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Georgina Weston

Building Internal Systems with The Sales Marvel

Georgina Weston

  • Partner: The Sales Marvel
  • Brand/Project Owner: Keith Rozelle
  • Industry / Sector:
    • B2B Training
    • Professional Services
    • Sales Consulting
  • Services Provided:
    • Creating Sales Processes & Systems
    • CRM Setup & Optimisation
    • Data Support (Building Sales Lists via Spreadsheets)
    • Documentation (Sales SOPs, Process Guides, Templates)
    • Project Tracking & Management Systems
    • Reporting & Dashboards for Pipeline Performance
    • Sales Workflow Design (Follow-Up Systems, Lead Tracking)
    • Training & Guidance for Effective Adoption
  • Status: Active Partnership ✅
  • Last Updated: 30 September 2025

ABOUT THE PARTNER

The Sales Marvel, led by Keith Rozelle, helps business leaders and entrepreneurs grow their sales confidence and results. They provide consulting, training, and support to organisations that want to strengthen their sales performance. They partnered with me on both internal projects and external client work, where I supported as a subcontractor to bring structure, clarity, and efficiency to their data, systems, and sales processes.

THE CHALLENGE

When we began working together, The Sales Marvel was managing sales activity across a number of different tools and approaches. Their sales lists held valuable information, but it wasn’t always easy to organise or prioritise leads. Processes varied depending on the project, and reporting structures weren’t yet consistent. Without a central system to bring everything together, it was harder to see the full picture or capture insights that could support growth. The potential for improvement was clear: by creating order and alignment, their sales efforts could flow more smoothly, and Keith could make confident, timely decisions based on accurate data.

THE APPROACH

I began by carefully reviewing The Sales Marvel’s existing sales data and processes to see where information was being lost. Together, we mapped the sales journey step by step and identified where structure would make the most impact. From that foundation, I created customised spreadsheets that could bring order to lead tracking, introduced early CRM tools, and developed simple systems for monitoring projects and reporting on progress.

Because The Sales Marvel runs multiple internal projects at once, each dependent on the other, a significant part of my work has focused on creating alignment between them. My responsibility has been to sync these moving parts so they don’t compete or fall out of rhythm, but instead support one another as part of a coherent whole.

Alongside internal work, I have also supported external client projects as a subcontractor. Applying the same approach to those engagements ensured that the systems we built for The Sales Marvel could extend to client-facing projects too. At the same time, Keith and I began exploring long-term platforms that could carry these processes into the future. Together, we have reviewed options such as HubSpot and SalesDesk to determine which would best serve their needs in lead tracking, telemarketing, and project management, balancing functionality, usability, and scalability.

THE SOLUTION AND DELIVERABLES

The solutions developed so far have been both practical and adaptable. The Sales Marvel now has structured sales spreadsheet examples that make it easier to organise and prioritise leads, with room to refine as the business grows. CRM tools have been introduced and are being tested, laying the groundwork for wider adoption when the time is right. Project tracking templates and management systems have been discussed for future visibility across multiple initiatives, which will allow Keith to see physical dependencies and progress at a glance.

To build consistency, I have documentation and SOP’s that capture sales processes in a repeatable way, supporting both internal teams and external subcontractor projects. Reporting processes have been designed to offer clarity on pipeline performance, turning scattered data into useful insights, beginning within CSV files. Alongside these deliverables, we’ve been exploring which platform—HubSpot, SalesDesk, or another option—can best serve The Sales Marvel in the long term, both for their internal operations and for the client-facing work they deliver.

THE RESULTS (ONGOING)

INITIAL OUTCOMES:

  • Clearer visibility into sales data through structured spreadsheets.
  • More consistent processes for managing and following up with leads.
  • Early alignment across multiple projects that previously felt disconnected.

RECENT UPDATES (REVERSE CHRONOLOGICAL):

  • September 2025: Compared HubSpot and SalesDesk to evaluate best-fit CRM solution.
  • August 2025: Introduced project tracking templates to sync multiple initiatives.
  • July 2025: Created first set of reporting dashboards for pipeline performance.
  • June 2025: Drafted sales process documentation to support consistency.

THE PARTNERSHIP TODAY

My work with The Sales Marvel continues to unfold across both internal projects and external client work. The focus now is on syncing multiple projects and choosing the right CRM platform to carry their sales systems forward with confidence.

CALL TO ACTION

Much of this work is about finding clarity in the middle of complexity.

If that’s where you are too, I’d be glad to explore it together.

EXECUTIVE SUMMARY

The Sales Marvel, led by Keith Rozelle, supports business leaders and entrepreneurs in strengthening their sales performance. I’ve partnered with them on both internal projects and external client work as a subcontractor, bringing clarity to fragmented sales systems. Together, we’ve built sales lists, dashboards, and project tracking systems, while comparing tools like HubSpot and SalesDesk for long-term fit. The partnership continues to evolve with a focus on syncing multiple projects and building a sustainable platform for growth.

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