Operational fixes

CRM setup that fits how you already sell

Configure pipelines, fields, and reminders around your real sales motion — not a generic enterprise template.

Clear scope and price band before work starts

Sound familiar?

Leads scattered across inbox and DMs

Owners cannot see overdue follow-ups

Duplicate CRM tools after a failed rollout

→CRM setup + follow-up automation

→Dashboards with owners, KPIs, and alerts

→Automations replacing manual copy-paste

→Clear handover so your team can maintain it

Clear scope, working output, clean handover.

First scoped build

Clear scope and price band before work starts

Before

Manual steps and spreadsheets held the process together.

Fix

Focused crm setup + follow-up automation with one measurable outcome in the first sprint.

Outcome

Less admin, clearer numbers, faster follow-through.

Quick intake

About two minutes. Get a fix recommendation and rough price band. No call required.

ProblemWhereSituationGoalContact

Problem

Google SheetsExcelPower BILooker StudioMakeZapierWhatsAppAI assistantsGoogle SheetsExcelPower BILooker StudioMakeZapierWhatsAppAI assistants

Use the intake above or email hello@opspatch.com. Plain-language recommendation: what to build, what it costs, what it solves.