dw.Don WardINDEPENDENT CONTRACTORSee my work
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CRM / Healthcare · PRIOR PROFESSIONAL WORK

A CRM built around how each team sells

Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.

MY ROLE

I interviewed each company, defined the requirements, and built the HubSpot setups myself.

The problem

Several healthcare portfolio companies had no consistent way to track sales activity, opportunities, or follow up. Their sales processes differed across healthcare subsectors.

What I did

  • Interviewed each company to understand its actual sales process before configuring the CRM.
  • Set up contact and company properties, deal pipelines, stages, forms, email templates, user permissions, and automations.
  • Imported existing sales data for the one team that had it; other teams were starting from scratch.
  • Built reporting for deal count, conversion, sales activity, and outbound activity.
  • Set up an automatic reengagement email when a lead went a defined number of days without contact.

How the team used it

  • Give founders and sales teams a shared view of the pipeline.
  • Make follow up consistent without forcing every company into the same template.

WHAT CHANGED

Established defined pipeline stages, consistent follow up, activity tracking, and basic sales reporting where a reliable system had not existed.

Relevant services

Automation & integrationsCRM setup, cleanup & migrationReporting, data & dashboardsHealthcare technology & data

CONNECTED EXPERIENCE

More work to explore.

Illustrative reconstruction based on the workflow I built or managed. No client data shown.

LET'S MAKE THE WORK EASIER.

A clearer process.
A system that works.

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