White-Glove Configuration

Set It Up For Me

For teams that want Moneyball configured correctly without making it someone’s afternoon.

Moneyball is one of the easiest sales tools in existence to set up. The machine is quite proud of itself.

But changing the oil in your car is also technically easy, and many reasonable adults still hand the keys to a mechanic.

Pricing

So What’s This Gonna Cost Me?

Answer three questions and we’ll show you which setup tier you’re likely in.

Question 1 / 3

Which CRM are you using?

Moneyball can connect directly to the first five. If yours is not listed, we can still help. It usually means your team gives Moneyball approved spreadsheet files from your CRM instead of connecting the CRM directly.

A Brief Diagnostic

Is This For Me?

Well, that depends. Are you asking questions like…

  1. “Could we figure this out ourselves? Probably. Should that be our afternoon?”
  2. “Is our admin really going to watch the videos, read the docs, and feel great owning this later?”
  3. “What if our CRM keeps product, lead source, region, or rep fields somewhere weird?”
  4. “Can someone who knows Moneyball just make sure this is set up correctly?”
  5. “Once it is configured, can you show our internal owner what was done?”

Setup Work Order

So What’s Included?

The gents connect the CRM, map the important fields, inspect the first run, and leave your team with a setup it can actually own.

  1. CRM Connection

    We walk through connecting Moneyball to your CRM and make sure the right source objects are available for analysis.

  2. Field Mapping

    We map the important CRM fields Moneyball needs: deals, accounts, sales reps, products or services, lead sources, regions, dates, amounts, and whatever else your setup requires.

  3. First-Sync Sanity Check

    Once Moneyball runs, we inspect the first output for obvious setup issues, missing fields, strange values, or anything that would make the machine squint.

  4. Basic Categorizations

    If your CRM says “Web,” “Website,” “Inbound,” and “internet thingy” all in different places, we help group the obvious stuff so Moneyball can reason about it more cleanly.

  5. Admin Handoff Notes

    We leave your internal owner with a clear summary of what we configured, where to look later, and what to do if the CRM changes after launch.

  6. Optional 1-Hour Handoff Session

    Want the future owner to ask questions live instead of reading docs and watching videos? Add a 1-hour handoff session with the Moneyball team.

So That Sounds All Well And Good.

Ask About Set It Up For Me.

Tell us what CRM you use, roughly how large the sales team is, and what makes your setup peculiar. The gents will come back with the right next step.