Your Sales
Operations Designed.

At Ops Designed we specialize in Sales-Ops. That is, sales process design, documentation, and automation to help companies scale. If you're ready to bring your sales team to the next level, let's chat.

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100+
Projects Completed
5.0
Rating
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Upwork.com
40 reviews
37,000+
Monthly Tasks Automated

Our Services

Pipedrive Strategy Session

Sales Process Mapping

Let us guide you through your Pipedrive setup discussing key features most relevant to YOUR business. Learn:

  • How to structure Pipedrive to measure your team’s and lead gen’s performance
  • Which features to use and how, customized for your goals
  • About the Pipedrive Marketplace, workflow automations, and Zapier

Sales Process Mapping

In this project we’ll identify the unique steps of your sales cycle and determine where process definition and automation will:

  • help your sales team win more business
  • provide you with the data needed to continue to make smart business decision

Sales Process Optimization & Automation

Sales Process Mapping

Once we’ve completed your sales process map, we’ll dive into creating your optimized sales state. This includes:

  • configuring your Pipedrive CRM
  • building automations
  • creating your Sales Process Playbook

Client testimonials

This is our second time working with Liz to design a new system for our firm. She was able to adapt the Pipedrive CRM to create a customized database for our intake process. She made sense of our chaotic process, designed a streamlined process, and then implemented Pipedrive so that we can easily track relationships and communications. The process manuals and troubleshooting support really went the extra mile, and will make it easy to implement as new members join our team. Liz is incredibly organized, confident in her approach, and delivered everything on time. Working with her was one of the best investments our small company made last year!

Carlyn @ Good Insight

Liz and her team are total pros. I have worked with dozens of contractors over the years and Ops Designed is one of the absolute best! They are very smart, caring, and client solution focussed. Highly, highly recommend.

Craig from Jet Pet Resort
Craig @ Jet Pet Resort

This is our second time working with Liz to design a new system for our firm. She was able to adapt the Pipedrive CRM to create a customized database for our intake process. She made sense of our chaotic process, designed a streamlined process, and then implemented Pipedrive so that we can easily track relationships and communications. The process manuals and troubleshooting support really went the extra mile, and will make it easy to implement as new members join our team. Liz is incredibly organized, confident in her approach, and delivered everything on time. Working with her was one of the best investments our small company made last year!

Carlyn from Good Insight
Carlyn @ Good Insight

The #1 problem businesses face isn't lead generation, it's an inability to methodically capture and convert those leads. Businesses see site traffic, social impressions, and discovery calls, however, without a reliable and automated process there (at best) exists a very wasteful sales pipeline. At worst, there are no new sales at all. ...We had this problem. HAD. Thanks to Liz and her incredible team, we are now able to properly and effortlessly capture, engage, follow-up, and close new business. We can train new hires on the process with the immaculate training documentation Ops Designed created and we're finally able to scale.

Daniel from Joseph Studio
Daniel @ Joseph Studio

Working with Liz was fantastic and we really feel like we got what we paid for on this project. We had previous experience building out our Salesforce platform years ago, so we understood the work it would take going into a new system. Liz is very knowledgeable about what the Pipedrive system can do and dove deep into our business to understand how the system would best work for our needs. We can't wait to work with her again on our next project in a few months.

Allison from Miami Life Insurance Services
Allison @ Miami Life Insurance Services

Liz and the Ops Designed team are outstanding. Liz has a wonderful ability to ask questions that get to the heart of what you're asking for and she's able to explain things in layman's terms so that the programmed backend is easy to understand. I cannot thank Liz and her team enough for the work they did for us. We are a small business with a ton of logistics and the way they have streamlined our processes is beyond our wildest of expectations.

Danni from Everything Creative Designs
Danni @ Everything Creative Designs

We had the absolute best experience with Ops Designed. CRM systems aren't one size fits all. We knew we needed to automate certain processes but had no idea where to start. Liz takes the time to understand your company, figure out your needs, and then designs a detailed and thoughtful plan for how to automate what you need. I can't recommend Liz enough for people of all industries, her ability to help you know exactly what you need and how to get there was a god send. We couldn't have automated our database without Liz and Olena!! To anyone hesitant about whether mapping is worth it, SIGN UP FOR MAPPING! It was essential to making sure we were paying for the automations we truly needed and nothing extra. This is such a unique product!

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Johanna @ Boise Baroque Orchestra

I had a phenomenal experience working with Ops Designed. The impact to my business was truly immediate because the tools that I use every day are now functioning at a higher level. In particular, I am able to do sales outreach 2x to 3x faster because of the processes and improvements Liz implemented. Liz was the perfect combination of consultative and directive. She took great care to address my needs and preferences while also offering much needed practical guidance based on her extensive experience.

Evan from Jubilee Media
Evan @ Jubilee Media
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Free Pipedrive setup videos & an extended trial

Pipedrive limited time offer. 10 months of getting started videos and a 1 month extended Pipedrive trial.
Check your Email. Your Setup Instructions and Extended Trial details will be there within a few minutes.
Oops! Something went wrong while submitting the form.
Unless you want to chat, I’ll send you one email with a ton of “getting started” content and that’s it

Integrating With 30+ Services

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Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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Zapier

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

Calendly logo
Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

JotForm logo
Jotform

The newly redesigned JotForm lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline. Free for your first 5 forms!

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Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

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PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.