Sales Pipelines That Show You Exactly Where Every Deal Stands

Custom pipeline stages, automated deal progression, and real-time forecasting aligned to how your sales team actually closes business.

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42%

Properly structured CRM pipelines improve sales forecast accuracy by 42%

Salesforce Research

Sales Pipeline Setup

Design and configure HubSpot sales pipelines with custom stages, deal automation, required fields, and reporting that gives your team clear visibility and accurate forecasting.

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What's Included

Everything you get with our Sales Pipeline Setup

Custom Pipeline Design

Pipeline stages with clear definitions, entry criteria, exit criteria, probability percentages, and required properties at each stage

Deal Automation Workflows

Automated stage progression, task creation, notification triggers, and follow-up reminders based on deal activity and stage changes

Forecasting Configuration

Weighted pipeline forecasting with probability-based revenue projections, team goal tracking, and deal velocity reporting

Our Sales Pipeline Setup Process

Sales Process Discovery

We work with your sales leadership and reps to map how deals actually progress from first contact to close. We identify the real decision points, common stall points, and the data that matters at each stage.

Pipeline Architecture

We design your pipeline stages with clear definitions, required properties, probability percentages, and automation triggers. If you have multiple sales motions, we design separate pipelines for each.

Build & Automate

We configure your pipelines in HubSpot, set up required fields, build stage-based automation workflows, create deal board views for different roles, and configure forecasting tools with your weighted probabilities.

Validate & Train

We run real deals through the new pipeline structure, verify that automation fires correctly, and train your sales team on the new stages, required fields, and how to use the pipeline views for their daily workflow.

Key Benefits

Clear sales visibility

Every deal in your pipeline has a clear stage with defined criteria. Your sales managers can see at a glance which deals are progressing, which are stalled, and where the team needs to focus their energy. No more digging through deal records to understand what is happening.

Automated stage progression

Deals move through stages based on real sales activities, not manual updates reps forget to make. Meeting booked? Stage advances. Proposal sent? Stage updates. This automation keeps your pipeline data accurate without adding administrative burden to your sellers.

Accurate forecasting

When every stage has clear entry criteria and your pipeline data is current, forecasting becomes reliable. Leadership can trust the numbers they see, identify potential shortfalls early, and make resource decisions based on data instead of gut feeling.

Research & Evidence

Backed by industry research and proven results

CRM Forecasting Study

CRM with structured pipelines improves forecast accuracy by 42%

Salesforce Research (2023)

Pipeline Discipline and Revenue

Sales teams with defined pipeline stages close 28% more deals than those with undefined processes

HubSpot Sales Research (2022)

Frequently Asked Questions

How many pipeline stages should we have?

Most effective pipelines have between 5 and 8 stages. Fewer than that lacks the granularity needed for meaningful coaching and forecasting. More than that creates friction for reps and reduces pipeline discipline. We design the right number of stages based on your actual sales process and deal complexity.

Can we have multiple pipelines for different products or sales motions?

Absolutely. If you sell different products with different sales cycles, or if you have separate new business and renewal processes, we design distinct pipelines for each. Each pipeline gets its own stages, automation, and reporting while still rolling up to a unified revenue dashboard.

What happens to our existing deals when you rebuild the pipeline?

We migrate your existing deals into the new pipeline structure carefully. Each deal is mapped to the appropriate new stage based on its current status. We preserve all deal history, activity logs, and associated contacts. Your team continues working without interruption.

How do required fields improve pipeline quality?

Required fields at each stage force reps to capture essential information before advancing a deal. This prevents deals from being moved forward without proper qualification, ensures your forecasting data is complete, and gives managers the coaching data they need. The result is a pipeline full of well-documented, properly qualified deals.

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