Sales cycle 35% faster, lost leads down 80%, across six businesses

Context

A venture portfolio of six operating businesses with no documented systems: leads tracked in inboxes and spreadsheets, handoffs between sales, delivery, finance and marketing done by memory, and no shared view of pipeline health. One operator was responsible for all of it.

The decision

Patch each business with its own spreadsheet fixes, or build one CRM and pipeline architecture with shared stages, lead scoring and status rules, and write the operating procedures so the six teams ran the same way?

What was built

A CRM rebuilt from scratch with full pipeline architecture, lead scoring, deal tracking and reporting across the six businesses; a cross-department SOP library covering inbound handling, qualification, handoff, renewal and reporting cadence; aligned touchpoints between sales, delivery, finance and marketing; and a weekly KPI dashboard for pipeline health, conversion rates and revenue forecasts.

What it demonstrates

Operating foundations built by a single-person operations team and sustained for six years. Pipeline visibility as the lever for cycle time. Structured follow-up and status rules as the lever for lost leads.