OpsPatchOpsPatch
Describe your problem

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.

Describe your problemExplore Fixes

Clear scope and price band before work starts

Common situations

Leads scattered across inbox and DMs

Owners cannot see overdue follow-ups

Duplicate CRM tools after a failed rollout

What can be included

CRM setup + follow-up automation

Dashboards with owners, KPIs, and alerts

Automations replacing manual copy-paste

Clear handover so your team can maintain it

Defined Deliverables

Typical scopes

SCOPE EXAMPLE

First scoped build

01 / Current Situation
Manual steps and spreadsheets held the process together.
02 / OpsPatch Build
Focused crm setup + follow-up automation with one measurable outcome in the first sprint.
03 / Delivered Handover
Scoped deliverable + documentation + handover.

Common tools

  • Google Sheets
  • Excel
  • Power BI
  • Looker Studio
  • Make
  • Zapier
  • WhatsApp
  • AI assistants