Implementation BlueprintExecution layer

Coevera Pipeline Launch (5-7 days)

A rapid deployment offer that configures Coevera's visual pipelines, Voyager AI, and no-code automations for B2B sales teams, delivering a working CRM in under a week. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

CRM Tools

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Blueprint

Coevera Pipeline Launch (5-7 days)

A rapid deployment offer that configures Coevera's visual pipelines, Voyager AI, and no-code automations for B2B sales teams, delivering a working CRM in under a week.

Prerequisites
  • Client has a defined sales process with named stages
  • Access to existing contact and lead data in spreadsheets or a prior CRM
  • Admin credentials for Coevera (Starter or Business plan)
  • Client sales team available for a 30-minute onboarding session
  • Agreement on which integrations (Slack, Google Calendar, Zapier) are needed
Execution Timeline
  • 1.Provision Coevera instance and set up user accounts, roles, and permissions for up to 10 reps
  • 2.Map client sales stages to Coevera pipeline stages and configure custom fields
  • 3.Enable automated migration from Salesforce, HubSpot, Pipedrive, or Zoho if applicable
  • 1.Import contacts, leads, and opportunities from spreadsheets or prior CRM
  • 2.Configure Kanban, list, chart, bubble, and map views for the sales team
  • 3.Set up standard table reports and pivot table reports for pipeline visibility
  • 1.Build no-code automations for lead assignment, follow-up emails, and status updates
  • 2.Configure Voyager AI to draft emails and summarize calls for the team
  • 3.Integrate with Slack, Google Calendar, and Zapier for workflow connectivity
  • 1.Customize Voyager AI coaching library to match client's sales methodology
  • 2.Test email drafting and call summary features with sample data
  • 3.Train sales team on daily pipeline workflows and Voyager AI usage
  • 1.Run a 30-minute per-user onboarding session for all reps
  • 2.Validate data accuracy and pipeline stage alignment with client manager
  • 3.Deliver admin handoff documentation and quick-start guide
$325-$500 per month for a 5-user Business plan (annual billing), plus $2,500 setup fee5-7 days
ROI Logic

At $2,500 for 20 hours of setup, the agency earns $125/hour, while the client's monthly Coevera cost is $85 per user (Business plan, annual). This leaves ample margin for ongoing management retainers of $500-$1,000 per month, which cover automation tweaks and Voyager AI coaching updates.

Deliverables
  • Configured Coevera instance with pipeline stages, custom fields, and user roles
  • Migrated contact and lead data from legacy systems
  • No-code automation workflows for lead assignment and follow-ups
  • Voyager AI setup with email drafting and call summary templates
  • Admin handoff document and user quick-start guide
Definition of Done

Client sales team actively uses Coevera's visual pipelines and Voyager AI for daily deal tracking, with all automations running and no manual data entry required.

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