Adonis Jimenez

Deliverables

1. Lead / Deal Field Recommendations: These fields ensure consistent data entry, accurate reporting, & smooth handoffs between department staff. The goal is to capture only what’s essential - no clutter, no duplicates, no friction. 2. Lead Status Definitions: These create consistent, shared languages that prevent confusion, duplicate outreach, & pipeline clutter. They also show where leads stand in CRM & tell you if a lead is new, being worked, qualified / disqualified, or needs nurture. 3. Basic Sales Views: These give teams pre‑filtered, ready‑to‑use CRM dashboards that surface the most important leads / deals without manual sorting, improve focus by reducing noise, & promote consistency. 4. Follow-up Tracking Structure: This ensures that no leads / deals slip through the cracks by creating a simple, repeatable system for logging outreach, scheduling next steps, and keeping the CRM free & clear. 5. Deal Priority Labels: These labels help sales teams rank opportunities based on urgency, value, and likelihood to close. They also keep management focused on impactful deals, allow them to forecast more accurately, and keep pipelines clean & actionable. 6. Weekly Review Checklist: This list provides a simple, repeatable routine that keeps your CRM pipeline clean, accurate, and moving while ensuring nothing slips through the cracks. 7. Import-Ready Spreadsheet Template: This provides a clean, standardized structure for uploading leads and deals into your CRM without errors. It ensures consistent field names, correct data types, and a predictable format that works across HubSpot, Airtable, Google Sheets, and most CRMs. This template eliminates messy imports, duplicate records, and broken automations.