How Pipeline & Co. streamlined sales and operations
B2B sales agency · 10-person team · Engaged for 1 year
A pipeline nobody trusted
Pipeline & Co.'s closers lived for calls — and hated the CRM. Records went stale, proposals took days, and follow-ups slipped. Forecasts were guesswork, and marketing had no clean data to work with.
Assistants behind every closer
Two Orbitaide assistants embedded with the sales team: one keeping the CRM immaculate, the other building proposals and running follow-up sequences — so closers only ever had to sell.
CRM Hygiene
Every call logged, staged, and dated — pipeline you can finally trust.
Proposal Desk
Branded proposals out within 24 hours of the discovery call.
Follow-up Engine
Sequences tracked and nudged until every thread closes or converts.
Forecast Fridays
A clean weekly snapshot for leadership — no spreadsheet archaeology.
Closers closing, pipeline purring
Proposal turnaround dropped from days to under 24 hours. Follow-up coverage hit near-total, and forecasts finally matched reality — giving leadership the confidence to hire two more closers.
Proposal Turnaround
From discovery call to branded proposal in the prospect's inbox.
Your closers should only close.
Book a free consultation and put your pipeline on autopilot.