Sales Process and Pipeline Services for Real Estate and B2B Teams
See every opportunity and what happens next.
- Price
- Custom quote
- Typical timeline
- 4 to 8 weeks
- Best for
- Teams whose deals are hard to see or forecast
- You get
- A pipeline your team uses and trusts
The short answer
What does Geekly's sales process and pipeline work include?
Geekly designs your sales stages, exit criteria, ownership and follow-up, then builds the pipeline in HubSpot with the fields, tasks, views and dashboards your team needs. We work with real estate, housing and PropTech companies, and with B2B teams that sell the same way. Most projects take 4 to 8 weeks and end with training, so reps, managers and leadership read the pipeline the same way.
Warning signs
When deals are hard to see and forecasts keep changing
A pipeline should tell you what happens next.
Most teams we meet have a pipeline in name only. Stages mean different things to different people, deals sit untouched for weeks and the forecast depends on who you ask. These are the patterns that tell us the sales process needs a redesign.
Speak to a Geek about your pipelineStages nobody agrees on
One rep's qualified is another rep's proposal sent, so pipeline reports mix very different deals in the same column.
Deals that stall quietly
Opportunities sit in the same stage for weeks with no next step, and nobody notices until the month closes.
Handoffs that drop details
Leads move from marketing to sales, or deals move from sales to onboarding, and context gets lost along the way.
A forecast built on gut feel
Leadership asks what will close this quarter, and the answer comes from a spreadsheet and a few phone calls.
What is included
Everything a working pipeline needs
A pipeline works when every stage means the same thing to everyone. We define the stages, the exit criteria and the owner of each step, then build what your team needs to move deals forward and what leadership needs to see them, all in HubSpot.
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Stage definitions and exit criteria
What it means for a deal to be in each stage, written so reps, managers and leadership use the same language.
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Ownership and handoffs
One owner for every stage and clear handoffs between marketing, sales and onboarding, so no deal waits for someone to notice it.
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Required fields and tasks
The information to capture at each stage and the follow-up tasks that keep deals moving, kept as light as the work allows.
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Multiple pipelines
Separate pipelines for new business, renewals, referrals or service lines when your sales motions differ.
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Deal views and boards
Saved views and boards for reps, managers and leadership, so each person sees the deals they need to act on.
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Forecasting and reporting
Dashboards for pipeline value, stage conversion, deal velocity and forecast, built on the stages your team agreed to.
How it works
From recent deals to a pipeline your team trusts
Every stage is agreed before it is built.
Your reps know how deals actually move. We start with their experience and your recent wins and losses, design the process together, and only then build it in HubSpot.
Set the goal
We agree on the revenue target, the sales cycle and what leadership needs to see from the pipeline.
Trace recent deals
We follow recent wins and losses from first contact to outcome to see where deals speed up, stall or drop.
Design the stages
Stage definitions, exit criteria, owners and next steps, reviewed and agreed with your team.
Build in HubSpot
We set up the pipeline, required fields, tasks, automation and views, then test them with real deals.
Train and report
Your team learns the new process, and leadership gets dashboards for pipeline value, conversion and forecast.
By industry
Pipelines for the way your market sells
Residential property management
Owner pipelines from rental analysis to signed management agreement, with follow-up for owners who are not ready yet.
See residential property managementCommercial real estate
Listing, leasing and investment pipelines that give brokers a simple process and give leadership a clear view of activity.
See commercial real estateHome builders and developers
Buyer pipelines from interest list to contract and closing, with clean handoffs from online sales to the sales center.
See home builders and developersPropTech
Demo-to-close pipelines with clear qualification, buying committee tracking and handoffs into onboarding.
See PropTechResidential brokerage
Buyer and seller pipelines from first inquiry to closing, so every agent works leads the same way and the brokerage sees what is coming.
See residential brokerageOutside real estate
SaaS, professional services and B2B teams get the same discipline, built around their own sales cycle.
See outside real estate
Is this right for you?
A good fit if deals are hard to see
Good fit
- Reps and managers describe stages differently
- Forecasts change without warning
- Deals stall and nobody notices
- You are adding reps or a new sales motion
- Leadership wants a forecast it can trust
Better to wait
- Not a fit: You need a full HubSpot setup first (start with HubSpot Implementation)
- Not a fit: You only need one report built (see Reporting & Attribution)
“The Geeks have been so helpful, we've had the best experience and they have exceeded our expectations. Our company is more organized and efficient thanks to Geekly!”
Other ways we can help
Other ways we can help
Sales Enablement Strategy
Playbooks, content and training that help reps work the pipeline.
See how sales enablement supports your repsCRM & Revenue Operations
Clean data and shared definitions across marketing, sales and service.
See how we connect your CRM and revenue dataReporting & Attribution
Dashboards that show which channels and campaigns bring in deals.
See how we report on what drives revenue
Frequently asked questions
Questions about Sales Process & Pipeline
What does sales process and pipeline work include?
Stage definitions and exit criteria, ownership and handoffs, required fields and tasks, separate pipelines where you need them, deal views for each role, and forecasting dashboards in HubSpot, followed by team training.
Can you build more than one pipeline?
Yes. Many teams need one for new business and one for renewals or referrals.
Will our reps have to change how they sell?
We design the process with them, start from how they already work and keep each step as light as the work allows.
How long does it take?
Most projects like this take 4 to 8 weeks. We confirm the timeline when we set the scope.
How much does it cost?
Every project is quoted to your scope. Price depends on the number of pipelines, the automation involved and how much data needs cleanup. We share an estimate after a discovery call.
Can you fix the pipeline we already have?
Yes. We review your current stages, properties and reports, keep what works and rebuild the rest, then move open deals into the new stages.
Do you automate follow-up?
Yes. We set up tasks, reminders and notifications at the stages where deals tend to stall, so reps know the next step without hunting for it.
Do we need HubSpot?
We build pipelines in HubSpot. If you use another CRM, we can design the process with you and help you decide whether a move to HubSpot makes sense.
What do you need from us?
Time with the people who sell and manage the pipeline, access to HubSpot and a look at recent deals. Most clients spend one to two hours a week.
Speak to a Geek
Ready to see every deal clearly?
Tell us how deals move today. We will show you where we would start.