Pipedrive Setup Advisor | Free AI CRM Blueprint | Sales Surge
Answer 12 questions about your sales process. Get a custom Pipedrive blueprint with pipeline structure, fields and automations. By a Pipedrive Platinum Partner with 150+ implementations.
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Pipeline stages tailored to your sales process
Custom fields that match how your team works
Automation rules to eliminate manual work
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Built by the team behind 150+ successful Pipedrive implementations for B2B companies in services, SaaS, recruitment, and agencies.
Is this for you?
Setting up a CRM for the first time and want to avoid expensive mistakes
Sales Leaders
Stuck with a messy Pipedrive that nobody uses properly
RevOps Teams
Need a structured approach before rebuilding the CRM
Growing Teams
Adding salespeople and need scalable pipeline structure
What you get
Pipeline Design
Stages, probabilities and deal flow optimized for your model
Custom Fields
The exact fields you need — no more, no less
Automation Rules
Follow-up triggers, notifications and workflow automations
Implementation Order
A step-by-step plan so you know exactly where to start
100% free. No credit card. No obligation.
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Flexibel CRM voor groeiende teams
Flexible CRM for growing teams
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Volledige migratie, vaste prijs
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Stop met admin, automatiseer follow-ups
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Stop leaks in your funnel
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More meetings, less manual work
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CRM comparisons in one place
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Pipedrive Platinum Partner. Wij richten uw CRM, automatisering en outbound zo in dat sales voorspelbaar groeit.
Pipedrive Platinum Partner. We set up your CRM, automation and outbound so sales grows predictably.
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Answer 12 questions → get a free custom CRM blueprint with pipeline, fields & automations
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Vraag van
Question of
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We sell marketing retainers to B2B scale-ups with 20-100 employees
We verkopen marketing retainers aan B2B scale-ups met 20-100 medewerkers
Budget above 10K, decision maker involved, timeline under 3 months
Budget boven 10K, beslisser betrokken, tijdlijn binnen 3 maanden
Leads come in but nobody follows up within 24 hours. We lose deals we should have won.
Leads komen binnen maar niemand volgt op binnen 24 uur. We verliezen deals die we hadden moeten winnen.
What type of business do you run?
Wat voor type bedrijf heb je?
Your business model determines how we structure your Pipedrive pipeline, stages and deal flow.
Je businessmodel bepaalt hoe we je Pipedrive pipeline, fases en dealflow inrichten.
B2B Services
B2B Dienstverlening
Consulting, marketing, IT, finance
Consultancy, marketing, IT, finance
B2B SaaS
Software subscriptions, recurring revenue
Software abonnementen, terugkerende omzet
B2B Product Sales
Physical or digital products
Fysieke of digitale producten
Agency / Consultancy
Project-based, retainer, or hybrid
Projectbasis, retainer, of hybride
Recruitment / Staffing
Placing candidates, hiring pipelines
Kandidaten plaatsen, hiring pipelines
Something else
Iets anders
We adapt to any model
We passen ons aan elk model aan
What do you sell and to whom?
Wat verkoop je en aan wie?
One sentence is enough. This helps us tailor pipeline stages and deal fields to your specific offer.
Eén zin is genoeg. Dit helpt ons pipeline fases en deal velden af te stemmen op jouw aanbod.
Example: "We sell marketing retainers to B2B scale-ups with 20-100 employees"
Voorbeeld: "We verkopen marketing retainers aan B2B scale-ups met 20-100 medewerkers"
How long does it take to close a deal?
Hoe lang duurt het om een deal te sluiten?
The more complex your deal, the more pipeline stages and automation rules you need.
Hoe complexer je deal, hoe meer pipeline fases en automatiseringsregels je nodig hebt.
Quick (1 to 2 calls)
Snel (1 tot 2 gesprekken)
Under 2 weeks, straightforward
Binnen 2 weken, rechttoe rechtaan
Medium (3 to 5 touchpoints)
Gemiddeld (3 tot 5 contactmomenten)
2 to 6 weeks, some back and forth
2 tot 6 weken, wat heen en weer
Complex (proposals, multiple contacts)
Complex (offertes, meerdere contacten)
1 to 3 months, proposals required
1 tot 3 maanden, offerte nodig
Enterprise (long cycle, procurement)
Enterprise (lange cyclus, inkoop)
3+ months, multiple stakeholders
3+ maanden, meerdere stakeholders
Where do your leads come from?
Waar komen je leads vandaan?
Select all channels that bring you leads. This determines your source tracking and lead routing setup.
Selecteer alle kanalen die leads opleveren. Dit bepaalt je bron-tracking en lead routing.
Website / Inbound
Contact forms, demo requests
Contactformulieren, demo aanvragen
Cold Outbound
Email sequences, cold calling
Email sequences, koud bellen
Connection requests, messages
Connectieverzoeken, berichten
Referrals / Network
Referrals / Netwerk
Word of mouth, introductions
Mond tot mond, introducties
Events / Trade Shows
Events / Beurzen
Conferences, networking events
Conferenties, netwerk events
Partner Channel
Partner Kanaal
Resellers, integrations
Resellers, integraties
How is your sales team organized?
Hoe is je salesteam georganiseerd?
This determines ownership rules, visibility settings and who sees what in Pipedrive.
Dit bepaalt eigenaarschapsregels, zichtbaarheid en wie wat ziet in Pipedrive.
Solo / Founder-led sales
You handle everything yourself
Je doet alles zelf
Small team (2 to 5 people)
Klein team (2 tot 5 mensen)
Everyone does a bit of everything
Iedereen doet een beetje van alles
SDR + AE split
SDR + AE verdeling
Prospecting and closing are separate roles
Prospecting en closing zijn aparte rollen
Full sales org
Volledige sales organisatie
SDR, AE, AM, possibly CS
SDR, AE, AM, eventueel CS
How do you decide if a lead is worth pursuing?
Hoe besluit je of een lead de moeite waard is?
Tell us about your qualification criteria. We use this to set up the right filters and fields in Pipedrive.
Vertel ons over je kwalificatiecriteria. We gebruiken dit om de juiste filters en velden in Pipedrive in te richten.
Example: "Budget above 10K, decision maker involved, timeline under 3 months"
Voorbeeld: "Budget boven 10K, beslisser betrokken, tijdlijn binnen 3 maanden"
Does a lead change hands during the sales process?
Wisselt een lead van eigenaar tijdens het salesproces?
Handoff moments are where deals get lost. We build automation to prevent that.
Overdrachtsmomenten zijn waar deals verloren gaan. We bouwen automatisering om dat te voorkomen.
No handoffs
Geen overdrachten
One person from start to finish
Eén persoon van begin tot eind
Marketing to Sales
Marketing naar Sales
MQL becomes SQL
MQL wordt SQL
SDR to Account Executive
SDR naar Account Executive
Qualified meeting handoff
Gekwalificeerde meeting overdracht
Multiple handoffs
Meerdere overdrachten
SDR to AE to AM or CS
SDR naar AE naar AM of CS
What numbers do you want to see in your dashboard?
Welke cijfers wil je zien in je dashboard?
Select what matters most. We build your Pipedrive dashboards around these KPIs.
Selecteer wat het belangrijkst is. We bouwen je Pipedrive dashboards rondom deze KPIs.
Pipeline value and forecast
Pipeline waarde en forecast
Conversion rates per stage
Conversieratio per fase
Activity tracking (calls, emails)
Activiteiten tracking (calls, emails)
Lead response time
Lead responstijd
Deal velocity and cycle time
Deal snelheid en doorlooptijd
ROI per lead source
ROI per lead bron
Do you sell one thing or multiple things?
Verkoop je één ding of meerdere dingen?
Different products or sales motions often need separate pipelines in Pipedrive. We help you decide.
Verschillende producten of sales motions hebben vaak aparte pipelines nodig in Pipedrive. We helpen je beslissen.
One sales process
Eén salesproces
Same steps for every deal
Dezelfde stappen voor elke deal
Inbound + Outbound
Different entry points, different flow
Verschillende instappunten, andere flow
Multiple products or services
Meerdere producten of diensten
Each with its own sales cycle
Elk met een eigen salescyclus
Not sure yet
Weet ik nog niet
We will advise based on your context
We adviseren op basis van je context
Be honest: how good is your follow-up today?
Wees eerlijk: hoe goed is je opvolging vandaag?
No judgment. This tells us which automations to prioritize first to save you the most revenue.
Geen oordeel. Dit vertelt ons welke automatiseringen we eerst moeten bouwen om de meeste omzet te redden.
Solid, rarely miss one
Sterk, missen er zelden een
Follow-up is consistent
Opvolging is consistent
Decent but hit or miss
Redelijk maar wisselend
Depends on the day and the person
Hangt af van de dag en de persoon
Weak, leads slip through
Zwak, leads glippen weg
We know we lose deals because of it
We weten dat we deals verliezen hierdoor
No system at all
Helemaal geen systeem
Everything is manual or in our heads
Alles is handmatig of in ons hoofd
What CRM are you using today?
Welk CRM gebruik je nu?
Starting fresh or migrating? Both are fine. We handle data migration and clean-up.
Helemaal nieuw beginnen of migreren? Beide prima. We regelen datamigratie en opschoning.
No CRM yet
Nog geen CRM
Spreadsheets, email, or nothing
Spreadsheets, email, of niets
Pipedrive (needs work)
Pipedrive (heeft werk nodig)
Already using it, needs optimization
Gebruik het al, heeft optimalisatie nodig
Switching from HubSpot
Overstappen van HubSpot
Too complex, need simplicity
Te complex, simplicity nodig
Zoho CRM
Looking for something better
Op zoek naar iets beters
Excel, Notion, Airtable, etc.
What frustrates you most about your sales process right now?
Wat frustreert je het meest aan je salesproces op dit moment?
This is the problem we solve first. Be specific: the more detail, the better the advice.
Dit is het probleem dat we als eerste oplossen. Wees specifiek: hoe meer detail, hoe beter het advies.
Example: "Leads come in but nobody follows up within 24 hours. We lose deals we should have won."
Voorbeeld: "Leads komen binnen maar niemand volgt op binnen 24 uur. We verliezen deals die we hadden moeten winnen."
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Opgebouwd uit ruim 150 pipedrive implementaties die we zelf hebben gedaan, en toegepast op jouw antwoorden.
Written by RevOps specialists with 150+ Pipedrive implementations. Tailored to your business.
Opbouw van je pijplijn
Pipeline structure
Automation rules
Afspraken over je data
Data quality rules
Volgorde van invoeren
Implementation order
Advies over je tools
Toolstack advice
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Met je stages, je custom fields, je automatiseringen, je tools en de volgorde waarin je het invoert.
Including pipeline stages, custom fields, automation, toolstack and implementation order.
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Discuss this blueprint with one of our Pipedrive specialists. We will show you how fast we can get this live.
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