Your Reps Are Selling.
Your Systems Aren't Helping.
Lead routing is manual. Deal stages mean different things to different people. Pipeline reviews run on gut feel. We build the sales infrastructure that makes every rep effective and every deal trackable.
What We Build
Lead Scoring & Routing
ICP-based scoring. Rules-based routing. Round-robin. Territory logic. Right lead to the right rep, instantly.
Lifecycle Stage Design
Clean deal stages. Conversion criteria. Required fields. Automation triggers. Your CRM reflects reality, not wishful thinking.
Rep Performance Dashboards
Activity tracking. Pipeline velocity. Conversion rates. Forecast accuracy. Real-time, not end-of-quarter surprises.
Process Automation
Playbooks for enrichment, follow-ups, handoffs, and alerts. Nothing slips. Every process repeats.
Operated, Not Documented.
Most SalesOps work ends with a process doc nobody reads. We build the system and manage it. When your team scales or the funnel changes, we rebuild what needs rebuilding.
Fully managed by Phi.
How Fast It Moves
What This Looks Like
Freight SaaS
70% less manual entryCleaned CRM. Restructured lead routing. Installed scoring and lifecycle logic. Live dashboards for SDR and AE performance.
Fintech Startup
Board-ready pipelineBuilt lead-to-SQL lifecycle with automated handoffs. Deployed rep performance scorecards. Clean pipeline reporting for board meetings.
Real Estate SaaS
41% SQL quality increaseRedesigned sales infrastructure end to end. Lifecycle dashboards and rep scorecards. SQL quality increased 41% in 60 days.
Who This
Is For
Sales teams buried in admin instead of selling.
Companies where leads fall through cracks because routing is manual or broken.
Orgs scaling fast but flying blind on pipeline data.
Leaders who need real pipeline reporting for the board, not another spreadsheet.
What Clients Said
“Within weeks, Phi rebuilt our GTM foundation. Clean handoffs, real dashboards, and full visibility across marketing and sales.”
Let's Talk
30-minute call. Your pipeline, your process, what's broken.
Build plan. System scoped within a week.
Live in two weeks. Routing, dashboards, automation running.