Expert Pipedrive Pipeline Setup
Budget: $1,500 – $3,000 AUD
I’ve just subscribed to Pipedrive and now need an expert to turn the blank account into a working sales engine. The one and only goal is to manage our sales pipeline cleanly and efficiently for a small team of up to five users, so everything you build should revolve around clear stages, intuitive fields, and easy-to-read reports.
Here’s what I picture as the finished hand-off:
• Pipeline architecture: custom stages that mirror our real-world sales process, with probabilities and rot settings in place.
• Data foundations: import of existing contacts, organisations, and open deals (CSV), plus mapping of custom fields where needed.
• User environment: roles, permissions, and visibility groups set so the team can collaborate without stepping on each other’s toes.
• Light automation: a couple of workflow automations or email templates to eliminate manual follow-ups and status updates.
• Quick-start guide: a short Loom video or PDF that walks us through how to use what you’ve built.
I’m only interested in freelancers who can point to prior Pipedrive setups—tell me about similar pipelines you’ve implemented and the results your clients saw. If you’re confident you can get us from zero to fully operational fast, let’s talk.
Here’s what I picture as the finished hand-off:
• Pipeline architecture: custom stages that mirror our real-world sales process, with probabilities and rot settings in place.
• Data foundations: import of existing contacts, organisations, and open deals (CSV), plus mapping of custom fields where needed.
• User environment: roles, permissions, and visibility groups set so the team can collaborate without stepping on each other’s toes.
• Light automation: a couple of workflow automations or email templates to eliminate manual follow-ups and status updates.
• Quick-start guide: a short Loom video or PDF that walks us through how to use what you’ve built.
I’m only interested in freelancers who can point to prior Pipedrive setups—tell me about similar pipelines you’ve implemented and the results your clients saw. If you’re confident you can get us from zero to fully operational fast, let’s talk.