Your spreadsheet is lying to you.
Five versions of the same file, each with different numbers, and nobody knows which one is right. One place for leads, customers, follow ups, and pipeline, so everyone works from the same numbers.
The problem
Leads fall through the cracks, follow ups get missed, and revenue disappears. I once watched a manager get torn apart in a meeting with the President of the company because the numbers they presented did not match the numbers on someone else's version of the spreadsheet. When leadership cannot agree on which version of the data is correct, the spreadsheet is no longer helping the business. It is creating risk.
What we do: We install the CRM Launch Package, a proven process that replaces spreadsheet chaos with a CRM foundation your team will actually use. It is built on Runeship, our custom CRM foundation. A CRM only works when people use it, so the package is built around the way your team actually works. If it is not in the CRM, it did not happen.
Who it is for
This is for growing businesses that have outgrown spreadsheets but are not ready for Salesforce. You need a system built around the way your business actually works, not a big platform with monthly licensing, unused features, and complexity that needs admins or consultants.
If more than two people are actively editing the same business critical spreadsheet, it is probably time for a CRM.
How it works
Three phases, in order. Each one builds on the last.
Foundation Setup
- Discovery and Process Mapping. We learn your business, map your current workflow, and identify what is working and what is not.
- Spreadsheet-to-System Review. We analyze your spreadsheets, data sources, and reports to plan a clean, accurate transition.
Operational Visibility
- Runeship CRM Foundation Setup. We configure your Runeship CRM with core objects, fields, user roles, and essential settings.
- Lead, Contact, Company, and Opportunity Tracking. We build the essential records and pipeline stages so your team can capture, manage, and move opportunities forward.
- Dashboard and Pipeline Reporting. You get real-time dashboards and reports that answer the questions leadership cares about.
Adoption and Momentum
- Launch Training Session. We train your team, walk through day-to-day usage, and set clear expectations for success.
Five Implementation Accelerators included
Crawl, Walk, Run
Crawl
The Launch Package. Get out of spreadsheet chaos.
Walk
Reporting and accountability. Scoped separately.
Run
Connect the CRM to the rest of your business. Scoped separately.
Walk and Run are scoped and priced separately, so you only build what you need, when you need it.
What it costs
CRM Launch Package
The full three phase package, including the five Implementation Accelerators. One fixed price, no per user fees, no monthly licensing.
What is included
- Discovery and Process Mapping
- Spreadsheet-to-System Review
- Runeship CRM Foundation Setup
- Lead, Contact, Company, and Opportunity Tracking
- Dashboard and Pipeline Reporting
- Launch Training Session
Advanced items are scoped separately, including large historical data migrations, complex workflow automation, custom portals and integrations, and ongoing CRM administration.
Start with the free assessment
Book a free Spreadsheet-to-CRM Assessment. Find out whether a CRM makes sense for your business, and what to do first. We will look at:
- Where your current process is breaking
- What your CRM should track first
- Which spreadsheets should become workflows
- Whether a custom CRM foundation makes sense
- What to automate now versus later
Not ready to book yet? Download the free guide, Your Spreadsheet Is Lying To You.
What happens next
After the Launch Package, the CRM grows with your business. In the Walk stage, reporting and accountability improve, with custom dashboards, pipeline reports, follow up reminders, team activity tracking, and manager visibility. In the Run stage, the CRM connects to the rest of your business, including calendar, email, website forms, accounting, payments, documents, marketing, customer portals, and external APIs.
The point of Run is to eliminate dual data entry. The CRM becomes the starting point for the work, not another place to type the same information twice. Start simple. Build momentum. Grow with confidence.