Clarify the Funnel
Create shared visibility into lead stages, ownership, follow-up, and next actions.
Specialty Sprint
CRM & Automation
Sprint
30 Days to Streamline Your Funnel
A focused 30-day Sprint to improve pipeline visibility, reduce manual follow-up, and build a system that captures more leads and converts them consistently.
Pipeline Overview
Automation Workflow
Follow-Up Rate78%
Conversion Rate24%
Reduce Manual Work
Identify practical automation opportunities that save time and protect revenue.
Improve Conversion
Build a follow-up system that keeps qualified opportunities moving.
What We Evaluate
A focused review of the systems behind the outcome.
CRM Systems Review
Assess the current CRM structure, configuration, data health, and usage.
Pipeline Design
Recommend stages, fields, views, and ownership rules aligned to the sales process.
Lead Capture Review
Map lead sources, forms, landing pages, routing, and capture points.
Follow-Up Workflows
Review timing, cadence, sequences, and responsibilities across channels.
Automation Opportunities
Identify repetitive tasks that can be automated safely and practically.
Reporting & Dashboards
Recommend reporting for pipeline health, conversion, activity, and revenue forecasting.
Data Hygiene
Review field completeness, duplication, and standards for cleaner decision-making.
30-Day Action Plan
Prioritize quick wins, system updates, and implementation steps.
The 30-Day Process
Clear stages. Defined decisions. Useful output.
Week 1
Discover & Assess
Review the CRM, data, lead flow, ownership, goals, and current friction.
Week 2
Design & Prioritize
Map the ideal pipeline, identify automation opportunities, and prioritize quick wins.
Week 3
Guide & Configure
Provide step-by-step implementation guidance for key CRM and workflow updates.
Week 4
Review & Plan
Validate progress, refine reporting, and finalize the 30-day action plan.
Deliverables
Everything needed to turn insight into action.
- CRM systems review and findings
- Funnel assessment and recommendations
- Workflow map and process documentation
- Automation implementation plan
- Reporting and dashboard setup guidance
- Next-step roadmap and priorities
Designed For
Lean teams ready to scale without adding unnecessary manual work.
A cleaner funnel, smarter automation, and a prioritized implementation plan.
Ready to Move?
Turn the next 30 days into a clearer next stage.
Reserve the Sprint online. After purchase, Saltwater will email the private link to schedule your kickoff call.
