CRMs don’t fail because your team doesn’t care; they fail when the system is heavier than the work. This 30‑minute Friday routine keeps data clean, deals moving, and your pipeline grounded in reality—without a RevOps army. We’ll show quick examples in GoHighLevel and HubSpot—use whichever you run.
Look for deals sitting in stages longer than your average cycle. Rename stages to buyer actions if needed—Discovery Held, Solution Review, Legal/InfoSec, Verbal Commit—so reps can’t hide behind vague labels.
If a deal has no dated next step, it’s not real. Add a required field or automation that blocks stage changes without it.
Deduplicate clear repeats, filter out invalid domains, and run bounce checks. Maintain a concise list of disqualification reasons and require reps to select one before closing a deal.
Activate a concise 14-day “went quiet” sequence—covering both email and LinkedIn. In GoHighLevel, set up a workflow with two targeted emails and a LinkedIn follow-up task. For HubSpot, launch a sequence with timed emails and actionable tasks. Keep every interaction short, relevant, and pressure-free. The goal: spark genuine replies and revive interest, all while protecting the integrity of your list.
Pull up your dashboard and focus on these essentials: speed-to-lead, meetings by source, reply rate broken down by persona, and open deals lacking a scheduled next step. If all of this isn’t visible on a single screen, it won’t earn consistent attention—or action.
It blends Tech (light automation), Talent (coaching where it matters), and Process (a cadence the team can stick to). The outcome isn’t a prettier board—it’s a pipeline number you can stand behind on Monday.
If you want this shipped inside your CRM with templates, automations, and a manager view that sticks, Book a discovery call with Sales Leopard . We’ll wire it up and hand you the keys.