Outcome
Stand up a real operating system for your business in days: outreach → CRM tracking → execution → records discipline.
What you’ll leave with
• CRM pipeline map (stages + definitions + next actions)
• Execution board (weekly engine + recurring tasks)
• M365 KB/Records structure + naming conventions + versioned templates
• Sales scripts (door knock, follow-up email, follow-up call)
• Weekly scorecard (leads, meetings, conversions, revenue)
Fulfillment
Finalization Form required. Provisioning within 1 business day after submission.
Scope Notice
Operational support + templates only. No regulated advice. No guaranteed outcomes.
Who it’s for
Adults (18+) founders and operators who need structure, not hype.
Outcome
Stand up a real operating system for your business in days: outreach → CRM tracking → execution → records discipline.
What you’ll leave with
• CRM pipeline map (stages + definitions + next actions)
• Execution board (weekly engine + recurring tasks)
• M365 KB/Records structure + naming conventions + versioned templates
• Sales scripts (door knock, follow-up email, follow-up call)
• Weekly scorecard (leads, meetings, conversions, revenue)
Fulfillment
Finalization Form required. Provisioning within 1 business day after submission.
Scope Notice
Operational support + templates only. No regulated advice. No guaranteed outcomes.
Who it’s for
Adults (18+) founders and operators who need structure, not hype.
