Systematize your B2B sales process.

A 30-day install for project businesses, installers & factories — 20 to 200 people

In 4 weeks, without hiring anyone new:

Open one screen — see every deal, its value, its next step.
Stop chasing "what's the status?" — your team updates it.
Own a sales system that stays when people leave.
Deals tracked across laptops and paper notes

The problems B2B owners face

  • Every status update is "still following up" — on every deal.
  • Quotes live on each rep's laptop. Nobody knows how many went out.
  • Sales meetings start with everyone scrolling back through chat.
  • If your best rep leaves, their customers walk out with them.
  • You're the only one who knows which deals are actually close.
  • You can't tell if next month has enough work coming in.
That's me →

You're not imagining it

Most B2B owners got here the same way: the business grew, the deals multiplied, and the sales process stayed in people's heads. At some point the chaos takes over — and the owner carries all of it.

"Your problem isn't the wrong software. It's a sales process that was never written down."

— The belief every install starts from

From invisible to in control

BlueprintOne kickoff day — your real sales process, written down for the first time.
UnifyScattered customer data — spreadsheets, chats, quotes — into one place.
InstallYour team sets it up on Zoho CRM with our pattern — they build it, they own it.
LinkEmail, documents, reporting — so updating the pipeline is the easy path.
DriveTraining, go-live, and 30·60·90-day reviews — numbers on your screen.
Blueprint workshopProcess drawing

Measured. Not promised.

You're not buying consulting hours. Three criteria get written down on day one — and we measure them together on day 30.

01

Reps update the pipeline at least 4 of 5 working days

02

Owner dashboard shows deals, value and a next-month forecast — live

03

Every open deal has a written next step with an owner and a date

And yes — we run our own pipeline on the exact system we install. We'll open our screen on the call.

Straight answers

How much does it cost?

One flat price for the core install — no ranges, no hourly billing — plus Zoho licences quoted transparently on the same page. You get the exact number on the 45-minute call, with your team size and data condition attached.

How is this different from a CRM implementer?

Implementers configure software and leave — those systems die in 60 days. Your team installs BUILD with our pattern and coaching, and keeps the manual.

What software do you install on?

Zoho CRM. ZestMate is a Zoho Authorized Partner, and we run our own pipeline on the same setup we install. Licences are billed by Zoho directly to you — they appear in our very first quote.

What if my team is too busy?

One kickoff day plus short structured sessions across 30 days, designed around a working team. If that's truly impossible, we'll tell you honestly on the call.

What happens after the 30 days?

Reviews at day 30, 60, and 90 are included. After day 90 you can continue on a light monthly care plan or run it fully yourselves. The manual is yours either way.

Want to be the next owner who stops asking?

Book a 45-minute pipeline call. You leave with your own numbers — what invisible follow-up costs you per year — and a real plan, either way.

Schedule a call

Limited to 2 installs per month — real capacity, not fake scarcity

One idea per week on making your pipeline visible

Practical sales-operation notes for B2B owners. No spam, unsubscribe anytime.