Every rep’s week, on one page, every Monday at 6am.
Calls, visits and which accounts each rep spoke to. I pull it from your CRM. Nobody logs anything extra.
For UK companies with five to fifty field reps, on Pipedrive, HubSpot or an ERP.
£2,000 fixed. Live in three weeks.
Monday 8am: “I don’t know what the team did last week.”
Sunday night: you’re building the report yourself, from exports.
The Monday meeting: the reps see their own numbers for the first time.
71% of a UK and Ireland sales rep’s time goes on work that isn’t selling. Salesforce State of Sales, 2024, 300 UK + 100 IE · vendor survey.
This is what you get on a Monday.
By 9am you know which rep had a dead week and which customer has gone quiet. That’s before the Monday meeting, not after it.
- 1
I connect to your CRM, and your orders if they help.
Read-only. An hour of your IT person's time, on a call with me. I can't change anything.
- 2
I build the report around how your team sells.
Your rounds, your regions, your definition of a visit. AI writes the summaries. The numbers come straight from your system.
- 3
It’s in your inbox at 6am every Monday.
The first one comes within three weeks. After that it’s there before you are, and nobody has to build it.
- Days 1–2Read-only access
- Days 3–15I build the report around how your team sells
- Day 21The first Monday report arrives
Say yes this week and the first report arrives three weeks later.
“Our reps don’t log much”.
That’s fine. Your orders, quotes and invoices already show most of it, so I read those too. You still see who each rep is working and which customers have stopped ordering (→ the quiet-customers report).
If you want the reps logging more, I sort that too. Usually it’s a thirty-second voice note in the car park that goes straight into the CRM.
- Live in three weeks
- I build it and keep the Monday report coming, running costs included
- You own the code and the prompts. No licence fees
If your CRM can’t give you a report worth reading, I tell you on the call and we leave it there.
Instead of hiring a sales analyst. A sales analyst is about £35k before fees and on-costs, and two to three months away. This is live in three weeks.
Book a 15-minute call.
Fifteen minutes, no slides. I show you a live report and you tell me if you’d use it.
Pick a 15-minute slot that suits you.
Or ring 07596 052784.
You get a calendar invite. Bring last month’s sales report if you have one, and we go through your real numbers.
- What does IT need to do?
- About an hour on a call with me to set up read-only access. I install nothing and can’t change anything in your system.
- Is there an ongoing fee?
- No. £2,000 covers the build, the report every Monday and its running costs. Anything extra, we talk once you’ve seen it work.
- Is our data safe?
- The connection is read-only. Your data stays in the UK and EU. I never share it, and I delete it when you ask.
Fawad Bhatti
PeterboroughI’ve spent twelve years building sales reports and tools for field teams, including at Hilti.
31% of revenue sat with customers who had quietly stopped ordering · 2 in 3 ordered once and never came back. A report now finds them, regularly. Read the case →
I was genuinely impressed by the level of detail you went into, and the explainer videos were extremely helpful in understanding both the findings and the reasoning behind the recommendations.
Dylan FernandesRush PCB