Specialty Sprint

CRM & Automation
Sprint

Set up a smarter CRM structure, workflow automation, and funnel clarity.

Duration
30 days
Outcome
A cleaner funnel, smarter automation, and a prioritized implementation plan

What’s Included

01

CRM Systems Review

Assess the current CRM structure, configuration, data health, and usage.

02

Pipeline Design

Recommend stages, fields, views, and ownership rules aligned to the sales process.

03

Lead Capture Review

Map lead sources, forms, landing pages, routing, and capture points.

04

Follow-Up Workflows

Review timing, cadence, sequences, and responsibilities across channels.

05

Automation Opportunities

Identify repetitive tasks that can be automated safely and practically.

06

Reporting & Dashboards

Recommend reporting for pipeline health, conversion, activity, and revenue forecasting.

07

Data Hygiene

Review field completeness, duplication, and standards for cleaner decision-making.

08

30-Day Action Plan

Prioritize quick wins, system updates, and implementation steps.

The Process

01

Week 1

Discover & Assess

Review the CRM, data, lead flow, ownership, goals, and current friction.

02

Week 2

Design & Prioritize

Map the ideal pipeline, identify automation opportunities, and prioritize quick wins.

03

Week 3

Guide & Configure

Provide step-by-step implementation guidance for key CRM and workflow updates.

04

Week 4

Review & Plan

Validate progress, refine reporting, and finalize the 30-day action plan.

Your Role

  • Grant access to the CRM and related tools
  • Share context on the sales process, team, and goals
  • Attend key review sessions and provide feedback
  • Complete agreed configuration steps between sessions

What’s Not Included

Ongoing CRM administration or broad sales execution is not included. Those services can be scoped as a separate engagement.

Kickoff Scheduling

After checkout, Saltwater will review your intake and email a private scheduling link within one business day.

Client Intake

Tell us what needs to move.

Complete this short intake, then continue to secure checkout. Your answers will be attached to the order so we can prepare before kickoff.

Business details