Transform Your Sales Operations
in Just 4 Weeks
We scaled Posted to $500K in 11 months with just 2 sales reps. Now we're
bringing the same proven systems to Alchemy Leads.
Tom Krassowski
Creative Direction & StrategyTom Krassowski
Creative Direction & StrategyOperational Foundation for an Agentic OS
Transform your manual processes into an intelligent, automated system
$2,500 USD (excl. software costs)
~4 weeks Timeline (often faster with our workflows)
Full Stack CRM + Automation + First Agent
Objective
Establish the core infrastructure required to enable future automation and AI agent deployment, starting with a full mapping of current workflows, implementation of HubSpot CRM, and integration of key tools and data flows.
You'll need to select and set up the right HubSpot plan for your needs. We'll guide you through the options and help you choose the most cost-effective solution that scales with your business.
Scope of Work
1. Funnel Mapping
Understand and document the full client acquisition flow:
- Lead generation to onboarding
- Tools used, data captured, manual vs. automated steps
- Handoff points, no-show & similar scenarios where the sales journey splits
- Identify data gaps and inefficiencies
Outcome: A clear process map with all key steps and data flows documented.
2. CRM Setup (HubSpot)
Design and implement a CRM structure that supports current and future workflows:
- HubSpot Plan selection guidance and setup
- Lead and deal stage configuration
- Property mapping
- Team access and onboarding
- Short video walkthrough & team brief
Outcome: A functioning, user-friendly CRM tailored to current operations & a place to store all lead data.
3. Tool Integration & Automation
Ensure seamless data flow across the system with no manual handoffs:
- Integrate existing tools (e.g. Zapier, fulfillment systems)
- Automate data capture and routing to HubSpot
- Set up basic reporting
- Create user accounts and permissions
- Implement alerts and notifications
Outcome: A connected system with real-time data flow across sales and delivery tools.
4. First Chat Agent Interface
Build a simple internal chat interface that pulls live CRM data:
- Initial Level-0 Agent to talk about lead and deal activity connected to HubSpot
- Ability to query basic lead/deal insights
- Foundation for further full Agent buildouts
Outcome: First working agent to explore future use cases of AI agents in marketing, operations, fulfillment, bookkeeping etc.
Why This Works So Well
We've done this before. Multiple times. Our workflows are refined and proven.
✓ Quick setup with minimal disruption to your current operations
✓ Clean, professional implementation that your team will actually use
✓ Foundation that scales as you grow
Ready to Transform Your Operations?
Complete the onboarding document and pick your HubSpot plan.
We'll handle everything else.
Hit me up on Slack if you have any questions.
- Tom Krassowski
Bonus: Clean Offers for YOUR Clients
Sean, look how clean and professional this offer looks. We can create the same type of high-converting, beautifully designed proposals for YOUR client presentations.
- Custom-branded proposals that match your client's style
- Quick turnaround with our proven templates
- Professional design that helps you close more deals
- Technical setup included - just send the link
"Imagine sending proposals like this to your prospects - clean, professional, and impossible to ignore."
Next Steps
1. Fill out the onboarding document – no need to complete every detail. Just add what you already have on hand.
2. Select your HubSpot plan – we'll guide you to the right choice.
3. Set up your HubSpot account – so we can begin testing and building directly inside the CRM.
Once the onboarding doc is filled out (even partially), we'll draft the first version of the process map and schedule a quick call to review everything.