/
Priming the engine
I rewire your HubSpot or Salesforce in two weeks so leads get followed up, you can see your pipeline, and you know which marketing brought in the business. One price. No retainer.
The problem
Somebody set it up a while back. Maybe you, maybe the person before you, maybe the vendor on day one. Contacts go in. A few deals get created. Then everyone goes back to doing the work, and the system sits there.
So a referral comes in and lives in your head until you get to it. The website form goes somewhere, and you find out it went somewhere when a prospect asks why nobody called. You know roughly what's in the pipeline because you're the pipeline. And when you wonder whether the event, the ads, or the referrals are actually bringing in clients, the honest answer is a feeling.
Nobody did anything wrong. You've been busy closing and delivering, which is the job. That's exactly why it never gets fixed. There's no bad decision to point at and no day it broke.
The cost isn't the admin. It's that you can't tell what's working, so you can't do more of it.
RevEngine
I go into the HubSpot or Salesforce you already have and wire it to the way you actually sell. If you have nothing yet, I start you on HubSpot in your name. Either way, two weeks later it runs without you.
I don't sell software and I don't do monthly retainers. You pay once, the system is yours, and I'm done unless you want me back for the next thing.
What you get
Every way a lead reaches you, website, referral, event, your own inbox, lands in one place and alerts the right person the same day. If nobody gets to it, a short follow-up series goes out from you until they reply or book. Nothing slips because you were on a job.
Deal stages that match how you actually sell, so the pipeline means something when you open it on a Tuesday. Deals going quiet get flagged while there's still time. Anyone who sells works from the same board.
Every deal carries its source. Referral, event, ads, website, partner. At the end of the quarter you can see who's sending you work, what each channel cost per new client, and what to do more of. You can also go thank the right people.
I built a company's HubSpot as a marketing director, and then I had to talk our own sales team into using it. That was harder than building it.
People resist because most CRMs only give value upward. It takes their time and hands the benefit to someone else. That's a design problem, not a discipline problem, so I build for it. The system gives something back to the person doing the typing: the next follow-up queued, the quiet deal flagged, the referral source already filled in.
You don't end up being the person nagging adults about data entry.
And one dashboard
All of it lands on a single screen you can open on your phone. That's usually the part people don't expect.
How it works
Twenty minutes. You'll leave knowing what the two weeks cover, what it costs, and your start date.
I wire every lead source into the system, build the pipeline around how you sell, and put a source on every deal. You spend about two hours with me.
The dashboard, the follow-up series, and training for whoever sells. Two written pages so anyone can run it. Then it's yours.
Investment
Live means the system is ready for daily use with the follow-up and the dashboard built, and that definition goes in the contract with the date.
No retainer. If you want me back later for the next thing, a new product, a second business line, a rep who just started, it's another two-week engagement at the same price. You're never on a monthly bill waiting to see if it was worth it.
For comparison. One lost client usually costs more than this. A part-time admin runs more than this every quarter and still needs someone to tell them what to build.
If you wait
Tracking starts when the system starts. A clean setup can tell you where every client came from going forward. It can't tell you about last year, and anyone promising that is guessing.
Every month on the current setup is another month of deals recorded in a shape you can't look back on. Set it up this quarter and by spring you're deciding next year's spend from what actually happened instead of what you remember.
It never looks like a crisis. It looks like a year that didn't go the way it should have.
Who you're working with
I ran my own company for ten years. Then I was Marketing Director at a B2B agency, where I built their first real revenue system on HubSpot along with the reporting leadership used to make decisions, and ran the growth strategy behind their first million dollar quarter.
So when you tell me the pipeline lives in your head and the referrals live in your inbox, I know what that costs you. I've been the one closing and delivering at the same time, and I've been the one who had to report on it anyway.
You work with me directly, which is why I only take two starts a month.
Who this is for
You run a business with 10 to 50 people. You or one other person does the selling. Leads come in from referrals, your website, events, or marketing you're paying for, and nobody owns the CRM. You're on HubSpot or Salesforce, or you're ready to be.
You don't have leads coming in yet. You grow entirely by referral and you're happy with that. Or you need someone in the system every day, in which case you need a hire, and I'll tell you that on the call.
You probably only need the follow-up piece. That's a smaller version of this. Ask me on the call.
FAQ
Twenty minutes. You'll leave knowing what the two weeks cover, what it costs, and your start date. If I'm not the right fit for you, I'll tell you on the call.
Book the Call