Operational Excellence

We help growing teams sort out their
CRM and operations.

We pick the right CRM, set it up properly, automate the repetitive work, and put the processes in place that should have been there from the start. Most of our clients have never had a dedicated ops person before — they had spreadsheets, a few tools, and a growing sense that something wasn't quite working.

crm_setup_v2.sh

Your Business Should Run Like a Michelin Kitchen

The best kitchens don't win on adrenaline - they win on preparation.

We build the back-of-house where:

  • Everyone knows what they're supposed to be doing without being chased
  • Leaders can trust the numbers they're looking at
  • New people get up to speed in days, not months

The Result:

"Your team gets to focus on selling, supporting, and delivering — because the coordination and admin sort themselves out."

Live Examples

Actual Workflows, Not Slide-Deck Promises.

Here's what it looks like when we build it.

Automation Examples
Active Workflow

CRM Auto-Fill

Your reps take a call. The CRM fills itself in — notes, deal fields, next steps — from the recording. Nobody has to type anything up afterwards.

Time saved
15h+ per rep / moPROVEN
01
Sales Call Recording
Captured automatically
02
AI Transcription
Who said what, separated
03
Pull Out Key Info
Budget, blockers, next steps
04
Rep Quick Review
Edit anything that's off
05
Update CRM
Notes and fields logged

What We Do

Four areas. We do each one properly and make sure they work together.

CRM Implementation

We pick the right CRM for your team, set it up properly, and make sure people actually use it — not just open it once and go back to their spreadsheet.

  • CRM selection based on how your team actually works
  • Full setup, configuration & migration
  • Custom objects, pipelines & deal stages
  • Automations & AI workflows built in
  • Data hygiene & deduplication
  • Connected to the rest of your tools

Support & Chat Stack

Live chat and support tools that handle customers properly — without relying on someone to manually check an inbox or Slack.

  • Chat widget & bot implementation
  • Ticket routing & escalation logic
  • AI triage and first response
  • SLA monitoring & alerting
  • CRM sync so agents see the full history

GTM Stack Management

Too many tools, none of them talking to each other? We audit what you have, cut what you don't need, and make the rest work together.

  • Audit of what you have and what's missing
  • Tool selection for your team and budget
  • Getting the tools to talk to each other
  • Vendor evaluation & onboarding
  • Ongoing check-ins to catch issues before they break things

Operational Excellence Consulting

Growing fast without proper ops usually catches up with you. We've seen it enough times to know where it breaks — and how to stay ahead of it.

  • Sales and ops playbook design
  • Fractional RevOps / Head of Ops
  • Spotting problems before they get expensive
  • Process documentation & training
  • Reporting that leadership trusts

We've Seen What Goes Wrong — So You Don't Have To

Most operational problems at growing companies are completely predictable. Spreadsheets that get too big to trust. CRMs nobody uses. Tools that create more work than they save. We've fixed all of it before.

A CRM your team actually opens
No more "who has the latest version of that sheet?"
No more copying data from one tool into another by hand
Processes that survive when someone is on holiday
A Michelin kitchen doesn't improvise under pressure. It's prepared. That's what we build.

Ready to stop running your business on spreadsheets?

Tell us what you have and where it's breaking. We'll tell you what's worth fixing first.

Contact

Tell us where your operations are breaking down

We usually reply within a day.

JK

Led by Jakub Krukowski

CRM & RevOps implementation across Tidio, Coloplast, LiveChat, Prezi.

JK

Led by Jakub Krukowski

CRM & RevOps implementation across LiveChat, Callstack, Prezi and others.

If your team is outgrowing how you currently work — let's talk.

If any of this sounds familiar — the spreadsheets, the CRM nobody uses, the tools that don't connect — it's probably worth a conversation. We start with what you have and figure out what actually needs to change.

Let's have a free chat