Sales operations · Built and demonstrated
SLUG Sales OS
Scattered sales activity became one shared operating rhythm.
A five-person sales team was maintaining disconnected sales tools through a nine-step nightly reporting ritual.
Where the work was getting stuck.
Email activity, Instagram leads, pipeline stages, spreadsheets, and daily reporting lived in different places. Reps spent time reconstructing the state of the pipeline instead of moving deals, and follow-ups could disappear between systems.
What WasatchWise put in place.
- 01
One activity form designed to replace the nightly nine-step logging sequence.
- 02
A shared pipeline, follow-up queue, and revenue dashboard against the team goal.
- 03
AI-assisted signals for deals going cold and the next useful sales question.
- 04
A complete implementation and handover guide covering setup, migration, daily use, prompting, retention, and the first 30 days.
The useful change.
The team saw a working system loaded around its real stages, selling method, people, and pipeline. The build demonstrated the full WasatchWise model: build the working version first, then document and train for handoff.
Bring the real project