You will get a complete sales process audit with an action plan to fix pipeline leaks
Project details
Is your sales pipeline leaking revenue? Most growing B2B companies lose 20-30% of potential deals because their sales process has gaps they cannot see: leads falling through cracks, deals stalling without follow-up, no clear stages, and reporting that shows what happened instead of what will happen.
I have spent 15+ years building and fixing sales operations at companies like APM Terminals (Maersk), Nestle, and Dow Chemical. I know exactly where B2B sales processes break and how to fix them.
What you get: A thorough audit of your sales process, pipeline structure, CRM setup (or spreadsheet tracking), data quality, and team activities. Then a clear, prioritized action plan telling you exactly what to fix first for maximum revenue impact.
This is not a generic template. It is a custom diagnostic based on YOUR business, YOUR data, and YOUR team.
Ideal for: B2B companies with 5-50 salespeople who know something is broken but are not sure where. Companies preparing to implement or optimize a CRM. Sales leaders who want an outside expert perspective.
After the audit, many clients choose to have me implement the recommendations but there is no obligation. The audit stands on its own.
I have spent 15+ years building and fixing sales operations at companies like APM Terminals (Maersk), Nestle, and Dow Chemical. I know exactly where B2B sales processes break and how to fix them.
What you get: A thorough audit of your sales process, pipeline structure, CRM setup (or spreadsheet tracking), data quality, and team activities. Then a clear, prioritized action plan telling you exactly what to fix first for maximum revenue impact.
This is not a generic template. It is a custom diagnostic based on YOUR business, YOUR data, and YOUR team.
Ideal for: B2B companies with 5-50 salespeople who know something is broken but are not sure where. Companies preparing to implement or optimize a CRM. Sales leaders who want an outside expert perspective.
After the audit, many clients choose to have me implement the recommendations but there is no obligation. The audit stands on its own.
Project Type
Business ConsultingWhat's included
| Service Tiers |
Starter
$500
|
Standard
$850
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 0 | 0 | 0 |
Frequently asked questions
About Chinenye
Sales Operations & CRM Consultant | Salesforce | Excel Pipelines
Ikeja, Nigeria - 8:19 am local time
If your sales pipeline is messy, your CRM is underutilized, your team lacks clear processes, or you need someone to own sales operations without a full-time hire — I can help.
WHAT I DO:
• Sales Process Design & Optimization — pipeline stages, lead scoring, deal flow, forecasting frameworks
• Salesforce Administration — setup, customization, integration with other systems, data cleanup, reporting dashboards
• Sales Operations Management (Virtual) — ongoing pipeline hygiene, weekly reporting, KPI tracking, forecast preparation
• Commercial Analytics — customer segmentation, pricing analysis, revenue optimization, win/loss analysis
• Sales Capability Building — process documentation, SOPs, playbooks, training materials, onboarding guides
• CRM Integration — connecting Salesforce with ERP, billing, and operational systems
• Excel Sales Pipeline Systems — for teams not ready for CRM software, I build structured pipeline trackers, Power Query dashboards, and automated reporting directly in Excel
RECENT RESULTS:
• Designed a sales capability framework described as 'best practice' across an international port terminal operator with 50+ terminals globally
• Integrated Salesforce with other terminal operating systems, enabling real-time commercial analytics for the first time in company history
• Led commercial pipeline budget preparation and revenue forecasting across multi-terminal operations
• Built customer segmentation models that transformed how the commercial team prioritized accounts
• Implemented Lean/Kaizen methodology in commercial operations, delivering measurable cost reductions
HOW I WORK:
For consulting projects, I start with a diagnostic: understanding your current sales process, CRM setup, and team structure. I deliver a clear action plan with priorities, then execute alongside your team. For ongoing virtual sales ops support, I work 5-15 hours per week handling Salesforce admin, pipeline reporting, and process maintenance — like having a fractional Sales Operations Manager on your team.
I am particularly effective with growing B2B companies ($500K-$10M revenue) that have outgrown informal sales processes but are not ready for a full-time sales operations hire. Not ready for Salesforce? I can build you a powerful sales pipeline system directly in Excel with Power Query automation — your team keeps using the tool they already know.
Tools: Salesforce, SAP, Microsoft Dynamics, Power BI, Advanced Excel, Power Query, Python for data analysis
Let us talk about what is slowing your sales team down. I am usually available for a quick introductory call within 48 hours.
Steps for completing your project
After purchasing the project, send requirements so Chinenye can start the project.
Delivery time starts when Chinenye receives requirements from you.
Chinenye works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery Call & Data Access
30-minute call to understand your sales process, team structure, and pain points. You provide access to your CRM or share your pipeline tracking method.
Audit & Analysis
I review your pipeline stages, CRM configuration, data quality, sales activities, and reporting. I identify gaps, bottlenecks, and quick wins.