The forecast isn’t wrong.
The CRM is late.
Open deals quietly accumulate expired close dates, missing values, stalled stages and deals with no next task. The forecast then describes yesterday rather than the next decision. Every seller gets a short weekly fix list for their own deals, and management sees only what nobody fixed.
Free, no obligation. You leave with a process map either way.
It passed three weeks ago and the deal still sits in the forecast.
Nothing is scheduled, so nothing happens, and nobody is reminded.
An AI-generated number that nobody trusts and nobody acts on.
From the first call to something
running in your business.
Four steps. The scope and the price are agreed in writing before any work starts, the build runs against your real CRM, and a named person on your side is trained at handover.
- Free review30 minutes
We map how leads, quotes or deals move through your business today, and show you the three places they stall.
- Fixed-price proposalwithin 3 days
Scope and price agreed in writing before any work starts. No hourly billing, no open-ended project.
- We build and test2–6 weeks
Built against your real data in your real CRM — not a demo environment. You see it working before it goes live.
- Handover1 session
We train a named person on your side. The automation is yours from that day.
“More than 1,400 documents turned into a searchable knowledge base.”
Visual Components
Know what you are buying
before the build starts.
Fixed price, agreed scope, a working solution in weeks — not an open-ended project. Each package builds on the one before it.
PACKAGE 1
Rules and exceptions
€2,900
1 pipeline + rules · 2–3 weeks
- We spot passed close dates and stalled stages using rules you agree
- Missing value, owner or next task gets flagged
- Every flag links to its CRM record — we never change a deal stage automatically
Free pipeline review
RECOMMENDED
A fix list for sellers
€3,900
1 pipeline + 1 team · 3–4 weeks
Everything in Rules and exceptions, plus:
- Each seller gets their own short fix list, in the channel they already use
- A reminder only goes out if the problem is still there
- You see what share gets fixed, and how quickly
Sales ground-rules workshop
PACKAGE 3
A summary for management
€5,900
1 CRM + management summary · 4–6 weeks
Everything in A fix list for sellers, plus:
- Management sees only what nobody resolved
- Stage ageing and coverage rules per pipeline
- Win and loss reason captured before a deal closes
Monthly pipeline review
Prices exclude VAT. The fixed price covers the standard scope described above. Additional work is agreed separately.
Results show up as numbers,
not as a feeling.
Expired close dates, missing owners, next-task coverage and the share of records fixed — weekly, by seller and by pipeline.
The automation is yours
to keep.
You own the automation and it runs on your existing CRM. The rules are your fields, your dates and your thresholds, agreed before we build — not a scoring model you have to take on trust.
The four questions we get
on almost every first call.
No. We never move a deal stage or edit a field without a person. The workflow flags what looks wrong and links straight to the record. A human decides what to do about it.
About four hours in total: a 30-minute review, one scoping workshop, one round of decisions on the rules, and a test review before go-live. We do the building.
You do, and you can. The workflow is yours, it runs without us, and we train a named person on your side during handover. If you would rather we kept an eye on it, just ask — but you are not locked in.
The workflow runs on EU-hosted infrastructure and only touches the systems in the agreed scope. We walk through exactly what is stored, where, and for how long during the review.
Book a 30-minute
pipeline review.
You get a data-quality picture, the three rules worth fixing first and a fixed-price proposal.
What you leave with
A map of how deals move today, the three rules worth agreeing first, and a written proposal. If your CRM already handles this with its own tools, we’ll say so.
Free 30-minute review · No obligation to proceed.