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// EXECUTION MODULES — 06
CRM Setup
One source of data for sales.
Builds a CRM structure that matches how you actually close deals, so sales works from one shared source of data.
SIGNALS YOU NEED THIS
▸Lead data is scattered across spreadsheets and chats.
▸Every salesperson tracks things their own way.
▸The owner can’t see the pipeline in real time.
WHAT CHANGES AFTER GOING LIVE
▪All lead and pipeline data lives in one system.
▪Sales follows one consistent recording structure.
▪The owner has real-time pipeline visibility.
HOW THIS SYSTEM WORKS
- 01
Map the closing process as it actually happens.
- 02
Design the CRM structure to match that process.
- 03
Migrate existing data into the new structure.
- 04
Train the sales team on the new system.
09:00:00 [STEP 01] Map the closing process as it actually happens.
10:13:37 [STEP 02] Design the CRM structure to match that process.
11:26:14 [STEP 03] Migrate existing data into the new structure.
12:39:51 [STEP 04] Train the sales team on the new system.
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