Pipedrive · Launchpad
Most CRMs limp into production. Launchpad ships yours.
A fixed-scope 4–6 week engagement that takes you from "we just bought Pipedrive" to a production-ready CRM your team uses every day. Standard automations, AI-wired from day one via our MetaPipe MCP, and trained humans on the other side of the keyboard.
What's included
Every Pipedrive Launchpad ships with this.
- Discovery + process mapping with sales, ops, and marketing leads
- Pipeline architecture: stages, custom fields, activity types, permissions
- Workflow automation library: follow-ups, ownership routing, stage gates, internal notifications
- Email integration + email-templates library scoped to your top 3 deal motions
- Data migration from spreadsheets or another CRM (HubSpot, Salesforce, Zoho, etc.)
- Top-priority integrations: accounting, calendar, telephony, marketing tools
- AI layer: MetaPipe MCP connector + training on how to delegate to Claude/Cursor
- Team training in two cohorts (admins + end-users), plus a recorded library
How we work
Methodology
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1 · Discovery
A working session with your sales lead, ops lead, and one frontline rep. Map the deal motion, the failure modes, and the tools the team is already using. Output is a process diagram the team agrees with.
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2 · Architecture
Translate the process into Pipedrive: pipeline shape, stages, custom fields, automations, permissions. Reviewed with you before any keystroke hits production.
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3 · Build
We configure in a sandbox account, run a full deal lifecycle end-to-end, and only then migrate data into the live account. Standard automations land here too.
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4 · AI wire-up
Connect MetaPipe MCP, configure access, and run a working session with the team on how to delegate real work to their AI assistant. Hand them the prompts that already work in our studio.
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5 · Launch + training
Two training cohorts: admins (90 min, focused on the moving parts) and end-users (45 min, focused on their daily flow). Recorded for future hires. Two weeks of post-launch tuning included.
Deliverables
What you walk away with.
- Live Pipedrive account configured to your sales motion
- Workflow automation library (typically 8–15 automations) — documented
- Process diagram + admin runbook
- Migrated, deduplicated, structured data with a migration report
- Email-templates library scoped to your deal motions
- MetaPipe MCP connector + per-user license setup
- Training recordings + prompt library for AI delegation
- Two-week post-launch tuning window
Sample timeline
A typical 5-week Launchpad
Indicative — actual cadence flexes to your team's availability. Sign-off gates between phases are non-negotiable.
- Week 1
Discovery + architecture
Process workshop, written architecture doc, sign-off.
- Week 2–3
Build + automations
Sandbox build, full lifecycle dry-run, automation library.
- Week 4
Data migration + AI wire-up
Cleaned import into production, MetaPipe MCP connected, integration smoke-tests.
- Week 5
Training + go-live
Admin + end-user training cohorts, soft launch, daily standups during ramp.
- Weeks 6–7
Post-launch tuning
Embedded support during the first two weeks of real usage. Fix-forward, no surprises.
The AI layer
MetaPipe ships with this — and with everything we build.
Every Pipedrive Launchpad includes a MetaPipe MCP connector per user. Your team's AI gets the full tool surface of your Pipedrive from day one. The same MCP we use inside the studio to QA and maintain your account.
How MetaPipe worksFit check
Who this is for.
Strong fit
- 10–250 person company, sales team of 3+
- Buying Pipedrive for the first time, or coming off a year of pain on another CRM
- You have an internal owner who can answer "how do we sell?" with specifics
- You want AI in the workflow from day one, not as a Year 2 add-on
Not for you if…
- Solopreneur or pre-revenue startup — too much overhead
- You need to ship in under 2 weeks (Launchpad is a 4–6 week engagement)
- You haven't tried to fix your CRM in-house yet (try first; we'll help when you hit the wall)
FAQ
Pipedrive Launchpad — questions we get.
How long is the engagement?
Four to six weeks for the build, plus a two-week embedded support window after go-live. Total ~7 weeks from kickoff to handoff.
What if our process changes mid-engagement?
It will. We re-baseline once at the end of Week 1 if the discovery output looks different from your initial brief. After that, change requests inside the Launchpad scope are absorbed; structural rescopes get a written addendum.
Do you migrate data from another CRM?
Yes — HubSpot, Salesforce, Zoho, Insightly, spreadsheets, exports from in-house tools. We clean, deduplicate, and run a sample import before the full cut-over.
What does "AI-wired from day one" actually mean?
Your Pipedrive ships with MetaPipe MCP connected to each user's Claude or Cursor account. From the first day in production, your team can ask their AI to update deals, run reports, propose follow-ups, and the AI executes against the real API — not a chat wrapper.
What if we don't want the AI layer?
You still get the same build. We don't discount for it — the MCP layer is part of how we ship, and the same MCP is what we use internally for QA + maintenance.
Who runs the training?
A senior implementer who built your account, not a separate trainer. The person who built it teaches it.
What's NOT in Launchpad?
Custom code beyond off-the-shelf integrations. Custom Pipedrive marketplace apps. Long-tail integration projects (>2 weeks of build time). These belong in Scale-up or a separate engagement.
Ready to scope a Pipedrive Launchpad?
Book a discovery call. We'll walk through your current state, sketch the Pipedrive Launchpad scope for your account, and tell you straight whether we\'re the right fit.
Book a discovery call