Sales Funnel & CRM Setup Services
We design and build your end-to-end sales engine — CRM configuration, pipeline architecture, lead scoring models, automated email sequences, and reporting dashboards. Whether you use HubSpot, Salesforce, or Pipedrive, we implement the infrastructure so every lead is tracked, nurtured, and handed off with full visibility from first touch to closed deal.
Request a Consultation
Related service paths
What We Deliver
CRM platform selection (if needed), configuration, and pipeline architecture design
Lead scoring model setup based on firmographics, behaviour, and engagement signals
Email nurture sequence build — welcome flows, follow-ups, and deal-stage triggers
Reporting dashboard setup covering pipeline value, velocity, and conversion rates
Investment
Transparent pricing — no hidden fees
£2,200 – £3,200 one-time
Full CRM configuration, 3 automated sequences, lead scoring, integrations, team training, and 30-day post-setup support all included.
Bundle & save: CRM Management — ongoing management from £600/mo
Who This Is For
- Growing B2B companies with leads falling through the cracks due to no formal pipeline
- Teams using spreadsheets or an unconfigured CRM that does not reflect their actual sales process
- Sales leaders wanting lead scoring, automated follow-ups, and real-time pipeline visibility
- Companies preparing to scale hiring or investor reporting and needing clean sales data
Not the Right Fit If…
Companies with a well-configured CRM already in place, or very early-stage businesses with fewer than 10 active deals.
Why Partner With Us
Proven Track Record
20+ years delivering measurable outcomes for clients across the US, UK, Canada, and Australia.
Fast Time to Results
Most engagements reach first measurable outcomes within 2–4 weeks of kickoff.
Goal-Aligned Execution
Every engagement is scoped to your specific business objectives — not generic templates.
Long-Term Partnership
98% client satisfaction. We grow alongside your business and adapt as requirements evolve.
Our Process
Discovery
Understanding your goals, constraints, and market
Planning
Developing a custom strategy and roadmap
Execution
Building and launching your solution
Optimization
Monitoring, reporting, and continuous improvement
Frequently Asked Questions
Which CRM platforms do you set up?+
We primarily work with HubSpot, Salesforce, Pipedrive, and Zoho — selecting and configuring the right platform based on your team size and sales process.
What is included in a full sales funnel setup?+
A full engagement covers CRM pipeline design, lead scoring model, automated email sequences, deal stage workflows, and reporting dashboards.
Do you train the sales team on the new setup?+
Yes. We include workflow walkthroughs and documentation so the sales team can manage the system independently after handoff.
Book a Free Strategy Call
Tell us about your goals — we'll scope a tailored engagement and get you started within days.
Book a Free Strategy Call