The Pipeline Fixer
// Running it · Get the team back in

The team stopped using the CRM.

// The answer, first

Why do teams stop using the CRM?

Because it asks for more typing than it gives back. Fields multiply, views clutter, and within a few months it is one person’s tool and everyone else’s chore.

What does fixing it cost?

Get the team back in is $1,500, flat, and takes about a week. The cap is one team and one pipeline; over it, the extra is agreed in writing before work starts.

01 · What it looks like

If this is yours, you’ll recognise it.

  • It was set up properly, once.
  • Then fields multiplied, views got cluttered, and it became one person’s tool.
  • The rest went back to notebooks.
02 · What I hand over

Built in your tools, tested in mine.

  • A usage audit that finds what the team actually does
  • The workflow simplified to that, with role-specific views
  • A training session
  • An adoption check at day 30, with the numbers

03 · The Monday after

Every open deal has an owner and a next-step date, updated by the reps, without being asked.

04 · How it goes

Hold it, then thirty minutes.

The guaranteeThe guarantee starts at handover. If your team isn’t running it thirty days later, I do another thirty days at no charge to find out why and put it right.

The holdThe price holds for 14 days, no deposit. You pick a time for the call; a copy of your sheet follows by email, usually within a day.
The call ends one of three ways
  1. It’s what you ticked, and we start.
  2. The cause is different, so the fix is swapped at its listed price.
  3. You’re over the cap, so the extra goes in writing before anything starts.
PayingOne invoice, paid before work starts.
05 · Often built with

Two fixes together share the setup.

Taken together, one kickoff and one handover do for both, so the second fix comes off $130. Where the two share real work, that comes off as well, on its own line.

// Not sure it’s this one

Can’t name it? Start with the Leak Cost Check.

Ten questions and four numbers, no email, a figure on it. If that still doesn’t settle it, Find the leak is seven days in your own CRM for $1,550, and it goes toward the fixes you start inside 30 days.