We design your sales process first, the tool second. A CRM that faithfully describes how you sell fills itself in.
Who it's for.
- The 2–20 person sales team
- The owner whose pipeline lives in heads and spreadsheets
- The company that owes credible forecasts to a board, a bank or an investor
The problem we solve.
Most CRM rollouts fail for one reason: the tool imposes a process the team doesn't recognize, so the team stops filling it in, and the data goes false. A false forecast is worse than no forecast.
What you get.
- Pipeline stages with an objective exit criterion per stage
- CRM configuration
- Automated follow-up sequences
- EN and FR email templates
- Forecast dashboard: weighted, not optimistic
- Integrations: site forms, invoicing, calendar
- Training and a 30-60-90 day adoption plan
How it runs.
What we don't do.
- We don't install a CRM as surveillance: it guarantees adoption failure
- No purchased lists or non-consented outreach — CASL applies, and the fines are real
- We don't configure a mandatory field nobody will ever read
Starting point.
Fixed-price two-week sales process workshop. Configuration, integration and 90-day adoption support quoted after the workshop. Expect two to three months from the first workshop to a team that fills the CRM unprompted.
Bilingual by default. Compliance scoped from day one.
Law 25, PIPEDA and GDPR enter the scope, not the change order: consent records, data minimization, data residency in Canada or the EU, incident procedure. It isn't a line item — it's a design constraint.
How we handle compliance