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Seriously Don't Skip the Process Work: Why Your CRM Is Lying to You
Manage episode 514046077 series 2940892
Join me on Thursday, October 16th at 9AM EDT for a 30-minute live session where we strip back the buzz and get real about what makes a growth pipeline trustworthy or doomed to fail. Founders too often spend big on branding, sales hiring, and outbound tools while missing the most crucial piece: a solid, agreed-upon definition of what counts as a qualified opportunity. The result? A “pipeline” that looks good on paper but is full of wishful thinking.
We’ll walk through the costly pitfalls of fuzzy stage definitions, how boards see through inflated forecasts, and what practical process work looks like. From defining clear entry and exit criteria at every pipeline stage, to using Mutual Action Plans and deal velocity dashboards, this live event is a guide to building a growth engine that commands trust and moves deals faster.
I’ll also share the story of a founder who walked into a board meeting with a $20M pipeline and left with renewed trust after rebuilding the operating system behind the numbers, no fancy messaging required.
If you’re debating between a CRM cleanup and a rebrand for 2026, this talk makes the case for putting your CRM first—every time. Bring your questions and get ready to leap forward with a pipeline that actually performs.
Secure your spot now and get ready to rebuild your process the right way: https://calendly.com/greatergaingroup/discoverycall
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