11 · AI, processes, CRM and sales
Sales operations
A sales process your team can follow, and numbers that show where deals stall.
In short
Many sales teams know their numbers only roughly: how many leads came in, how many became deals, where the rest went. Sales operations makes that visible, and makes the next step obvious for every lead.
I build the systems behind it: the stages, the rules, the automation and the dashboards. There is no sales operations case in my portfolio yet, so this page describes how I would set it up.
What's included
Sales lifecycle design
The stages from first contact to renewal, and what must be true to move a deal forward.
Pipeline setup
Stages, required fields and automation in your CRM, so the pipeline reflects what is really happening.
Lead routing and scoring
Rules that score leads on fit and behaviour and send each one to the right person quickly.
Sales playbooks
Written steps, questions and templates for every stage, so new people sell the way your best people do.
KPI dashboards and reporting
Pipeline value, conversion by stage, response time and forecast, updated automatically.
How I run it
Look at the data
Past leads and deals: how they moved and where they stopped.
Design the stages
The lifecycle and the pipeline, agreed with the team that will use them.
Rules and routing
Scoring and routing set up and tested on past leads.
Playbooks
Written with the team, stage by stage.
Dashboards
KPIs defined once, reported automatically and reviewed together.
Content Monitor · Site Scanner · Polaris CMS
Run on my own tooling
Dashboards and alerts are what I build for myself. The same approach turns sales data into a daily view.
Content Monitor
The dashboard every live site is run from
Dashboards that stay current
My monitor pulls its data on schedules and shows it per site and in total; a sales dashboard works the same way, per person and per team.
Alerts on what needs action
Rules that send a message when something is overdue or missing, held during quiet hours: the same mechanism that flags a lead nobody has called.
Follow-up reminders
The outreach module sends emails during office hours, detects replies and bounces and reminds after 7 days: the core of a sales cadence.
Content pipeline
From a keyword round to a tracked post
Every item has a status
My keyword plan moves every item through statuses from 'to write' to 'live' and alerts when something is due. A sales pipeline is the same idea applied to deals.
Proof
Where this stands There is no public sales operations project to link to yet. The tooling above is real and runs every day on my own sites.
Questions
Do we need a new CRM for this?
Rarely. Most CRMs can hold a good pipeline; the work is in the stages, the rules and keeping the data current.
How is a lead score calculated?
From fit (who they are) and behaviour (what they did), weighted by what your past won deals had in common. It is tested on past leads before anyone relies on it.
Which KPIs should we track?
Start with a few: leads by source, conversion by stage, time to first response and pipeline value against target. Add more only when someone will act on them.
Related services
All services →Tell me what you need
A few lines are enough: what you want to build, fix or automate, and any date that matters. I reply in English or Polish.