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Pipeline System. No lead and no deal gets dropped.

Pipeline System sets up the part of your CRM (the system that holds your customer and deal records) that handles new business. A lead is a person or company that has shown interest, and a pipeline is the list of stages a deal moves through from first conversation to signed. You pick one of three sizes: a Sales Hub setup, lead scoring and lifecycle, or an outbound system. Each is a fixed-price project on tools you already own, and everything built is yours to keep.

from $4,000Owners and sales leaders at B2B companies whose new business depends on who remembered to follow up.

Tell us what is going wrong See what is in the box

You might be saying

“Someone filled in the form on our site days ago and nobody called them back.”
“If I stop chasing new business myself, new business stops.”
“I look at our deal stages and I cannot tell which deals are real.”

What is in the box

3 sizes. Pick the one that fits.

Sales Hub setup

$4,000from, 3 weeks

Pick this when your reps work deals from memory, inboxes and spreadsheets, and you want one place where every deal and every follow-up lives.

Pipelines set up in Sales Hub, the sales part of HubSpot, with stages that each say what must be true before a deal moves on
Sequences, which are scheduled follow-up emails a rep starts and that stop when the buyer replies
Playbooks, which are on-screen guides with the questions to ask and the notes to record on each kind of call
Dashboards, which are one-screen reports showing open deals, stalled deals and follow-up activity
Training for the reps who use all of the above

Start with this

Scoring and routing

Lead scoring and lifecycle

$6,000from, 4 weeks

Pick this when leads already arrive but they sit unassigned, go to the wrong person, or all look equally important.

A lead scoring model, which is a set of rules that ranks each lead by how closely it resembles a real buyer
A back-test of that model, meaning it is checked against deals you have already closed before anyone relies on it
Lifecycle stages, the labels that say where a contact stands from new lead to customer, with rules the CRM enforces so a stage cannot be skipped
Routing, which sends each lead to the right person automatically
SLAs on routed leads. An SLA here is a deadline for first contact, with the lead flagged when the deadline passes

Start with this

Outbound system

$6,000from, 4 weeks

Pick this when new business depends on one person's energy and you want a steady, repeatable way to start conversations with companies that have not contacted you.

A written ICP, short for ideal customer profile: the kind of company and the job titles you sell to best
An account list of companies that match the ICP
Enrichment, which fills in missing details such as contact names, job titles and email addresses
Sequences written for those contacts, which your reps review, start and reply to themselves
Sending setup, so email goes out from properly configured mailboxes, handed over to you running

Start with this

Add to any size

Team training and handover · Add this when you want runbooks (written step-by-step instructions), recorded walkthroughs and live sessions so your team can run the system without us.from $2,000

A fixed price, in writing

The prices here are starting points. You get one number in writing before any work starts.

30% waits for your test

Before kickoff we agree what done looks like. That part of the fee is due only when your test passes.

Yours to keep

Everything we build is in your accounts, with documentation your own team can run.

What you can point at when it is done

A pipeline where every stage has a written rule for leaving it, so a deal's stage tells you something
A named owner on every lead and every open deal, visible on one screen
Follow-up that runs on a schedule your team can see, not on one person's memory

What this does not cover

Software licenses and AI model spend. These are billed to you at cost and are not part of the project fee.
The selling itself. Your reps make the calls, write the replies and decide what to send. We build the system they work in.
A promised number of leads, meetings or closed deals. This product is a working system, not a guaranteed result.

How you buy it

Four steps, the same every time.

1Free auditA free 30-minute call, booked at [/contact/](/contact/). We look at how leads arrive today, who picks them up and where deals stall, then tell you which size fits or whether none does.
2Fixed quote in writingYou get a written quote that lists what will be built, what you need to provide and the acceptance test you will use to judge it. The price is fixed.
3BuildWe build on the tools you already own, using your own records and your own wording for stages and fields. Your team sees it and tests it as it takes shape.
4HandoverYou run your own acceptance test. 30% of the project fee is held until it passes. Everything built stays in your accounts and is yours to keep.

The detail, if you want it

The services behind this product, and a case study from the work.

How pricing works

HubSpot Services

Onboarding, implementation and migration, portal audits, and marketing, sales and help desk setup. Done so the numbers in HubSpot are the numbers leadership sees.

Learn more

Lead Scoring & Lifecycle

ICP fit plus behavior, back-tested against closed deals before it goes live. Lifecycle stages reps can't skip.

Learn more

RevOps analytics

763 company-yearsback-tested

The churn signal every CRM encodes, that had no signal

Read the case

Questions about this product

Which size should I start with?

Start where things get dropped. If deals live in inboxes and spreadsheets, start with the Sales Hub setup. If leads arrive but sit untouched or go to the wrong person, start with scoring and routing. If too few leads arrive at all, start with the outbound system.

Does the outbound system send emails by itself?

No. Outbound means contacting companies that have not contacted you first. We set up the list, the sequences and the mailboxes, and your reps decide who goes into a sequence, review what is sent and answer every reply. A person decides, speaks and sends.

Can The Salecopy Method be built into the pipeline?

Yes. [The Salecopy Method](/method/) is eight negotiation moves, each one written on the deal record, and its eight fields can be built into your pipeline as part of this work. If you want your team coached on using them, see [training](/training/).

What do I need to have before we start?

A CRM you already own or are ready to buy, someone on your side who can answer questions about how you sell, and access to your records. For lead scoring you also need a history of closed deals to check the model against. The free audit will tell you if anything is missing.