Agree the pipeline
Define stages, required fields and ownership rules with the people doing the work. Make the conditions for moving a record explicit.
CRM Setup and Automation
Give every enquiry a clear owner and next step.
Organise contact data, pipeline stages and follow-up rules around the way your sales team works.
Prices cover the listed scope. Additional work and external costs are quoted separately.
A practical approach
Give every enquiry a clear owner and next step.
The CRM should reflect the way your team qualifies and follows up, with enough structure to keep records useful.
Review automation logic
Test enrolment criteria and branch decisions with representative records. Workflow testing can preview paths; verify actual task creation and notifications separately.
Prepare for daily use
Check duplicate handling, permissions and reporting definitions. Train the team on the real follow-up tasks and record who maintains the setup.
Your CRM platform and subscription determine which automation and reporting features are available.
Platform reference: HubSpot: workflow testing
CRM Setup and Automation
What we’ll deliver.
Configure one sales pipeline with clean contacts, agreed fields, lead routing and workflows supported by the selected CRM tier.
- Leads are spread across inboxes and spreadsheets.
- Pipeline stages mean different things to different people.
- You need a practical setup with training and handover.
Map the real sales stages
Define the pipeline, ten fields, record ownership and qualification rules.
How we check it
Agree each stage’s entry/exit condition and verify the required licence capabilities.
Import the approved contact data
Map and import up to 1,000 clean contacts with defined matching rules.
How we check it
Run a small test import, reconcile counts and document duplicate handling.
Connect routing and workflows
Configure up to three forms/routing rules and three licensed workflows.
How we check it
Test assignment, notifications and the intended follow-up without duplicated records.
Train the team and hand over
Build two dashboards and demonstrate creating, updating and closing an opportunity.
How we check it
Confirm staff can find their tasks and understand the agreed reporting definitions.
Your handover
Configured pipeline, import reconciliation, routing/workflow checks, two dashboards and a team training session.
Included scope and boundaries
- 1 pipeline
- up to 1,000 clean contacts
- 10 fields
- 3 lead forms/routing rules
- up to 3 workflows only if licensed
- 2 dashboards
- 1 training/handover session
Outside this scope: Paid seats, custom API work, unlimited data cleanup and unsupported subscription-tier features
Scope and investment
Plan the work and the budget together.
$1,500 – $3,500 / setup
3–5 weeks after clean data and access
Additional costs
Optional support $250 – $600 / month; seats/licences separate
What changes the cost?
Required automation must be supported by the selected CRM subscription. Data cleanup, additional systems and more complex sales processes change the scope.
Working with your budget
If the full scope is beyond your budget, we’ll prioritise the most useful work and agree a smaller first phase with you.
What we need from you
- CRM/tier
- users/data volume
- sales stages
Share what is available. We’ll identify any missing access or inputs during scoping.
Published prices apply to the listed scope. Deliverables, timing, revisions and external costs are confirmed before work starts.
View a delivery checklist for this service
A sales pipeline and adoption plan
An illustrative delivery approach to help you review the scope. This is a planning example, not a client case study.
| Stage | Example work | Acceptance or decision |
|---|---|---|
| Enquiry | Create one contact/deal with source, service requested and assigned owner. | Test required fields and duplicate matching. |
| Qualification | The owner records fit and moves the opportunity to the agreed next stage. | Define stage entry/exit rules and follow-up responsibility. |
| Training | A team member creates, updates and closes an example opportunity. | Confirm they can find their tasks and interpret the agreed dashboard. |
View illustrative platform examples
Tools and delivery
Platform examples
Illustrative platform screens show the type of work and reporting. These are not client results.
HubSpot
Lead ownership and deal pipeline
Give each enquiry an owner, a next action and a clearly defined stage.
n8n
Lead routing and exception handling
Inspect validation, duplicate checks, destinations and exception handling.
Looker Studio
Marketing overview dashboard
Connect channel activity, enquiry quality and spend in one reporting view.
Calendly
Appointment availability and booking
Connect available slots with service details and confirmation rules.
Optional delivery walkthroughs · illustrative
Project walkthroughs
All project walkthroughsFrom idea to something you can inspect.
Explore eight illustrative projects, from the initial brief to delivery and acceptance. Businesses and data in these walkthroughs are fictional.
AI and operations
Oakline Service Group
A dependable handoff from first enquiry to appointment.
Illustrative project
Explore the walkthroughCompare related services
- Handle incoming calls
Voice workflow, booking and human fallback.
- Connect order confirmations
Messaging, writeback and exception handling.
- Connect two systems
A defined one-way data flow.
Before you decide
Questions worth asking.
Can you set this up around my sales process and train my team?
The setup is built around one agreed sales pipeline, up to 1,000 clean contacts, ten fields, the listed forms/rules and licensed workflows. Map the team’s real stages and ownership before configuration. Training and two dashboards are included in the starting scope; software licences and extensive data cleanup are additional.
Will this work on my CRM subscription?
Check the exact platform and tier against required automation, reporting and integration features before quoting. HubSpot-style visuals illustrate the workflow; they do not establish compatibility with every CRM or licence.
How do you avoid a messy migration?
Agree a field map, unique record key, duplicate rules and a small test import. Reconcile counts and inspect sample records before importing the approved dataset. Document exclusions and retain the original source securely under agreed access rules.
What is the starting budget and what is separate?
$1,500 – $3,500 / setup. Optional support $250 – $600 / month; seats/licences separate These are published USD prices. The written quote must state the complete cost, payment schedule and applicable taxes.
When can the work begin and what do you need from me?
3–5 weeks after clean data and access. To scope the work, prepare: CRM/tier; users/data volume; sales stages. The schedule starts after the required access, inputs and approvals are ready.
How are revisions, extra work and support agreed?
Use the listed deliverables and exclusions as the starting point. The quote must state acceptance checks, review rounds, payment stages, cancellation arrangements and any ongoing support. Requested additions need an agreed cost and schedule before implementation.
Getting started
Keep exploring
Your next useful step.
guide
CRM implementation checklist
Explore guideLead scoring and qualification guide
Explore guideCRM and website integration guide
Explore serviceData Analytics
Explore trustHow we work
Explore directoryPortfolio and case studies
Explore case studyOakline Service Group — AI and operations
Explore templateAutomation ROI worksheet
ExploreStart with the right questions
Plan my projectLet’s scope your next step.
Tell us where you are, what needs to change, and what success would look like for your business.