FOUNDATION
CRM Setup & Cleanup
Set up or improve Salesforce or HubSpot with clear account records, contacts, opportunities, stages, permissions, and reporting.
Discuss this needCRM · PIPELINE · SALES OPERATIONS
Build a sales engine
that actually runs.
A nuclear opportunity can take months or years to develop. We build practical CRM, pipeline, and follow-up processes so opportunities, decision-makers, supplier requirements, and next steps do not disappear between RFQs.
FROM SPREADSHEETS TO STRUCTURE
Your nuclear pursuit pipeline should be visible and usable.
A practical CRM starts with how your team actually sells, qualifies, pursues, and wins work.
VISIBILITY
Pipeline & Forecasting
Create qualification gates, weighted opportunities, milestone dates, probability rules, backlog forecasts, and usable management reports.
Discuss this needDISCIPLINE
Operating Procedures
Develop account plans, meeting routines, follow-up ownership, proposal checklists, handoff points, and practical dashboards.
Discuss this needAUTOMATE
Workflow Automation
Plan automations for inbound leads, reminders, proposal deadlines, meeting notes, task assignments, and pipeline hygiene.
Discuss this needINTELLIGENCE
Business Intelligence
Organize notes on customers, funding, procurement windows, technical needs, and relevant market developments.
Discuss this needEXECUTION
Team Adoption
Make the process straightforward enough that BD, engineering, estimating, and leadership will consistently use it.
Discuss this needAUTOMATION OPPORTUNITIES
Keep the human relationships. Automate the repetitive work.
The best sales automations free up time for real conversations and thoughtful pursuit work.
New inquiry received
Record the lead, route it to the right person, and trigger a timely acknowledgment after a form or CRM is connected.
Opportunity milestone approaching
Remind pursuit owners about site visits, proposal drafts, reviews, solicitation dates, and required follow-ups.
Pipeline review
Flag stale opportunities and prepare concise weekly updates showing next actions, owner, value, and forecast status.
Account intelligence update
Queue relevant industry announcements or procurement items for human review before updating opportunity records.
These are implementation services and proposed workflows, not active website integrations. Deployment requires approved CRM accounts, connected services, and testing.
BUILT FOR TECHNICAL SALES
Process should support the pursuit, not slow it down.
We align sales tools to long-cycle, high-value nuclear and federal opportunities with multiple stakeholders and formal reviews.
TYPICAL DELIVERABLES
- CRM fields, stages, views and workflows
- Account targeting and contact lists
- Opportunity qualification framework
- Capture milestones and action tracking
- Management dashboard and forecast definitions
- Documented procedures and team handoff
Start a conversation
Need your CRM and capture process to work together?
We can build it from the ground up or improve what you already have.