What it fixes
If your CRM cannot say how many leads became held estimates and sold jobs, every marketing decision is a guess. A missing source field, stale stages and no lost reasons are the usual gaps. We read your pipeline live, rank what breaks a report, and plan each change with counts and exact records. We report leads, speed, lost reasons and sold-job value from the CRM itself.
What the research says
- 37%
37% of CRM users report losing revenue as a direct result of poor data quality, in a survey of 602 CRM users.
Validity, The State of CRM Data Management in (2025) - 28%
Sales reps spend 28% of their week selling. Deal management and data entry take most of the rest.
Salesforce, State of Sales research, 2023 (7,775 sales professionals) (2023) - 1 in 4
In a secret-shopper test of mid-market and enterprise firms in tech, telecom and media, one in four never answered an inbound lead.
Conversica, Research Finds Half of Companies Are Failing Buyers and Losing Revenue Due to Poor Lead Follow Up (press release, mirrored by Sales Tech Star) (2023)
What's inside
- 01
Read your pipelines, stages and fields live
- 02
Rank the gaps that break your reports
- 03
Plan changes with exact records and counts
- 04
Fix source, owner and lost-reason fields
- 05
Read each change back after it is made
- 06
Report leads, speed, lost reasons and sold jobs
Deep-dives inside the playbook
- Lifecycle design for a local service CRM
See it in action
Our Atlanta remodeling CRM has 14 stages and I want to know which lead sources turn into sold jobs. Can you set that up?
Current state: pipelines, stages, fields and counts, read live with a time stamp. Gaps ranked by what blocks a report: a source value on phone leads, a lost reason, and two stages that mean the same thing. The change plan lists the exact objects, counts, expected readback and what needs your approval. The report has tables for source, stage, speed, lost reasons and sold jobs, each with a confidence note.
At $10M and up
How it runs in a larger operation
In a larger company, the CRM is the source of truth, and it only works if every branch uses the same stages and fields. We set one pipeline design, check it live, and report from it. The executive team gets one weekly number per location from the same definitions.
- Same stages and fields across all branches
- Source and lost reason required on every lead
- One weekly number per location, same definitions
