Description

If you're running deals out of your head or a messy spreadsheet, you're losing revenue to silence — deals that stall because a follow-up slipped, and a forecast that's really just a gut feeling. This builds you a pipeline dashboard that shows what's actually going to close, weighted and honest, plus a Claude project that drafts follow-ups from your deal notes and flags anything that's gone quiet. Built for a founder, consultant, or small team who doesn't need — or want to pay for — Salesforce. WHAT'S INCLUDED • Live working session, screen-shared — we build it together. • Your pipeline dashboard: deals by stage, value, probability, close date, next action, and owner. • A weighted forecast and stage-conversion view — what's really going to close, not what you hope. • A Claude project that drafts follow-ups from your deal notes and flags deals that have gone quiet. • Your real pipeline, loaded live, so you leave running an actual review. • Optional weekly pipeline-review ritual and a simple win/loss log. • 48-hour post-build support window. BEST FIT IF • You're a founder, consultant, or solo seller running deals out of your head or a messy sheet. • You want a real forecast — weighted and honest — not a gut feeling. • You keep losing deals to silence because follow-up slips. • You don't need, or want to pay for, Salesforce. NOT A FIT IF • You have a sales team of ten-plus with complex territories and reporting — you've outgrown this; get a full CRM. • You want leads generated or calls made — I build the system, not your sales motion. • You need deep integrations with billing or ERP — this is a fast, owned, standalone dashboard. HOW IT WORKS 1. Pre-call brief (~24h before): your sales stages, deal sources, and what you need to see. 2. Live build (1–10h by tier): we build the pipeline, forecast, and Claude follow-up project together. 3. Your real pipeline, live: we load actual deals so you leave running a real review, not a demo. 4. You leave with the keys: the whole system is yours, plus the weekly review ritual. 5. 48-hour post-build support window — anything breaks, message me and we fix it. Tiers run from a 1-hour scoping consult to a full 10-hour build with the follow-up engine, win/loss log, and a follow-up session. Pick your tier below.