CRM setup + integration
HubSpot, Salesforce, Pipedrive.
Installation, pipeline configuration, custom fields, roles and permissions. Integration with the website, forms and paid media.
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Service · Revenue Ops
Revenue Operations: align marketing and sales
HubSpot, Salesforce and Pipedrive integrated with marketing. Scoring, nurturing, commercial SLAs and automation with WhatsApp, Calendly and email. Marketing generates the lead — RevOps converts it into a close.
Scope
Everything included
in the monthly fee.
Marketing without RevOps leaves money on the table. We connect demand generation with the full commercial process.
Scoring + segmentation
Qualified leads to the sales team.
Lead scoring models by intent, behavior and firmographics. Dynamic segmentation for nurturing and relevant communication.
Nurturing + automation
Workflows by funnel stage.
Automated email sequences, WhatsApp chatbots, integrated Calendly. The lead never goes without a response or a next step.
Commercial SLAs
Measured response time.
Internal agreements between marketing and sales: what counts as an MQL, what counts as an SQL, maximum response time, return criteria. Fully measurable.
The process
From the first meeting
to the first result,
no surprises.
Every action is designed to sell. From technical setup to monthly reporting, one team with one language.
Setup
Assets, access, accounts and website in order. Testimonials, sales materials and a results baseline ready.
↗Data
Measurement from day one. Business goals defined, events and conversions loaded, baseline established.
↗Strategy
Who we talk to and in what tone. The prioritized sales path and commercial priorities defined.
↗Execution
CRM setup + scoring + workflows + WhatsApp Business and Calendly integration + sales team training + monthly pipeline monitoring.
↗Performance
Continuous improvement. A dashboard with results, monthly adjustments and decisions based on data, not perceptions.
↗Metrics that actually matter
The numbers we review with leadership every month.
Indicators that connect marketing with sales — where you see whether the pipeline actually converts.
Qualified leads
MQLs handed to sales per month
MQL → SQL conversion
% of leads that qualify into an opportunity
Response time
Hours between lead and first contact
Close rate
% of SQLs that convert into a sale
Cost per SQL
CAC calculated with total marketing spend
Sales cycle
Days from lead to close
How we do it
A team, not a single person
Every automation passes through specific expert hands.
Marcial Tapia
Builds automations and connects the CRM to the real sales flow.
Ricardo García
Documents and standardizes operating processes.
Before you write to us
Questions we get every week.
If your question isn't here, message us on WhatsApp. We reply during business hours.
Chat on WhatsApp ↗Which CRM do you recommend?+
It depends on the sales team's size and budget. HubSpot for growing teams, Salesforce for complex operations, Pipedrive for agile teams.
Do you install the CRM?+
Yes, we do the full installation: pipelines, fields, roles, permissions and integrations with the rest of the digital ecosystem.
Do you integrate WhatsApp Business?+
Yes, via the official API connected to the CRM so every conversation gets logged in the lead's history.
Do you work with Calendly or another scheduling tool?+
Yes, Calendly is the most common, but we also integrate Cal.com, HubSpot Meetings or others depending on the chosen CRM.
→ Start the conversation
Tell us about your pipeline and sales automation.
In seven days we deliver a technical diagnostic and a 90-day impact plan with target metrics per channel.
- Technical audit of your digital ecosystem
- Quarterly roadmap with clear hypotheses
- No commitment · no cost · 30 minutes
