Structured Sales. Predictable Growth.
See where every deal stands. Know what needs action.
One clear view of open deals, overdue follow-ups and who owns what, set up in 3 weeks and kept alive with a 30-minute weekly review.
Does running sales feel like guesswork?
Updates are scattered across WhatsApp, diaries and calls.
The forecast is a guess. Month-end always surprises you.
Deals go quiet and nobody notices until it’s too late.
It all lives in one person’s head. If they leave, so does the pipeline.
From scattered updates to one clear view
We work with what you already use, an Excel tracker or your existing CRM, and make it the single place every deal lives.
Three weeks. Map, build, run.
Map
- Understand how deals move today
- Agree 5–6 clear pipeline stages
- Define what moves a deal forward
Build
- Set up the tracker in Excel or your CRM
- Create the founder dashboard
- Set the salesperson update routine
- Run the first weekly review with you
Run
- Run the second weekly review with you
- Team handover session
- Hand over a 30-day continuation plan
A weekly rhythm that keeps it alive
A tracker without a habit dies in a month. This is the routine we put in place.
What you see every week
Pipeline stages
Clear rules for every step.
Pipeline tracker
In Excel or your current CRM.
Founder dashboard
The four views above, on one screen.
Weekly review format
A 30-minute agenda your team can run.
Overdue follow-up report
Missed follow-ups, owner and next action.
Founder action list
Decisions and escalations that need you.
30-day continuation plan
Who updates, when you review, what gets escalated.
Built by someone who has carried the sales number
MBA in Marketing, and General Management Programme at ISB Hyderabad
Fixed scope, clear price
- Up to 5 salespeople
- Up to 100 active deals
- One agreed pipeline
- One Excel tracker or your current CRM
- One founder dashboard
- Two guided reviews and one handover session
- Custom CRM integrations or software development
- Large data migration
- Ongoing daily administration
Price assumes your current sales data is usable. If records need major rebuilding, we agree that scope before starting.
Know who to approach
Turn more quotes into orders
See and control every deal
Build the full sales system
Selling through dealers and distributors? See Channel Sales & Distribution Development.
Common questions
Do we need a CRM?
No. We can set this up in a well-structured Excel tracker, or in the CRM you already use.
Our sales information is scattered. Is that a problem?
That is the usual starting point. We review what exists and bring active deals into one tracker, within the agreed scope.
Will this increase sales immediately?
It gives you visibility and a review habit. Sales results still depend on real opportunities and your team acting on them.
Will salespeople have to do a lot of extra reporting?
No. We set one short update routine and remove duplicate reporting where we can.
What happens after three weeks?
Your team runs it with the 30-day continuation plan. If you want ongoing support, that is scoped separately.
How do we know if this fits our business?
Book a free 20-minute call. We will check your team size, how you track sales today and what data you have.