What's included
Win rate
across pipelines
What's included
The problem with
spreadsheet CRM's
Most growing businesses start tracking leads in a spreadsheet or someone’s inbox. It works until it doesn’t – deals get forgotten, follow-ups slip, and nobody has real visibility into what’s actually in the pipeline.
We treat your CRM as core sales infrastructure. Every pipeline is structured around how your team actually sells, connected to the systems you already use, and rolled out properly – so your team adopts it, instead of quietly going back to spreadsheets.
Deliverables
What's included
Strategy
Understanding how your team sells before we build anything.
- Pipeline & sales process mapping
- Success metrics defined upfront
- Integration & data requirements review
Build
Setting up your CRM properly, from day one.
- Pipelines structured for your business
- Accounting integration
- Lead capture & routing rules
Rollout
Getting your team using it, not just logging in.
- Team training & onboarding
- Data migration & clean-up
- Live support during adoption
Support
Ongoing optimization, not set-and-forget.
- Pipeline health reviews
- Reporting & dashboard updates
- Adjustments as your team grows
How we work
A process built for results
Clear milestones, constant communication, and zero hand-waving. Here’s how we get from idea to impact.
Discovery & Success Criteria
We map your current workflows, identify bottlenecks, and define clear metrics for success.
Map Workflows + Data Access
We document every step, identify bottlenecks, and determine what data and systems need to connect. No surprises down the road.
Build + Test + Security Review
We build incrementally, test thoroughly, and review security at every stage. You see progress weekly and can give feedback early.
Launch + Monitor + Iterate
Go live confidently. We monitor performance, catch issues, and optimize based on data.
AI agents & internal tools examples
See what's possible
Real scenarios we’ve automated for teams like yours
Lead Intake & Enrichment
- Cleaner leads. Faster handoff.
Support Triage
- Faster triage. Cleaner queues.
Invoice Processing
- Fewer errors. Faster close.
FAQ
Common questions
Everything you need to know before we start working together.
How long does a typical project take?
It depends on complexity. A single workflow can be live in a few weeks. Multi-system projects with AI components typically take longer. We’ll give you a realistic timeline after our discovery call-no surprises.
What access do you need to our systems?
It depends on the project – typically your website hosting/CMS, ad accounts, and (if relevant) your CRM or accounting platform. We’ll only ever ask for what’s needed to do the work, and talk you through it before requesting anything.
Who owns the website, campaigns, and systems you build?
You do. Everything we build – your website, ad accounts, CRM setup, and content – belongs to your business, not to ChillyChoo.
What happens if something breaks after launch?
Our care plans keep your website, CRM, and integrations secure, fast, and up to date. If something breaks, we’re the first call – not a mystery to solve on your own.
How do you handle data security?
We follow best practice around access control, secure hosting, and data handling, and we’re upfront about what data flows where and why – no black boxes.
Can you work with our existing tools and vendors?
In most cases, yes. We integrate with platforms like WooCommerce, Sage, Xero, and Stock2Shop rather than forcing you onto a new stack, and we’ll flag early if something genuinely won’t work well together..
Do you offer ongoing maintenance?
Yes – through our care plans, which cover updates, monitoring, and optimization so your website and systems keep performing after launch, not just on day one.
What if we're not sure what's holding us back?
That’s exactly what the discovery call and audit are for. We assess your website, marketing, and systems, benchmark them against real industry standards, and help you prioritize what will move the needle first.