The Pipeline Fixer
Sales Ops Consulting · South Africa

Your team is working hard. The pipeline still feels like guesswork.

Leads come in. Proposals go out. Then it goes quiet, and nobody can say with confidence what's actually closing this month. I find exactly where deals are breaking down, and build the fix.

Where deals actually leaklead → expansion
Lead source

Inconsistent sourcing means everything downstream is unreliable too.

Qualify score No criteria

Most pipelines never define "qualified." That's usually where it breaks first.

Deal manage

Should move on evidence the buyer gave you, not on how the call felt.

Close forecast Goes quiet

Proposal goes out, then silence. No system means nobody notices in time.

Expand retain

The step most processes forget, and the cheapest revenue you'll win.

Currently taking on a small number of growing South African businesses
01 · The stage you're at

You've outgrown the informal approach. You haven't replaced it yet.

You're hiring, or you already have people in seats. The leads are real. And yet none of it feels as solid as it should. A pipeline you don't quite trust. A forecast that's really just a confident guess. That gap isn't a motivation problem, and it isn't a talent problem.

I come in, identify exactly where things are breaking down, and build the fix, not a strategy deck. A working system your team can use from day one, with the training to back it up. Most clients see a measurable difference within 30 days.

The thing most people get wrong:

It's rarely a people problem. Almost always, it's a process problem.

// WHO THIS IS FOR: if two or more sound familiar, we should talk

"We're hiring more salespeople."

Growth with no process to onboard anyone into, so every new hire slows the team down before they speed it up.

"Our pipeline feels unpredictable."

You can feel the problem but you can't name it, which means you can't fix it or delegate it.

"We just got investment."

Your board now expects a sales operation, not a sales effort, and the gap between those two shows up fast.

"We're not using our CRM properly."

A tool was bought before a process existed. The CRM isn't the problem; it's just where the problem became visible.

"We lost a few big deals recently."

The pain is fresh, and it's the moment you're most likely to fix the cause rather than blame the deal.

"I'm still doing most of the selling."

The classic scaling bottleneck. Revenue is capped by one person's calendar, and everyone knows it.

02 · Why it happens

Nobody designed it. It just accumulated.

Almost no growing business chose the sales process it has. It formed around whoever was selling at the time, and it keeps working right up until the moment it doesn't. It shows up three ways.

How a deal actually gets won was never written down, so it can't be taught, reviewed or improved, only replaced by hiring another version of that person.

See Case 01 →

Deals move forward in the CRM but never move back. The forecast is measuring activity and calling it intent.

See Case 02 →

Nothing decides what happens after "send me a proposal", so it depends on who remembers, on a good week. Deals don't get lost to competitors nearly as often as they get lost to silence.

See Case 03 →
03 · What the fix looks like

Four businesses that felt exactly like yours does

Different industries, same underlying problem every time: nothing broken, nothing built. Here's what was actually wrong, and what changed once it was fixed.

Specialist staffing & recruitment

"Everything works, because one person is personally doing it."

What was actually wrong

Nothing was broken. Nothing had been built. Every deal ran on one person's memory and effort: completely fine at one salesperson, a hard ceiling at two. Adding someone meant three months of ramp and accepting a drop in quality while they found their feet.

Demo-to-close conversion16% → 30%+
New rep to first deal3 months → 1 month
Placements per month6 → 35+
First contact to placement90 days → 46 days
Quota attainment across team85%

Payment solutions provider

"I can see revenue in the pipeline. I can't see it on month-end itself."

What was actually wrong

Not effort, and not the people. A deal closing wasn't the finish line. Sales handed off to onboarding, onboarding handed off to retention, and every handover meant re-explaining the client from scratch. Nobody owned an application end to end, so a stall just sat there until someone happened to ask.

Application processing2–4 months → 1–4 weeks
Deals stuck mid-process15+ → 2–3
Where deals were stallingVisible inside week one

Private higher education · admissions

"Leads come in, get called, and go quiet."

What was actually wrong

Follow-up built around the institution's convenience rather than the buyer's behaviour: wrong channel, wrong language, wrong timing. Before buying more leads or hiring another rep, it was worth checking whether the existing ones were being followed up in a way they'd actually respond to.

Enquiry-to-enrolment10% → 40%
Time to reach a lead3–5 days → a few hours
Extra calls requiredNone

Financial services · rolled out to 30+ independent advisors

"We win the business. Then the admin drags it out for weeks."

What was actually wrong

The process was reactive. Everything got handled when it landed instead of anticipated before it landed. That single design flaw was responsible for the delays, the rework, and a meaningful share of the cancellations being written off as bad luck.

Underwriting turnaround40–90 days → ~1 month
Investment transfer time4–8 weeks → ~3 weeks
Retention held at95%

The part I'm proudest of

The “Book of Life”: a structured collection of a client's essential estate documents, assembled quietly during the relationship and handed to the family when a loved one passed away. It was designed for the client's experience rather than the operator's throughput, and it became standard practice across the whole advisor panel.

// Client names withheld deliberately. These are anonymised builds from past commercial roles. Happy to walk through any of them properly on a call, and reference calls are available on request.

Recognise your business in any of those?

The first call is free. Tell me how deals actually move through your business and I'll tell you where I think it's leaking, whether or not you ever work with me.

If you want that confirmed properly rather than taken on my word, that's the Sales Diagnostic.

04 · Who you'd be working with

Meet Chan

Chanel Greeff, founder of The Pipeline Fixer

Chanel Greeff · Founder, The Pipeline Fixer

I don't believe businesses have sales problems.

They have systems problems that show up as sales problems.

A lead goes cold because nobody owns the next step. A good salesperson underperforms because the process changes every week. The forecast is wrong because the CRM was built to collect data rather than help anyone sell. Everyone works harder, the meetings get longer, and nobody can say why growth stalled.

Most people see sales as conversations.

I see the infrastructure behind them.

The workflows, the handoffs, the reporting, and the dozens of small decisions that determine whether a business grows predictably or depends on two exceptional people carrying it.

I've spent the last decade doing this inside businesses rather than advising from outside them. I've built CRMs from scratch, written playbooks teams actually opened twice, hired and coached salespeople, and rebuilt pipelines that were losing deals nobody had noticed losing. Mostly in financial services, payments, recruitment and education, plus several years working alongside law firm owners in the United States, which is where I learned that the patterns transfer. Different products, different customers, same three failure points every time.

Growth rarely breaks because people stop caring. It breaks because nobody designed the system they're expected to work inside.

That's the work. Find where revenue leaks, cut the complexity, build a process your team will actually use, and leave.

More about Chanel Greeff →
Recruitment Financial Services & Payments Private Higher Education Legal
05 · What I build

Not a strategy deck. A working system, and the training to run it.

DIAG

Sales Diagnostics

Map how leads actually move, or stall, from first contact to close, and name exactly where things are breaking down.

PROC

Process Design

Turn ad-hoc selling into a repeatable motion, with clear stages everyone on the team understands the same way.

CRM

CRM Setup & Hygiene

A pipeline structure your team will actually use, not a tool bolted on top of a process that doesn't exist.

FLOW

Follow-Up Systems

Sequences and cadences that catch deals before they go quiet, so nothing depends on memory.

TEAM

Training & Enablement

Hands-on training so the system sticks with the team, not just in a document nobody opens again.

HAND

A Clean Handover

Everything documented and owned by your team by the end. The measure of a good engagement is that you stop needing me.

06 · How we work together

Diagnostic Fix Retainer

Start small and low-risk. Each step earns the next one. You're guided, never sold to.

Step 01

Sales Diagnostic

R3,500 – R5,000

1 week

The free call is my read from the outside. This is the version with the evidence behind it.

I map your process end to end (your CRM, your stages, your last ninety days of deals) and pinpoint exactly where they're breaking down. You get a written answer to "where are we actually losing deals?", yours to keep and act on with or without me. The fee is credited in full toward the Fix.

How the Sales Diagnostic works →
Step 02

Sales Fix

R12,000 – R18,000

30 days

I build the working system: process, CRM setup, follow-up sequences, and train your team to run it.

You get the system your team is already using by day 30, not a document to implement later. Most clients see a measurable difference inside the month. Built in whatever you're running: monday.com, HubSpot, or the tool you already have.

Includes a free 60-minute check-in at day 60, booked before I leave. If the system has drifted, that's when it's cheapest to correct.

What's in the thirty days →
Step 03

Sales Ops Retainer

Min. 3 months

I stay on to maintain and evolve the system as your team and pipeline grow.

Optional, and only offered once the Fix is delivered and working. Plenty of clients don't need it. That's the point.

// Diagnostic surfaces the problem → the Fix builds the solution → the Retainer maintains it. Each step naturally leads to the next.

Start at R3,500

The Diagnostic is a deliberately small first step, and it's credited in full if you go ahead with the Fix.

No lock-in to begin

The Diagnostic stands alone. Nothing obliges you to continue, and the findings are yours either way.

Built to be handed over

Your team owns the system at the end. I'm not building a dependency on me.

Who this isn't for

If there's no real lead flow yet, the problem is demand, not process. I'm the wrong first call. And if what you actually want is someone to run your sales team day to day, that's a sales manager, not this: I build the system your team runs, then hand it over.

07 · Not ready for a project?

Smaller ways in: two you can buy and start today

Sales process template pack

R500 once-off
Buy R500

Instant download

  • Stage definitions & entry criteria
  • Weekly review structure
  • Editable, adapt to your process

CRM setup checklist

R600 once-off
Buy R600

Instant download

  • Setup order, step by step
  • Field & pipeline structure
  • Common mistakes to avoid

90-minute sales process workshop

R950 per person
Enquire →
  • Live, over Zoom or in person
  • Teams of 4–8
  • Practical, not theoretical

1-on-1 Sales Ops Power Hour

R1,200 one session
Enquire →
  • 60 minutes, one on one
  • Bring one specific problem
  • Leave with a clear next step

The two downloads are sold through Payhip and charged in US dollars at checkout. The rand price shown is converted at today's rate, so the exact amount your bank debits will differ by a percent or two. The workshop and the Power Hour are quoted and invoiced in rand.

08 · Get in touch

Let's find where it's leaking

The fastest way to reach me is WhatsApp. Prefer email, or want to share more detail first? Use the form.

WhatsApp me →

Tell me what's going on

A few quick details so I know how to help before we chat. I read every one of these myself.

Your info stays between us, used only to get back to you about this. No mailing lists, no spam.