Start The situation What good looks like How it works The plan The engagement Next step
Future Proof Architecture™  ·  Prepared for Bird-X

The right
moment.

Your sales team, finally visible, and run on objective data, not your calendar. A CRM live by October 1, with value inside 30 days.

Bird-X × LFT Prepared June 16, 2026 For Jeff Spencer, President & CEO
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01 / 05The situation

Two priorities.
One you can fix fast.

You're back to running the sales team. Here's what's on the clock, and the move that makes the rest of it lighter.

0 days
to first Cerebro insights, before the build is done
10·1
CRM live with automated enrichment, before Q1
0-day
engagement, prove it then decide
0
extra admin, for the reps or for you
The Symterra rollout stays your team's job. The CRM is ours, and a team on a good CRM is better at everything they sell, including the new line.
02 / 05What good looks like

A team that runs on data,
not your time.

Picture it by Q1: the team does more and shows it, the meetings run on the numbers, and you see everything in real time, without riding anyone.

Sales · Live Illustrative
Pipeline
Prospect
Qualified
Proposal
Closing
Forecast
tracking to plan
Rep activity · this week
01live
02live
03live
04live

The team does more, and shows it

Productivity up, admin down, for the reps and for you. Quin captures the work so nobody re-enters it.

Real time, not the Monday report

The Monday report is only as good as the reps updating the CRM, and they don't like to. Quin logs the work for them, so the picture is live and true with no one to chase.

Meetings on objective dashboards

The numbers do the talking. No interrogation, no "trust me", just the same picture in front of everyone.

A forecast you can bank on

Pipeline accurate enough to plan the business around. The team self-manages and proves it, so you manage lightly.

03 / 05How it works

Tight scope.
One throat to choke.

We own the system that runs your sales. We connect to the ones that run your warehouse, and leave those to Jason.

Quinwrites records Cerebrofull funnel Enrichauto-fills MacolaERP · connect WiSysWMS · connect Exactlegacy CRM one source of truth
We own We connect to, never touch
  • We own the CRM, Quin, Cerebro, and the enrichment that keeps it all current.
  • We connect to, never touch your WMS and ERP. Records lined up, not rebuilt. Jason keeps the wheel.
  • Two tracks, one clock. Cerebro reads your current CRM in 30 days for insights now; the new CRM is built in parallel, live by October.
  • Reps don't do data entry. Quin sits on the meeting and writes the record. Enrichment fills the rest. The CRM keeps itself current.
04 / 05The plan, t-minus to October 1

Work back from go-live.

CRM live with automated enrichment on 10/1/26. Here's what has to be true at each step, and the one date that decides everything after it. Click any marker.

T‑15 WK
Greenlight
T‑13 WK
CRM selected
GATE
T‑11 WK
Insights + discovery
T‑9 WK
Requirements locked
T‑5 WK
Build + enrichment
T‑2 WK
Migrate + onboard
T‑0
Go-live
10/1
AFTER
Harden → Q1
Levers, speed it up
  • Fast CRM decision. The single biggest lever. Every week saved here is a week earlier live.
  • Clean data early. Jason's cleanup pace sets the migration window. Start now, migrate fast.
  • Power-user time. A few hours of your best reps equals a CRM built around how you actually sell.
Risks, watch
  • A slow decision. Past ~July 4, 10/1 moves week-for-week toward your busy season.
  • Data cleanup lagging. If records aren't migration-ready, the move compresses against go-live.
Indicative critical path, anchored to a 10/1/26 go-live. We lock exact dates together the moment the CRM is selected.
05 / 05The engagement

Scoped to the work.
We land the number together.

Investment · this quarter
$4,000 / mo
3-month engagement, billed monthly.
Prove it, then decide what's next
Scoped to the work at right. We land the number together, no surprise at the end. Quin is billed directly by Quin (~$250/mo) and isn't included above.
Included this quarter
  • New CRM selected, built & migrated
  • Automated enrichment, live
  • Quin live across the team
  • Cerebro insights from day one
  • Integrations to your existing systems
  • A CRM specialist focused on Go-Live
To start
1

Alignment on the direction

2

Name a point of contact

3

Start the tool decision

Next steps.

A short, reversible step to get Bird-X moving in the right direction. Here's how we start.

FIRST

Align on the direction

You and the team talk it through: the investment, the timing, the upside.

THEN

Greenlight & shortlist

A go-decision and an agreed CRM shortlist start the clock.

~JUL 4

CRM selected

The one gate that holds the October 1 go-live.

David Beitler
LFT, Forward-Deployed Architect
FUTURE PROOF ARCHITECTURE™