Check the fit
Start with a free 15-minute call. We then check your tools, team and requirements before quoting.
Sales systems & automation for your businessGREAT WORK.
GREAT WORK.
MESSY SALES?
LET’S FIX THAT.
We organise your CRM, follow-up tasks and sales dashboard around the tools you already use, so every enquiry has an owner and a clear next step.
MONDAY, SOMEWHERE“Who’s following up that proposal?”
A BETTER WAYOne owner.
One next step.
One place to look.
One next step.
One place to look.
YOUR TOOLS. SET UP TO HELP.Less inbox archaeology.
More clarity. ↗
More clarity. ↗
GOOD ENQUIRIES → CLEAR OWNERS → CONSISTENT FOLLOW-UP
WORKING WITH THE TOOLS YOU USE
We check compatibility and subscription requirements before we quote.
From first enquiry to a clear next stepLESS CHASING.
LESS CHASING.
MORE CONTROL.
Your team has client work to deliver. Sales follow-ups shouldn’t depend on someone remembering. We organise enquiries, proposals and next steps in the tools you already use.
01 / ENQUIRY
Give the enquiry a home.
A new enquiry enters the agreed CRM pipeline through a supported connection, such as your existing website form. The important details stay with the opportunity.
Connection example: one CRM and one additional business system. We check the form and CRM before agreeing this route.
AN EXAMPLE IN PRACTICEFictional data
North Vale Studio
StageNew enquiry
OwnerAssignment rule runs next
Next stepCreate the first contact task
Team viewEnquiry is visible in the pipeline
Four stages of one example process, not four automations. The setup includes three agreed internal workflows: enquiry ownership, proposal follow-up tasks and overdue alerts. The dashboard is included separately.
The day-to-day differenceSame team.
Same team.
Less guesswork.
Switch the view to compare an illustrative process before and after setup.
- Each enquiry has a named owner and first contact task.
- Sending a proposal creates the agreed follow-up task.
- Overdue alerts and a shared view show what needs attention.
Fictional illustration. Outcomes depend on the agreed setup and how your team uses it.
The Sales Process SetupYOUR SALES PROCESS.
YOUR SALES PROCESS.
SORTED.
£1,950
One-off fee for one sales team of up to five users.
VAT where applicable. Software and usage costs separate.
£975 to book. £975 after acceptance.
The balance follows completed checks, agreed revisions and your sign-off, and is due within seven calendar days of the invoice.
- One sales team, up to five users
- One pipeline with up to six stages
- Three agreed internal workflows
- One CRM connected to one other business system
- One CSV/Excel import, up to 250 rows
- One dashboard, up to six reports or views
- Testing, a review and one round of agreed revisions
- 60-minute team training and written handover
- 30 days of fixes for faults in our configuration
Timetable, preparation and work outside the package
Includes a 90-minute working session, a written configuration plan for your approval, testing, one review and one consolidated revision round within the agreed scope. We target ten working days once the plan is approved and payment, access, subscriptions, any accepted import file and a decision-maker are ready.
The connection uses a standard supported integration within the three workflows. Make, Zapier or n8n may act as the bridge. We check a small import sample before accepting it; existing CRM records can be used without a new import.
Extra pipelines, systems, workflows, custom integrations, extensive cleanup and bespoke software are quoted separately. Your accounts and data remain under your control.
How we workPLANNED WITH YOU.
PLANNED WITH YOU.
BUILT FOR YOUR TEAM.
A clear plan, agreed with you before we change anything.
Agree the plan
After booking, a 90-minute working session maps your sales process. You approve the written configuration plan before work begins.
Configure and test
We build the agreed setup in your tools, test it and walk you through it. One consolidated round of in-scope revisions is included.
Train and hand over
Your team gets a 60-minute training session, written operating notes and an administrator handover, followed by 30 days of configuration fault fixes.
Target delivery: ten working days once the plan is approved and all agreed prerequisites are ready.
Who this is forYOU HAVE THE WORK.
YOU HAVE THE WORK.
THE PROCESS NEEDS
ATTENTION.
We help businesses organise their sales process, make responsibilities clear and keep track of what needs to happen next.
This could be a good fit if:
- You already receive enquiries or send proposals.
- Follow-ups rely on memory, inboxes or scattered notes.
- Your business tools could work better together.
- You want a clearer view of opportunities and outstanding actions.
The standard setup covers up to five people using the sales process. Your business can be larger; additional users or more complex requirements are quoted separately.
After the setupKEEP IT WORKING.
KEEP IT WORKING.
BUILD ON IT.
Get the core process working first. Add support or further improvements when you need them.
Keep it useful.
£295 / month
A monthly check of your delivered workflows and connections, a short findings update, and up to two hours total for checks, investigation, minor fixes, small changes, testing and related calls.
Normally starts after your included support period. No minimum term; unused hours don’t roll over. Any additional work is agreed before charging.
Quoted separately.
Extra workflows, connections, CRM cleanup, reporting improvements, larger-team processes and bespoke systems, scoped around what your business needs.
Optional prospect research and data preparation starts from £495 plus agreed provider costs. This supplies prepared business/contact records, rather than qualified leads or booked appointments.
VAT applies where applicable. Software and usage costs are separate.
Your Selling SidekickSALES THINKING.
SALES THINKING.
PRACTICAL SYSTEMS.
We start with how your business sells: who handles each enquiry, when follow-ups happen and what your team needs to know.
Then we configure your tools around that process and show your team how to use them.
Your business keeps control of its accounts and data. We give you a clear handover so you understand what’s been set up and how to run it.
Ceri Jones
Process, configuration
and delivery.
Pete Lees
Sales insight and
commercial support.
A few useful answersBEFORE
BEFORE
WE TALK.
Can you work with the software we already use?
We work with a wide range of CRMs, business software and automation platforms. Examples include HubSpot, Pipedrive, Zoho, Salesforce, spreadsheets, Make, Zapier and n8n.
Tell us what your business uses and what you need it to do. We’ll review your setup, software plans and connection options before confirming the scope and price.
Do we need to buy a new CRM?
The standard setup is designed around the tools you already use. We first check whether they can support the process you need.
If different or additional software would help, we explain the options and costs before you commit. Software subscriptions are separate from the setup fee, and bespoke systems are scoped and quoted separately.
Does this include lead generation or email campaigns?
The £1,950 setup improves how your team manages enquiries and opportunities. Generating new leads, booking appointments and sending customer-facing campaigns aren’t included.
Prospect research, data preparation and outreach-system setup are available as standalone services. You don’t need to buy the Sales Process Setup first.
Any campaign setup or sending is assessed separately, with its own agreed scope and price.
Can we book individual services without the setup package?
Yes. Prospect research, data preparation, workflow improvements, CRM cleanup and reporting work can be booked as standalone projects.
You don’t need to buy the £1,950 Sales Process Setup first. We discuss what you need, check your existing systems and agree a separate scope and price.
Does five users mean five people in the whole business?
No. It means up to five people using the sales process we configure. Your business can have more employees.
If more people need to use the process, or you need multiple teams or more complex arrangements, we assess the requirements and provide an individual quote.
Is 250 rows a limit on our CRM?
No. The allowance covers one CSV or Excel file containing up to 250 rows imported as part of the setup.
It doesn’t limit the number of records your CRM can hold. We can also work directly with records already in your system.
Larger imports, combining databases or extensive data cleanup are assessed and quoted separately.
How long does the setup take?
We target ten working days once you’ve approved the configuration plan and everything needed is ready.
That includes your booking payment, suitable system access and software subscriptions, any agreed import file, and a named person who can make decisions.
We confirm the delivery dates in your proposal. If access, information or feedback causes a delay, we explain the impact and agree a revised date with you.
What happens after the setup?
You receive 30 calendar days of no-charge fixes for faults where our configuration doesn’t meet the agreed specification, starting from the agreed go-live date.
If you report a covered fault during that period, it remains covered even if the fix takes longer.
We aim to respond within two UK working days. Resolution time depends on the issue.
New features, additional training and further changes are quoted separately. You can also choose optional care at £295/month, including a monthly check and up to two hours total for checks, minor fixes, small changes and related support. There’s no requirement to subscribe.
What if we need something different?
Tell us what you need your process or systems to do. We’ll review the requirements and recommend a suitable scope.
Alternative workflows can be agreed within the setup package after we’ve checked the work involved. Extra users, pipelines, connected systems, larger migrations or bespoke software are quoted individually.
You’ll know what’s included and what it costs before work begins.
Start with one conversationSHOW US WHERE
SHOW US WHERE
SALES GETS STUCK.
Tell us about your current tools and the part of the process that needs to work better.
Whether you need the full setup or help with one specific area, we’ll discuss what you need and check how we can help.
Book a free 15-minute fit call
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Prefer email?
ceri@sellingsidekick.com