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Supply Chain & LogisticsSalesOps
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.
The problem
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.
What Phi runs
What We Build
01
Lead Scoring & Routing
ICP-based scoring. Rules-based routing. Round-robin. Territory logic. Right lead to the right rep, instantly.
02
Lifecycle Stage Design
Clean deal stages. Conversion criteria. Required fields. Automation triggers. Your CRM reflects reality, not wishful thinking.
03
Rep Performance Dashboards
Activity tracking. Pipeline velocity. Conversion rates. Forecast accuracy. Real-time, not end-of-quarter surprises.
04
Process Automation
Playbooks for enrichment, follow-ups, handoffs, and alerts. Nothing slips. Every process repeats.
What it delivers
How Fast It Moves
CRM reviewed. Routing mapped. Gaps identified.
Scoring, routing, dashboards, automation deployed.
System running. Iteration based on rep performance data.
Who this is for
Who This Is For
01
Sales teams buried in admin instead of selling.
02
Companies where leads fall through cracks because routing is manual or broken.
03
Orgs scaling fast but flying blind on pipeline data.
04
Leaders who need real pipeline reporting for the board, not another spreadsheet.
“Within weeks, Phi rebuilt our GTM foundation. Clean handoffs, real dashboards, and full visibility across marketing and sales.”
In action
What This Looks Like
Freight SaaS
- 70% less manual entry
- Cleaned CRM. Restructured lead routing. Installed scoring and lifecycle logic. Live dashboards for SDR and AE performance.
Fintech Startup
- Board-ready pipeline
- Built lead-to-SQL lifecycle with automated handoffs. Deployed rep performance scorecards. Clean pipeline reporting for board meetings.
Real Estate SaaS
- 41% SQL quality increase
- Redesigned sales infrastructure end to end. Lifecycle dashboards and rep scorecards. SQL quality increased 41% in 60 days.
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.