step 4: When This Sprint Is a Fit
This sprint is designed for operators who:
- Use HubSpot (or are migrating to it)
- Have sales activity but low confidence in the data
- Can’t forecast reliably
- Want sales discipline without micromanagement
It is not a fit if you’re looking for:
- Sales training
- New messaging or positioning
- A CRM selection project
- Long-term consulting retainers
How a Sprint runs
KPIs, agreed first
Before anything changes we write down what counts and where it stands today. For a Sales Ops Cleanup Sprint that might be the share of open deals with a next step and a close date, stage-to-stage conversion you can read without a spreadsheet, and the gap between forecast and actual. You sign off on the list; we don’t move it afterwards.
A fixed finish
The end date is set on day one. When we reach it you get the KPIs against where they started, and a decision to make: stop, carry on without us, or start another Sprint.
Cadence
You pick how often you hear from us, weekly or every two weeks. Each update says what changed, what the KPIs read, and what happens next. No retainer. No invoice you didn't see coming.
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