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The Challenge
Skills
The Solution
The Result

The Challenge

There was no CRM in place, and the sales process was scattered across spreadsheets, Google Docs, emails, and multiple disconnected tools. This meant nothing was centralised, and the sales reps had no structured way to manage leads or access client information during calls without searching through multiple documents.

The sales reps weren't just selling for one company. They handled calls on behalf of multiple client businesses, which required them to have instant access to each client’s offers, pricing, and payment links during live calls. 

Without a unified CRM, finding this information required searching through various files and tools prior to the call to prepare everything, which slowed down the sales process and increased errors.

As a result:

• The sales reps had to spend a minimum of 30 minutes prep per call searching for client details, offers, pricing, and payment links, massively slowing down the sales process and limiting daily call volume.
• Manual admin consumed hours each day

How I work

Step 1: CRM Architecture
Designed a centralised CRM structure with clear pipelines, deal stages, custom properties, tagging, and segmentation, built specifically to support multiple businesses within one system.

Step 2: Workflow Automation
Automated lead routing, task creation, reminders, and follow-up sequences so no lead required manual chasing and nothing slipped through the cracks.

Step 3: Sales Process Design
Mapped call workflows and centralised all client-specific information into a single CRM view tied to each lead, giving sales reps instant access to the correct brand, offer, pricing, and payment link during live calls without searching.

This reduced call preparation time, increased daily call capacity, and gave the sales rep confidence and speed during live sales conversations.

Tools:
HubSpot CRM
Calendly

The Solution

Architected and built a complete HubSpot CRM from scratch, fully customised around the sales rep’s real operational process. This included mapping their call workflows, integrating Calendly into HubSpot, creating dedicated pipelines for each business they handled, and structuring all client data for instant access during live calls.

• Designed sales and onboarding pipelines from scratch
• Designed custom deal stages, properties, and automated workflows
• Implemented automated tasks, reminders, and notifications to speed up follow-up
• A client-profile tagging system, where every lead was automatically tagged to the correct client company, so the reps instantly knew which business they were representing.
• A quick-access sales view containing: Company information, active offers, pricing, payment links, and key documents. All displayed in a single screen so the rep could access everything within one click while on a live call.
• Automated lead enrichment. Enriched lead profiles before each call, giving the rep more context so he could qualify faster and close more confidently.

This transformed HubSpot from a simple database into a fully functional sales cockpit built for speed, clarity, and efficiency.

The Result

• A streamlined, intuitive CRM where the sales reps could access everything they needed in seconds.
• Less time prepping for calls and post-call admin, as the rep could instantly access all key information on one screen