In a small firm, sales happen between two deliveries, so leads go cold and the CRM is always out of date. It researches prospects, drafts proposals, keeps HubSpot current and follows up, so every opportunity has a next step.
In the morning brief, and a pipeline review every Monday.
A one-page brief on the prospect: who they are, what they do, what they asked, what you sent last time.
Your notes turned into a recap email and next steps, ready for your OK, and the deal updated in HubSpot.
A pipeline review: what moved, what went quiet, and which deals need you this week.
Prospect briefs, recaps and proposals wait for your OK. You stay the one who sells.
After 20 clean approvals, recaps and follow-ups go out on their own, during your hours.
Your pipeline stays current without you touching it. Prices and scope always come back to you.
Only if you decide so in its job description, and only to the people you approve. Most firms start by following up on the leads they already have.
HubSpot. If you do not have a CRM, it can keep a simple pipeline in Notion or Google Drive.
Not until it has earned it, and never with a price or a scope you have not approved.
One session with the founder: job description, connections, and your first follow-ups go out the same day, once you approve them.
Free 20-minute call. Bring 5 overdue proposals or invoices: we'll draft their follow-ups together, live.