Transforming Operations for a Growing Outdoor Sports Business

When a growing outdoor sports business approached me, they were at a pivotal stage—ready to scale but struggling with the backend chaos holding them back. Their quoting process was inconsistent, lead follow-ups were falling through the cracks, and project timelines were hard to manage.

I stepped in to implement a customized CRM and project management solution tailored to their sales and installation workflow. We mapped out every stage—from initial inquiry to project closeout—and built automated pipelines to ensure no lead was left behind. Their sales team now has standardized quote templates, a clear follow-up cadence, and real-time visibility into where every deal stands.

Beyond sales, I helped them define service packages, improve job costing visibility, and align their team’s day-to-day tasks with the company’s bigger goals. The result? Faster turnaround times, fewer mistakes, and a more professional experience for their clients.

This project was a reminder that even hands-on, boots-on-the-ground businesses can benefit from backend clarity. With the right systems in place, growth becomes a lot less painful—and a lot more predictable.