CSM & Pipeline Hygiene Support
that makes your CRM trustworthy.
I help growing teams keep pipeline and customer data clean, strengthen Sales → CS handoffs, and improve renewal & expansion readiness—so leadership can rely on forecasts and outcomes.
Pipeline governance & stage definitions Sales → CS handoffs Renewal & expansion tracking Dashboards + QBR templates SOPs that actually get used
Stack-agnostic support across Salesforce, HubSpot, Zoho, Salesmate, Capsule, Gong, Outreach, Vidyard, Loom, Canva.
What you get: practical process + clean data discipline—without overbuilding your CRM.
Services
Pick a starting point. Each engagement is scoped to your goals, stack, and internal capacity.
Pipeline Hygiene & CRM Audit
- Stage definitions + exit criteria
- Field hygiene (required vs. noise)
- Deal risk flags + stalled opportunity review
- Forecast reliability + next-step discipline
- Cleanup plan + quick wins
One-time$750–$1,250
CSM & Pipeline Hygiene Sprint (3–4 weeks)
- Sales → CS handoff workflow + documentation
- Customer lifecycle stages (onboard → adopt → renew → expand)
- Renewal & expansion tracking
- Lightweight health signals (usable, not overbuilt)
- Leadership dashboards + SOPs for adoption
Project$3,000–$5,000
Monthly CSM & Pipeline Support
- Pipeline + renewal review cadence
- CRM governance + hygiene enforcement
- QBR prep frameworks and templates
- Expansion signal tracking
- Process tweaks as the business evolves
Retainer$2,000–$3,500/mo
QBR Deck + Facilitation
- Canva-ready QBR template
- Storyline: outcomes, adoption, risks, next steps
- Optional facilitation support
Per QBR$500–$1,000
Call Review & Workflow Coaching
- Review Gong/recordings for next-step rigor
- Improve handoff quality and documentation
- Pipeline hygiene coaching for managers
Session$300–$500
Relevant Experience
Built from real work across B2B SaaS/EdTech, client partnerships, enablement, and operations.
Structured discovery → scoped proposals
- Ran stakeholder discovery and translated needs into proposals/SOWs
- Maintained rigorous CRM hygiene for pipeline reviews and forecasting
- Aligned Ops/Finance on timelines and implementation readiness
Partnerships, renewals, and QBR rhythm
- Managed multi-site portfolios; exceeded quota and expanded renewals
- Drove data-informed QBRs using adoption/usage signals
- Delivered enablement and role-based training to improve outcomes
Onboarding checkpoints + early adoption
- Built targeted outreach motions and tailored proposals
- Introduced onboarding checkpoints to stabilize adoption
- Supported scope, timelines, and commercial terms
Operations discipline + repeatable client systems
- Built and managed a book of business with consultative discovery and retention focus
- Created SOPs, pricing models, and retention playbooks with CRM discipline
- Applied “systems health” thinking to keep outcomes consistent and scalable
How It Works
A lightweight process designed to improve clarity fast—and keep it sustainable.
Diagnose
- Audit pipeline stages, fields, dashboards, and handoff points
- Identify failure modes: stuck deals, missing next steps, renewal blind spots
Design
- Define standards: exit criteria, hygiene rules, lifecycle stages
- Build templates: QBR, handoff notes, renewal plan
Adopt
- Roll out SOPs, light training, and accountability checks
- Make reporting practical and manager-friendly
Let’s Scope the Right Starting Point
Send a quick note with your CRM, team size, and where things feel stuck. I’ll reply with a recommended next step.
Contact
Email: clientsystems@bodimatrixwellness.com
Location: Chicago, IL
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