A fast-growing crypto education company outgrew its sales process. Clear pipeline stages, a cleaner HubSpot, and automated PandaDoc proposals made sales predictable.
A crypto education company sells online programs through a growing team of salespeople and coaches. As the team scaled, the sales process did not keep up.
Deal stages were loosely defined, so each rep moved deals differently. The CRM was cluttered, and the PandaDoc proposal workflow caused delays and errors as volume grew. Reporting existed, but leadership found it too overwhelming to trust or act on.
Worked with the co-founder to map how prospects actually decide to enroll, then rebuilt the HubSpot pipeline stages around those decision points, each with clear entry and exit criteria, so every rep moves deals the same way.
Cleaned up the CRM and set clear standards for required data and deal ownership, so every opportunity has an accountable owner and an accurate status.
Automated PandaDoc proposals from HubSpot deal data, replacing manual assembly and re-entry, so proposals go out within hours of a call and look consistent across the team.
Replaced overwhelming analytics with a focused set of dashboards leadership could trust: pipeline by stage, conversion between stages, and rep follow-up.
The company moved from a loosely structured sales motion to a disciplined, data-driven operation ready for growth. Every rep follows one clear definition of each stage, proposals go out the same day instead of days later, and leadership runs the business from reporting it trusts instead of rebuilding it every week.
By optimizing our CRM and PandaDoc processes, he improved efficiency, boosted data accuracy, and elevated the quality of our proposals. Reporting and analytics, which used to feel overwhelming, are now straightforward and reliable.
