If You Can’t Draw It, You Can’t Fix It.

🧩 What We See Too Often

In audits and CRM rebuilds, we often find:

  🚫 No documented sales or customer journey at all

  🌀 Multiple journeys mixed into one confusing pipeline

  ❓ Undefined entry and exit points (e.g. when does a deal truly start?)

  🔁 Stages added reactively — without logic or accountability

  ❌ Team alignment based on memory, not documentation

When the journey lives in everyone’s heads — or nowhere — the CRM becomes reactive, not strategic.

🛠 The Fix: One Journey. One Line. Full Clarity.

We help teams slow down - just long enough to clarify what they’re actually doing.

Our go-to framework:

• Use a simple left-to-right flowchart — from lead to deal close (and beyond if needed)
• Map each journey separately (inbound ≠ outbound ≠ partnerships)
• Identify the key stages, handoffs, and decision points
• Use tools like Miro, Whimsical, Figma, or even a Google Sheet
• Most importantly: embed this map in your CRM dashboard so no one forgets it
  
  

Your journey map should be the source of truth - for your pipeline stages, field logic, automation, and team training.

Once it’s clear, building the CRM around it becomes fast, efficient, and powerful.

💬 Real-World Snapshot

A revenue leader at a coaching company told us:
“Our pipeline has 12 stages — but I can’t tell where we’re losing leads.”

The stages were based on instinct, not process.
There was no distinction between inbound consults and outbound outreach.
And no one could agree on when a deal was "in play".

We facilitated a 1-hour customer journey mapping workshop.
The result: 3 distinct journeys, 7 clear stages, defined handoffs between roles — and a new, simplified pipeline.

Within 2 weeks, lead-to-close time dropped by 32% — with fewer touchpoints and clearer next steps.