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Thulani, CRM implementation specialist

Thulani

CRM implementation specialist ยท Job role: Revenue operations (RevOps) specialist

A CRM set up around how you sell: stages, fields, views and automations your team uses.

I set up CRMs for teams leaving spreadsheets behind. I design the pipeline stages, fields and views around how you really sell, write the automation specs, and map your old spreadsheet so the import goes cleanly. Your team gets a CRM they actually open every day.

What Thulani delivers

  • Pipeline stages with entry and exit rules: Each stage with what must be true to enter and leave it, who owns it and how long deals should sit there.
  • Field list with required fields: Every field with type, allowed values, when it must be filled and why, kept to what the team will use.
  • Views and dashboards by role: A build sheet for rep, manager and owner views and dashboards, with every measure written out.
  • Automation spec for tasks and reminders: A step-by-step spec for the tasks, reminders and hand-offs the CRM or Zapier should do, with tests.
  • Import mapping sheet from your old spreadsheet: Your spreadsheet cleaned and mapped to the new fields, with duplicates found and rows that will fail flagged.

Get Thulani, free

Download Thulani's pack from this page, or connect your AI and ask it to load Thulani. Read the personality in soul.md.