The Sales Nerd
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What we do

The system work, end to end.

From a CRM nobody trusts to one that runs the business. Five services, one throughline: your revenue system should be the reason the number grows, not the thing the team fights every morning.

01 Start here

System Audit

A system nobody trusts A map of exactly where revenue leaks out

Before anyone touches a build, we find out what is actually broken, and what it is costing you. No 40-page slideware. A ranked list of the gaps, worst first.

We open the hood so you stop guessing which wire is on fire.

What's included

  • Full read of your CRM, data model, and funnel as it really runs
  • Lifecycle and stage-definition teardown (where the forecast goes fictional)
  • Data-integrity and reporting-trust check across both platforms
  • Gaps ranked by dollar impact, not by how scary they look
Who it's for

Teams who suspect the system is the bottleneck but cannot prove where. If two dashboards never agree, this is your door.

The outcome

A prioritized fix list you could hand to any operator and they would know what to do Monday morning.

Not sure the system is the problem? Score it in two minutes
02 The rebuild

Funnel Redesign

A funnel that fights your reps A pipeline that mirrors how you actually sell

Stages that mean the same thing to everyone. Handoffs that stop dropping leads into the void. A funnel built around your real motion, not the demo data the tool shipped with.

Your stages should describe the deal, not start an argument.

What's included

  • Lifecycle stages redesigned to match how deals truly move
  • Marketing-to-sales handoff rebuilt so nothing falls in the gap
  • Entry, exit, and conversion criteria your whole team agrees on
  • A forecast that holds because the stages finally reflect reality
Who it's for

Revenue leaders whose stages are interpreted six different ways by six different reps, so the forecast is a vibe.

The outcome

One funnel everyone reads the same way, and a forecast your board stops sandbagging in their heads.

See where your funnel leaks today, take the funnel check
03 The receipts

Attribution & Reporting

Marketing spend you cannot defend Every dollar traced to the deal it drove

Reporting wired straight to the source of truth, so every number traces back. The kind of attribution that survives a skeptical CFO and a Tuesday QBR.

Attribution should be a receipt, not a séance.

What's included

  • Attribution model fit to your motion (first-touch, multi-touch, the honest one)
  • Reporting layer wired to the real source of truth, not a spreadsheet shadow copy
  • Dashboards your exec team trusts because the math is auditable
  • Marketing-influence reporting that holds up when budget is on the line
Who it's for

Marketing and RevOps leaders who get asked "what did that spend actually do" and currently have to wing it.

The outcome

A reporting layer where every number has a paper trail, so the budget conversation stops being a knife fight.

Wondering if your numbers hold up? Take the funnel check
04 The plumbing

Growth Stack Optimization

Seven tools, zero system One connected operating system

You bought the tools. They never became one system. We stitch Salesforce, HubSpot, and the rest into a single operating layer instead of a pile of disconnected logins and duct-taped Zaps.

A pile of best-in-class tools is still a pile.

What's included

  • Integration architecture across Salesforce, HubSpot, and your supporting stack
  • Data flowing one direction with one source of truth, not five competing ones
  • Dedupe, sync, and routing that stop fighting each other at 2am
  • Tooling consolidation: keep what earns its seat, retire what does not
Who it's for

Teams who keep buying the next tool to fix the last tool, and now run a Frankenstack nobody fully understands.

The outcome

A stack that behaves like one system, so your team stops being the integration layer.

Curious where the stack drops the ball? Take the funnel check
05 The landing

Change Management

A build the team works around A system the team actually runs

The best system on earth is worthless if the team works around it. We bake adoption in from day one, so the thing we ship is the thing your team runs, long after we leave.

A system nobody uses is just an expensive museum exhibit.

What's included

  • Adoption designed in from the first stage, not bolted on at go-live
  • Enablement and documentation written for humans, not for the audit
  • Rollout sequencing so the change lands instead of detonating
  • Post-launch support until your team runs it without us in the room
Who it's for

Leaders who have been burned by a beautiful implementation the team quietly abandoned within a quarter.

The outcome

A system your team owns and uses by choice, the only kind of build that survives.

See where adoption breaks down first, take the funnel check

Ready to make the CRM earn its keep?

Book a call and we'll show you where your system is leaking, in the first conversation. No séance required.

Book a call Take the 2-minute funnel check →