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Sales Processes

I install Close CRM systems your reps actually follow — fewer clicks, less guesswork, more closed deals.

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Custom Built Close CRM Accounts

No two teams sell the same way. I configure Close around your motion — pipelines, workflows, smart views, reporting, and calling — so reps just follow it.

A pipeline built around your motion

Custom stages, fields, and opportunity tracking that mirror exactly how your team sells — not a generic template.

A pipeline built around your motion
Calling & SMS, native

Power dialer and texting built in. Reps work one screen; every touch logs itself.

Calling & SMS, native
Workflows that remove the clicks

Multi-step call, email & SMS sequences so follow-up never slips.

Workflows that remove the clicks
Smart Views for every play

Filtered lead lists that tell each rep exactly who to work next.

Smart Views for every play
Reporting owners trust

Funnels and forecasts clean enough to run the business on.

Reporting owners trust
Sam Queen, founder of CloseDr
Sam Queen
Founder · CloseDr
Meet Sam Queen,
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I've spent eight years building and rebuilding Close CRM sales systems — hundreds of them — for teams that want to grow fast and predictably.

Today I'm CRO of Sendblue, where these systems helped scale from $1M to $20M ARR in the last 18 months. CloseDr is where I install them for other operators.

My systems are overkill for small teams. They're built for orgs chasing predictable growth into the millions. The company using a CRM beats you — the one stacking AI on top destroys you.

How I can help you

There are a handful of ways I plug into your sales org. I don't have team members at CloseDr. If you contact me, you will talk to me. If you contract me, you will work directly with me.

1
AI woven into your sales process

Faster sales motions and sharper reporting by integrating AI where it actually removes work.

2
Hiring, onboarding & training reps

Bring on sales reps and ramp them on a process they’ll follow from day one.

3
Long-lasting SOPs

Documented, durable operating procedures that hold up as the team grows.

4
Better pricing on your stack

Preferred pricing on Close CRM, Sendblue, and iClosed.

Let's build a process your reps actually follow.

A great build means nothing without relentless execution once we're done. That's the part we won't let slip.