The systems that keep your sales team running
SOPs, CRM setup, reporting and commission plans that make your sales process repeatable, so results don't depend on any one person.
Who it's for
Growing IT and SaaS companies where the sales process lives in people's heads, the CRM is messy or unused, and nobody can say with confidence what the pipeline looks like this month.
What we set up
- SOPs and playbooks: written steps for prospecting, discovery, proposals and hand-offs.
- CRM setup and clean-up: HubSpot, Trello and similar tools, with stages that match how you sell.
- Reporting: simple dashboards for activity, pipeline and conversion.
- Commission and incentives: fixed-plus-commission structures that reward the right behaviour.
- Coordination: day-to-day process and vendor coordination so you can focus on delivery.
How it works
We map your current process, agree on what to fix first, and build it step by step with your team. Everything is documented so your people can keep it running.
Experience
With 14+ years of experience working with international clients in operations, sales and marketing, and team management, Arsalan Haider Zaidi has built sales pipelines, CRM workflows and KPI tracking across banking, renovation services and IT services, and runs his own five-person sales team on fixed pay plus commission.
Signs your sales operations need attention
- Nobody can say with confidence how much pipeline you have this month.
- Leads sit in inboxes or spreadsheets instead of your CRM.
- Each rep follows a different process, so results depend on who handles the deal.
- Reports take hours to put together and are out of date when they're finished.
- Commission is calculated by hand and causes disputes.
What we deliver
A documented sales process. Clear stages from first contact to signed contract, with what must happen at each stage and who owns it.
A working CRM. Pipeline stages that match your process, required fields, clean contact and company records, and simple automations for follow-ups.
Reporting you can trust. A small set of dashboards for activity, pipeline value, conversion between stages and forecast, so weekly reviews take minutes.
Fair incentive plans. Fixed-plus-commission structures with clear rules, so reps know exactly what they earn and why.
Playbooks and templates. Email templates, call scripts, proposal outlines and onboarding checklists your team can reuse.
How a project runs
We start with a short audit of your current tools, process and data. You get a written list of what to fix first, in order of impact. We then build and roll out the changes with your team, train them on the new process, and check after a few weeks that it is being used. Many clients keep us on monthly to maintain reporting and adjust the process as the team grows.
Operations that support training and management
Operations work pairs naturally with our sales training and team management services. A clear process gives training something concrete to teach, and clean data makes weekly management faster and fairer.
Questions about sales operations
Which CRMs do you work with?
We commonly work in HubSpot and Trello and can adapt to other CRMs your team already uses.
Can this be combined with training or team management?
Yes. Many clients start with operations so training and management have a clear process to follow.
Is this a one-off project or ongoing?
Either. Some clients want a one-time setup; others keep us on monthly to maintain reporting and processes.
Ready to make your sales process repeatable?
A 30-minute call is enough to see if we're a fit.