Fractional CRM & sales operations
Whooley Consulting cleans up your CRM, builds a practical sales process, and gives you a pipeline you can finally understand—without the cost of a full-time administrator or a large consultancy.
Built for owner-led B2B and service businesses with 5–50 employees.
What to expect
15 years
of sales experience shaping recommendations—not software administration for its own sake.
One clear owner
for the cleanup, structure, reporting, and ongoing care your CRM has been missing.
No inflated transformation promises.
You get a candid assessment, prioritized recommendations, and a system your team can realistically maintain.
From messy to manageable
Start with the truth of what is happening now, remove friction, then build the visibility and automation that support better follow-up.
A CRM Health Check reviews your data, properties, pipelines, ownership, views, reporting, and day-to-day habits. You receive a clear list of issues and opportunities, prioritized by impact.
Best for: “We know it’s messy, but we don’t know where to begin.”
Duplicate records, stale deals, inconsistent stages, missing fields, confusing properties, and unclear ownership are corrected so your team can trust what they see.
The goal: less noise, fewer workarounds, and better adoption.
Process & pipeline
Stages, required information, ownership, and views configured around how your team really sells.
Reporting & automation
Dashboards, lead assignment, tasks, follow-up, and stale-deal workflows that keep action visible.
Engagements
Every CRM is different. These packages create a practical starting point; final scope is confirmed after an introductory conversation.
Your CRM should answer questions, not create them
Start by identifying what is getting in the way, what needs to be fixed first, and how HubSpot can better support your team.
Choose a starting point