From your first call
to your first deal in Bolt.

We start with a call to understand how you currently sell. What does your process look like from first contact to closed deal? What tools are you using? Where are things breaking?

↳ This isn't a sales call. It's a working session.

We configure Bolt around your specific process — your pipeline stages, your lead sources, your team structure. You don't adapt to Bolt. Bolt adapts to you.

↳ Setup typically takes less than a day.

We help you migrate your existing leads, contacts, and customer history from wherever they currently live — Excel, Google Sheets, another CRM, or a combination.

↳ No data gets lost in the transition.

Your pipeline stages are set up to reflect the exact way your sales process works. Not a generic template — your actual stages, with the labels your team uses.

↳ You can always change this later.

Once the basics are running, we identify which parts of your sales workflow are predictable and repetitive — and build automations to handle them.

↳ Automation is added gradually, not all at once.

Your team uses Bolt for daily work. Leads are tracked, follow-ups are scheduled, the pipeline is visible, and you stop losing customers to disorganisation.

↳ Ongoing support is available if you need it.