How We Work
We work with your team, not around them
Most small B2B service teams in IT/tech services and outsourced operations struggle with disorganized CRMs, inconsistent follow-up, and deals falling through the cracks because their systems don’t reflect how a 1–5 person sales team actually sells.
You can’t fix that with another mandate to “use the CRM.” You fix it by bringing your reps on board—one meaningful win at a time.
Our approach
Start with how each rep really sells
We listen first—digging into what your reps actually do today, where they get stuck, and how your customers really buy. No new dictate. No “just log it.” Just an honest picture of reality.
Co-create quick wins inside your CRM
Together with your reps, we design small, immediate changes in your CRM and workflows that make their day easier right away. They see their deals, follow-ups, and priorities more clearly—so they feel the benefit, not just more admin.
Build habits that scale
As quick wins stack up, we help your team turn them into simple, repeatable habits. Your sales process, customer journey, and CRM finally line up—so the system works because people use it, and they use it because it works
The V2 Story
V2 was built around one simple belief: great tools don’t build great results — great systems do.
After years of watching companies pour money into CRMs they barely used, I knew there was a better way. V2 was born from that frustration — and from the idea that fixing the process isn’t about more software, it’s about smarter follow-through.
Our work is hands-on, collaborative, and a little bit scrappy. We dig into your pipeline, your automations, your deals — and we help you build something that actually supports your sales, instead of slowing it down.
Meet the Pipeline Plumber
Kim Vollbrecht
Founder
I’ve spent the last decade helping teams turn their messy, manual, or forgotten CRMs into clean, actionable systems that actually close deals. My favorite part of this work? The aha moment — when a client sees their CRM finally doing what it was supposed to do all along.
My approach is straightforward: no jargon, no fluff, no “let’s circle back.” Just practical steps, candid conversations, and a focus on long-term sales health over quick fixes.
How We Work (and Why It Works)
Every V2 engagement is a partnership — not a handoff.
We work with your team to:
Make Your CRM Make Sense
Streamline your CRM setup so data finally tells a story worth reading.
Design a Pipeline That Really Works
Build a sales pipeline that makes sense for your business and buying cycle.
Train for Adoption, Not Frustration
Train your team to actually use it — with clarity, confidence, and zero eye rolls.
You’ll walk away with a sales system that’s cleaner, faster, and far easier to manage — because you helped build it.
What has to come from you
This is a partnership. We bring the structure, questions, and experience. Your team brings:
Honest input about how things really work today
Commitment from leadership and reps to try a change they believe could work
Follow through to put the agreed-upon fixes into daily use
There are no guarantees here; results depend on your team’s authentic buy-in and consistency. The change only sticks when you believe in it enough to use it every day.
You’re losing money every day you don’t fix your system.
Standing still costs more than you think.
Every day your CRM stays clunky or confusing, you’re handing leads, deals, and dollars to your competition.
We bridge the gap between “I know what I want” and “I need help figuring it out.”
If you already have a clear vision for your CRM, hire a consultant. But if you’re not sure what needs to change—or how to make it stick—V2 works hands-on with your team for 30–90 days to build, test, and refine systems that actually drive sales.
We play well with others.
Have a sales coach? Perfect.
We’ll make sure their roadmap turns into real-world results. We collaborate with your existing resources to get your systems, strategy, and people all rowing in the same direction.
HERE'S HOW IT WORKS
Two ways to fix your flow
Focused Workshop
“The quick unclog”
Perfect for quick wins or testing the waters.
A 2-hour virtual working session tackling one high-impact problem: bad data, stalled deals, or onboarding friction.
90-Day Accelerator
"The full repipe"
Best for teams ready to fix the root causes.
A hands-on engagement where we rebuild your sales system one fix at a time—until your CRM becomes the engine that fuels growth.
Let’s unclog your pipeline
Book a 30-minute conversation to see what’s really
slowing you down—and how to fix it.
You’ll leave with:
✅ 2–3 specific focus areas to act on immediately
✅ Visibility on what’s holding your sales system back
✅ A concrete plan to get your pipeline moving again
No pitch. No pressure. Just clarity.