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Pipedrive · Launchpad & Pipeline Blueprint

From scattered spreadsheets to a sales day that runs on Pipedrive.

For B2B teams of 10–250 people: move from Excel and Outlook or a messy first setup to a production-ready CRM in 4–6 weeks, with AI connected from day one.

Book a 30-min review call Try Pipedrive free for 30 days 4–6 weeks · fixed scope
Viewing Pipedrive blueprintSwitch blueprint →Still choosing between HubSpot and Pipedrive? Take the 2-minute fit quiz →

Five stages. Every column earns its place.

Move deals when buyers commit. Keep «To call», «Follow up», and «Waiting on reply» in scheduled activities, with one accountable owner per deal.

  1. 01

    Qualified Reply

    Real ICP fit and a concrete problem acknowledged. Assign one deal owner before moving on.

  2. 02

    Discovery Done

    Scope and decision-makers confirmed. Agree a dated next step with the buyer.

  3. 03

    Proposal Out

    Quote sent. Put the proposal review call on both calendars.

  4. 04

    Verbal Yes

    Terms agreed. Track the named person handling contract or procurement.

  5. 05

    Contract & Handoff

    Signed. Generate a delivery handoff note with scope, contacts, and commitments.

One primary Sales pipeline in Pipedrive. Keep pre-qualified names in Leads Inbox and use required fields per stage to keep active deals complete.

The first 48 hours: move the work that matters

Move on day one

  • Deals with buyer activity in the last 60 days
  • Current customers and upcoming renewals
  • Open follow-ups with a real date
  • Split addresses and deduplicated companies and contacts

Park or leave out

  • Cold rows untouched for 60+ days
  • Unverified bulk lists
  • Stale one-off email templates
  • Manual BCC habits

Want to run the import yourself first? Open Playbook 02: Get Sales Out of Excel & Outlook (with copy-paste prompts) →

Three routines that give your sales day back

AI ready from day one

Every Launchpad ships with MetaPipe MCP connected to Claude, ChatGPT, or Cursor from day one. Update deals, prepare follow-ups, and ask for reports in chat.

Explore the connector →

Our work

Pipedrive projects we have shipped

Real client work, tracked hour by hour. Open one and look.

01

Stromeus · Salesforce Lead Migration

Energy & Utilities · DE
7 weeks · 33 tasks
Duration
7 weeks
hours
66
tasks
33
PipedriveSalesforceJustcallMake

The planned move to Salesforce defines how call enquiries should be recorded and which leads should return to Pipedrive for sales follow up.

Read project: Stromeus - Salesforce Lead Migration
02

Astos | Pipedrive to sevdesk invoicing · CRM Onboarding

Aerospace · DE
16 weeks · 16 tasks
Duration
16 weeks
hours
10
tasks
16
meetings
20
PipedriveOffice 365

Astos brought its existing contacts, sales, and products into Pipedrive, giving the team a shared place to prepare quotes and track opportunities.

Read project: Astos | Pipedrive to sevdesk invoicing - CRM Onboarding
03

RoofTech · CRM Onboarding

Construction & Solar · DE
12 weeks · 19 tasks
Duration
12 weeks
hours
47
tasks
19
meetings
14
PipedriveXentralMake

RoofTech’s sales team can follow quotes and orders in Pipedrive. Customer details pass to Xentral automatically, while quotes and orders return to Pipedrive.

Read project: RoofTech - CRM Onboarding
All Pipedrive projects

Bring your current spreadsheet or pipeline. We’ll agree the first practical step.

Book a 30-min review call →

How we work

A typical 5-week Launchpad

Indicative timing, with sign-off between phases. The cadence follows your team’s availability.

  1. Week 1

    Discovery + architecture

    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.

    Translate the process into Pipedrive: pipeline shape, stages, custom fields, automations, permissions. Reviewed with you before any keystroke hits production.

  2. Week 2 to 3

    Build + automations

    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.

  3. Week 4

    Data migration + AI wire-up

    Cleaned import into production, MetaPipe MCP connected, integration smoke-tests.

    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.

  4. Week 5

    Training + go-live

    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.

Weeks 6 to 7 · Post-launch tuning

Embedded support during the first two weeks of real usage. Fix-forward, no surprises.

What you walk away with

  • A live CRM with five buyer-commitment stages and clear ownership
  • Clean imported deals, companies, and contacts with a migration report
  • Connected inbox and calendar with agreed logging rules
  • Morning queue, proposal review, and next-activity routines
  • Priority tool connections and a tested delivery handoff
  • AI access, a working prompt library, and team practice
  • An admin guide, process diagram, and recorded team training
  • Two weeks of support and tuning after launch

Is Launchpad the right next step?

Strong fit

  • A B2B team of 10–250 people with a sales team of 3+
  • Moving from Excel and Outlook or a messy first CRM setup
  • An internal owner can agree how the team sells
  • You want AI available in the daily routine from day one

Not for you if

  • You need a launch in under two weeks
  • You need a custom software project beyond the agreed CRM scope
  • You already have a solid CRM and mainly need targeted improvements

Before we start

How long does Launchpad take?

Four to six weeks for the build, followed by two weeks of support during real usage. We agree timing with your team.

Can you migrate our spreadsheet or existing CRM?

Yes. We deduplicate, map fields, and test a small import before moving the remaining data.

What does AI ready from day one mean?

MetaPipe MCP is connected. Your team practises with real deals, ready-to-use prompts, and existing CRM permissions.

What is outside the scope?

Larger custom software and integration projects are scoped separately. Available automations also depend on your CRM subscription.

Already running a CRM?

Scale-up: fix and automate your existing CRM →Care: keep your CRM running reliably →Find the leaks first: 10-question CRM health review →

Official Pipedrive Premier Partner Perk

Starting fresh on Pipedrive? Get 30 days free instead of 14.

Register your Pipedrive account through our partner link to unlock an extended 30-day free trial — double the standard 14-day trial, with full feature access and zero lock-in whether you set it up solo or build with us.

Start 30-day free Pipedrive trial

Turn your blueprint into a working sales day

Bring the messy sheet, the Outlook folders, or the first setup. We’ll scope the path to a CRM your team can run.

Book a 30-min review call →