Revenue Engine Setup

• Every rep works deals their own way, so nothing is comparable.
• Handoffs between marketing, sales, and delivery lose context.
• Reporting has to be rebuilt by hand each month.
• Automation was bolted on and now creates more noise than leverage.

• Stage definitions and exit criteria your team agrees to
• CRM rebuild: pipelines, properties, required fields, and views
• Follow-up cadences with owners and timers, not reminders in someone's head
• Lead routing and qualification rules
• Automation for logging, task creation, and stage hygiene
• Core dashboards for pipeline, activity, and conversion
• Team enablement so the system survives after we leave

CRM

HubSpot-first, adaptable to Pipedrive or Zoho

Outreach

Sequencing and inbox setup wired back into CRM

Automation

Native CRM workflows plus Make or n8n where needed

Reporting

Pipeline, source, and follow-up dashboards

1. 01Configured CRM with documented stage model
2. 02Live follow-up cadences and routing rules
3. 03Dashboard set for pipeline, activity, and conversion
4. 04Runbook and short training recordings for the team

• Usually comes beforeRevenue AuditKnow exactly what is slowing revenue before you spend on fixing it.
• Usually comes afterManaged Revenue OperationsSomeone owns the revenue engine every week, so discipline does not decay.
• Pairs withCRM & Follow-Up SystemsStop losing deals to silence between touches.

See which activities in this stack can run on agents, which stay human, and what the monthly run rate looks like across a multi-brand group.