Products/Self-Serve Kits

Pipeline Visibility Kit

Fix your pipeline reporting in an afternoon.

5.0 · 100+ orgs delivered · 19,000+ hours
$69one-time · instant download
1–3 hours to implement
30-day satisfaction guarantee · Secure checkout via Stripe
19,000+ Hours Delivered 50+ Salesforce Certifications 100+ orgs delivered

What's included

  • Pipeline stage audit checklist (20+ checkpoints)
  • Stage naming and probability configuration guide
  • Forecast category alignment playbook
  • Stalled deal detection setup (Flow + report)
  • Pipeline hygiene dashboard template
  • Rep coaching report configuration

Outcomes clients have achieved

  • Forecast accuracy improved from 65% to 91% (client result)
  • Pipeline hygiene score visible in under 30 minutes
  • Stalled deal alerts configured and running same day

The problem this solves

Most Salesforce pipeline setups are copy-pasted from a default template that was never aligned to how the business actually sells. The result: forecast accuracy below 70%, reps ignoring pipeline hygiene, and leadership making decisions on bad data.

Pair it with these kits

Forecasting Accuracy Kit

$69

Get forecast numbers your leadership will trust.

View details

Lead-to-Close Automation Pack

$99

Automate the handoffs that kill deals.

View details

Ready to fix it? Today.

Instant download. No calls. No SOW. 1–3 hours to implement.

30-day satisfaction guarantee