Five days on the field and stage plan you sign
Your customers live in several Excel and CSV files, and the same company sits in three of them. In fourteen days that history moves into one CRM, checked against the file you trust.
Book a free callA file that spells one stage three ways imports all three, and your reports count deals under stages nobody agreed on. By the quarter's end you pay a subscription to hold the mess you kept for free.
Nothing imports until you sign one page naming the stages that survive.
Someone renamed a column on Thursday and someone else pasted rows in on Friday, so the total you sent out no longer matches the file. The forecast then rests on whoever sounds most certain.
The move is signed off on one number: the monthly total matches the file you trust.
Each file spells the name its own way, so the import writes three records and splits the history. A rep calls a client another rep spoke to on Tuesday.
Duplicates are merged before the import, and the first pass is a sample you check.
Does every company sit in exactly one of your files?
A no means the import writes it as several records.
Does last month's file total match the number you sent out?
A no means the file and the report have drifted apart.
Can you say what counts as won without opening a file?
A no means the stage list gets written down before a record moves.
Two answers on the wrong side and you start with the plan week: 500 USD, credited to the project within sixty days.
The account is open and the work still happens in the files, because whoever moves the history owns what breaks.
Half the template fields were never filled in, so your reps kept the spreadsheet open beside the CRM.
Counting it means normalising stage names by hand across files never built to be counted.
I work inside HubSpot, Pipedrive and Zoho, where the vendor keeps the platform running after I leave.
Everything I build waits for a person to approve the message.
My automation runs in Zapier, with Make or n8n where a case needs it.
The plan week can come back with fewer stages than you brought in.
You sign one page on day five: fields, stages, owners, what won and lost mean.
Your records land in the CRM with fields mapped to that page.
Up to 10,000 records from up to three files move in fourteen days.
I record a walkthrough you can replay.
500 USD
Five working days
One page you sign: which fields stay, what each stage means, what counts as won and lost, who owns which records. Written against your own column headers. A CRM recommendation if you have not chosen one.
Start the plan2,000 USD
Fixed price, fourteen days
The plan is included, and the move starts the day you sign it.
You see a sample in a test pipeline first. Every record keeps the file it came from, so a field can be rolled back.
I work alone, so every artefact lands in your account as it is made, and the page is with you on day five or the 500 comes back. I have run a sales department for four years, and my clients are B2B sales teams of three to fifteen in Europe and the Middle East.
The page and the walkthrough stay in your account. A monthly check is 400 to 700 USD.
On the call you open your column headers and I mark what breaks the import.