You will get A clean CRM pipeline with clear deal tracking and follow-up
Project details
Most CRMs aren’t broken — they’ve drifted out of sync.
Deals stop reflecting reality, follow-up lives outside the system, and reporting becomes unreliable. You can’t clearly see what’s active, what needs attention, or what’s actually moving forward.
I audit your current CRM setup to identify where your pipeline, data, and workflows have broken down — then provide a clear plan to fix it.
What I typically find:
• Pipeline stages that don’t match how deals actually move
• Duplicated or incomplete contact data
• Follow-up happening outside the CRM
• Reporting that doesn’t reflect reality
How I work:
• Review your CRM structure, pipeline, and data
• Identify gaps in follow-up and workflow
• Map a clean, usable pipeline structure
• Provide a clear, actionable fix plan
The goal is simple: when you open your CRM, you should immediately know what’s happening and what needs attention.
Deals stop reflecting reality, follow-up lives outside the system, and reporting becomes unreliable. You can’t clearly see what’s active, what needs attention, or what’s actually moving forward.
I audit your current CRM setup to identify where your pipeline, data, and workflows have broken down — then provide a clear plan to fix it.
What I typically find:
• Pipeline stages that don’t match how deals actually move
• Duplicated or incomplete contact data
• Follow-up happening outside the CRM
• Reporting that doesn’t reflect reality
How I work:
• Review your CRM structure, pipeline, and data
• Identify gaps in follow-up and workflow
• Map a clean, usable pipeline structure
• Provide a clear, actionable fix plan
The goal is simple: when you open your CRM, you should immediately know what’s happening and what needs attention.
Purpose
BusinessIndustry
Biotech, Business Services & Consulting, Data Analytics, Events Planning, Financial Services, Medical & Pharmaceutical, SoftwareLanguage
EnglishWhat's included $200
These options are included with the project scope.
$200
- Delivery Time 2 days
- Number of Revisions 1
- Formatting & Clean Up
- Project Management Support
Frequently asked questions
About Heather
CRM Specialist | Ex-Director of BD & Ops | Pipeline You Can Trust
Breslau, Canada - 11:20 am local time
Deals stop reflecting reality, follow-up lives outside the system, and reporting becomes unreliable.
I fix the underlying structure so you can clearly see what’s happening, what needs attention, and what’s actually moving toward close.
What I typically fix:
Pipelines that no longer reflect how deals actually move
Contacts and data that are duplicated, incomplete, or unreliable
Follow-up happening outside the CRM
Workflows that don’t match how the team actually operates
Reporting that doesn’t reflect reality
How I work:
Audit your current setup to identify where structure has drifted
Map a clean, usable pipeline and data structure
Rebuild the system so it reflects how your team actually works
Restore visibility so you can trust what you’re seeing
If your CRM feels messy, unreliable, or hard to use day-to-day, I can help you turn it into something you can actually trust.
Steps for completing your project
After purchasing the project, send requirements so Heather can start the project.
Delivery time starts when Heather receives requirements from you.
Heather works on your project following the steps below.
Revisions may occur after the delivery date.
CRM Review & Access
Review your current CRM setup, pipeline, and available data.
Audit & Issue Identification
Identify gaps in pipeline structure, data quality, and follow-up.