Built a visible sales operating system for the CEO.
Visibility and forecast metrics compare the previous no-proof sales process with the Pipedrive and Slack reporting system after rebuild.
The Context
The owner was funding sales activity but lacked a reliable view of work, pipeline health and forecast. We made the process visible in Pipedrive and Slack.
The Problem
No consistent proof of activity.
Sales activity was discussed in meetings, but call logs, recordings and pipeline evidence were inconsistent.
No consistent sales method.
Calls, proposals and follow-up varied by person.
Expansion needed an early signal.
The USA motion needed a fast way to show whether it was worth continued investment.
A sales process the CEO can inspect
We rebuilt the sales process into visible stages, assets and reporting.
What we built
Pipedrive with three pipelines: Estonia, USA and current clients.
Sales kit: call scripts, proposal structure and sales deck.
Daily Slack reporting from Pipedrive, so activity and ownership stay visible.
The mechanics
Financial Impact
The team avoided spending months funding a channel that was not showing proof.
1-2 meetings every few days, tracked from activity to pipeline.
*Simplified visualization of the actual solution delivered.