Sales Pipeline Consultant for Richmond VA Small Businesses | TMH Business Solutions
Sales pipeline · CRM setup · Monday.com · Richmond, VA
Stop losing deals to missed follow-ups.
Most service businesses lose good leads not because they can't close — but because follow-ups get forgotten and there's no clear picture of what's in the pipeline. I fix that with a simple, structured CRM built in Monday.com.
Your business runs on relationships. Your pipeline should reflect that.
Most service businesses win clients through referrals, word of mouth, and community connections — not aggressive cold outreach. But when things get busy, those warm leads slip through the cracks. A great conversation at a networking event, a referral you meant to follow up on, a LinkedIn message that fell off the radar — gone because there was no system to catch them.
I build a pipeline in Monday.com that fits how your business actually grows — tracking every lead, reminding you to follow up, and keeping revenue predictable without turning you into a salesperson.
Who this is built for
Home services
HVAC, remodeling, landscaping, and contractors managing inbound leads from multiple sources with no central place to track or follow up.
Marketing & creative agencies
Boutique shops managing client relationships and new business development without a real CRM or consistent follow-up process.
Consulting & professional services
Fractional executives, coaches, and advisors who grow on referrals but have no system to capture, track, or convert them.
The problem
Good leads are slipping because there's no system catching them.
Service business owners are busy. Following up consistently, tracking where every lead is, knowing which deals are close — that takes a system. Without one, revenue is unpredictable and growth stalls even when business feels good.
Leads from referrals, events, and social media with no central place to track them
Follow-ups depend on memory — warm leads go cold when things get busy
No clear picture of the pipeline — can't tell what's close, what's stalled, or where to focus
When a deal closes, there's no handoff — delivery starts from scratch every time
What we build for you
From scattered leads to a pipeline that closes
Start here
Pipeline Audit
A clear map of how leads move through your business today — and exactly where deals are going cold. Delivered in 5 days with a written action plan.
Lead source + stage mapping
Drop-off points identified
Follow-up gap analysis
Prioritized action plan
$300 – $500 · 5 business days
Most popular
Sales Pipeline Build
A complete CRM and pipeline built in Monday.com — lead tracking, deal stages, follow-up reminders, and a revenue dashboard you'll actually use every morning.
CRM + lead capture setup
Deal stages + pipeline flow
Automated follow-up reminders
Revenue visibility dashboard
Handoff trigger to delivery system
$3,000 – $8,000 · based on scope
Ongoing
Pipeline Retainer
Monthly pipeline management, outbound support, and BD advisory — so you keep growing a predictable pipeline month over month.
Monthly pipeline review
Outreach + prospecting support
Sequence refinement
BD strategy advisory
$1,000 – $3,000 / month
How it works
Simple process. Real results.
01
Free 30-min call
We talk through your current pipeline, where deals go cold, and what a structured system would change for your business.
02
Pipeline audit
I map your current lead flow, find every gap, and show you exactly what to fix — delivered in 5 days.
03
System build
I build your CRM and pipeline in Monday.com — stages, follow-ups, automations, and a dashboard that shows you everything at a glance.
04
Train + hand off
I train you and your team, hand off the system, and stay available as your business grows and the pipeline evolves.
What clients say
Results that speak
"TMH goes above and beyond any and all expectations. It is so refreshing to have someone not just highlight problems but identify and implement solutions."
"Very professional and very accessible. We would hire him for work again in a minute. He did a fantastic job."
Get started
Let's build a pipeline that works for your business
Free 30-minute call — no pitch, no pressure. Just a clear look at where your pipeline is and what it could be.
Project Delivery Systems for Richmond VA Small Businesses | Monday.com Certified Partner | TMH
Project delivery · Monday.com certified partner · Richmond, VA
You sold the work. Now let's make sure it gets done.
I build structured delivery systems so every project runs clean, every client stays informed, and every job you do earns you the next referral — without the chaos of email threads and missed deadlines.
In a relationship-driven market, your reputation travels fast. One messy project — missed deadline, client chasing for updates, deliverable that didn't match expectations — and word gets around. One excellent project and you've got two more referrals.
I build delivery systems that make excellent the default. Not because your team isn't capable — but because they need a clear structure to work within. Every client onboarded the same way. Every project tracked in one place. Every deadline visible. Every handoff documented.
Business types we work with
Agencies & creative studios
Marketing, web, branding, and video shops managing multiple client projects simultaneously with no consistent delivery process.
Home services & contractors
HVAC, remodeling, and landscaping companies where jobs, crews, and timelines are hard to track without a real operations system.
Consulting & professional services
Consultants, fractional executives, and service firms managing multiple client engagements with no consistent delivery visibility.
The problem
Winning the work is the easy part. Delivery is where it breaks.
The deal closes and everything moves to email, Slack, and spreadsheets no one updates. Deadlines slip. Clients have to chase you for updates. And as the owner, you don't find out things are behind until it's too late to fix them without stress and apology.
No structured handoff from sales to delivery — every project starts differently
Client onboarding is manual — same steps done from scratch every single time
No visibility into where projects stand — owners find out things are behind when it's too late
A messy delivery experience costs you the next referral — and in a relationship-driven market, that adds up fast
What we build for you
From deal closed to work delivered on time
Start here
Delivery Audit
A clear map of how work moves through your business after a deal closes — and where projects are getting stuck before they reach the client.
Current delivery workflow map
Bottleneck + handoff gaps
Loom walkthrough + summary
Recommended system design
$300 – $500 · 5 business days
Most popular
Delivery OS Build
A complete project delivery system in Monday.com — client onboarding, task ownership, deadline tracking, and an owner dashboard. The moment a deal closes in your pipeline, delivery kicks off automatically.
Pipeline-to-delivery handoff trigger
Client onboarding workflow
Project + task boards
Internal handoffs + accountability
Owner visibility dashboard
$3,000 – $8,000 · based on team size
Ongoing
Delivery Retainer
Monthly system improvements and operational advisory — so your delivery process keeps up as you take on more clients and grow your team.
Monthly workflow improvements
Automation + integration updates
Reporting visibility tuning
Ops advisory access
$1,000 – $3,000 / month
How it works
Simple steps. Structured delivery for life.
01
Free 30-min call
We talk through how your business currently delivers work — where it's working and where it's breaking down.
02
Delivery audit
I map your full delivery workflow, find every gap, and show you the system design that fixes it.
03
System build
I build everything in Monday.com — onboarding, project boards, automations, dashboards. Connected to your pipeline.
04
Train + hand off
I train your team and stay available as you grow, add clients, and expand into new service lines.
What clients say
Results that speak
"Extremely professional and always available to help. TMH is great to work with."
"TMH has provided 24/7 support for our website dealings in any way necessary. I look forward to continuing our work together."
Get started
Your reputation is built one delivery at a time
Free 30-minute call — no pitch, no pressure. We'll walk through how you currently deliver and show you exactly what a structured system would change.
About TMH Business Solutions | Max Hennessy | Richmond VA Small Business Consultant | Monday.com Certified Partner
Richmond, VA small business consultant · Monday.com Certified Partner
Built by someone who knows what it takes to run a business.
TMH Business Solutions is founded and operated by Max Hennessy — a Richmond-based entrepreneur and Monday.com Certified Partner helping service businesses build structured sales pipelines and delivery systems so they can grow without the chaos.
Max Hennessy has been building businesses since high school — starting with a vintage video game resale operation and growing through multiple ventures in e-commerce, marketing, and tech. TMH Business Solutions was founded in 2018 and has been serving small businesses ever since.
Based in Richmond and connected to the local entrepreneurship community through the 1717 Innovation Center, Max focuses on solving the problem he kept seeing across every industry: the gap between getting a client and consistently delivering for them.
TMH works with agencies, home services companies, consultants, and professional service firms — building connected sales pipeline and delivery systems so owners can grow their business without growing their stress.
When you hire TMH you get a certified Monday.com partner — not someone who watched a tutorial. Every system we build for Richmond businesses is grounded in platform best practices across CRM, automation, integrations, and work management.
TMH is based in Richmond, connected to the local founder community through the 1717 Collective, and works with service businesses across the country.
Built on real experience
Every system is informed by real BD and operations experience — not theory or templates. We know where things break because we've seen it across dozens of service businesses.
Right-sized for service teams
No enterprise frameworks or six-figure retainers. Practical systems priced and scoped for 3–25 person service businesses that need real structure without real complexity.
Get started
Ready to build something that works for your business?
Free 30-minute call — no pitch, no pressure. Just an honest conversation about where your pipeline and delivery stand today.
