Fixed scope | usually 3 to 4 weeks
CRM Pipeline Rescue
CRM Pipeline Rescue maps the current commercial process, redesigns one primary pipeline, establishes clear ownership, configures agreed follow-up automation, and builds one practical management view.
Fixed scope and a fixed price, quoted after the initial review. Delivered remotely across Australia, with on-site sessions available in Melbourne when useful.
The person who cannot get a straight answer.
Usually an owner, general manager or sales manager in a manufacturer, industrial distributor, engineering supplier or technical service business — who cannot reliably see:
- Which opportunities are real
- Which quotes need follow-up
- Who owns each enquiry
- Why deals are being lost
- Whether the CRM data can be trusted
- Whether reported pipeline value reflects reality
Nine deliverables. Nothing vague.
Everything below is included within the agreed scope. You receive a configured system, written operating rules and a team handover session, not only a report.
Commercial-process interview
How work actually moves from enquiry to order — not how the org chart says it does.
Existing CRM and pipeline audit
What the data says, where it is wrong, and which reports are currently misleading you.
Practical pipeline-stage redesign
Stages tied to real buyer commitment, with exit criteria that do not need interpreting.
Ownership and follow-up rules
One named owner per enquiry and per open quote, with a defined next action and date.
Priority data clean-up
Critical fields and agreed open opportunities cleaned or mapped for correction. Large historical clean-ups and migrations are outside the standard scope.
Critical follow-up automations
Up to three agreed reminders or handoffs, configured and tested before activation.
One management dashboard
Pipeline, ageing, ownership and loss reasons using the reliable data available from the current system.
Team handover
A working session plus written rules, so the process does not depend on remembering a meeting.
Thirty days of stabilisation support
Two scheduled check-ins and minor configuration adjustments during the first 30 days. New workflows and additional scope are quoted separately.
What the standard engagement covers.
A fixed-scope engagement, normally delivered over three to four weeks, covering:
- One business unit
- One existing CRM
- One primary sales pipeline
- Typically 3 to 15 users
- Agreed open opportunities and critical fields
- Up to three follow-up automations
- One management dashboard
- One team handover session
- Two stabilisation check-ins during the following 30 days
Final scope depends on the existing platform, data volume, integrations and access confirmed during the Pipeline Review.
What happens, and when.
- Week 1
Understand and audit
Commercial-process interviews, read-only system access and review of the current pipeline, data and reports.
- Week 2
Design and approve
Agree the new stages, exit criteria, ownership rules, required fields and follow-up controls before production changes begin.
- Week 3
Configure and verify
Configure the agreed changes, clean or map the in-scope records, build the dashboard and test automations.
- Week 4
Handover
Verify the configured process, provide written operating rules and complete the team handover session.
- +30 days
Stabilise
Two scheduled check-ins and minor adjustments within the agreed scope.
How changes are controlled.
- The audit begins with read-only access
- An export or backup is taken before approved production changes
- No automation is activated without approval and testing
- Changes are recorded and verified
- Temporary access is removed when the engagement ends
What this is not.
Saying this plainly is what makes the rest credible. This engagement does not include:
- Complete ERP replacement
- Custom software development
- Lead generation or outbound prospecting
- Advanced cybersecurity
- 24-hour IT support
- Any guarantee of revenue
- Large historical data migration
- Replacement of the existing CRM
- Complex integrations or a custom data warehouse
- Additional business units or pipelines outside the agreed scope
Fixed price, quoted after the review.
The initial Pipeline Review is a fit and scope assessment based on the information provided. It is not the paid CRM audit. If the problem fits the service, the next step is a fixed-scope proposal covering inclusions, timing and price.
Start with a Pipeline Review.
Share what your business does, roughly how many people use the process, your current CRM and where opportunities are getting stuck.