Sales process, governance & data Design/lock deal stages with exit criteria; align lifecycle and lead status definitions and handoffs (MQL > SQL > Opportunity > Won/Lost).
Set SLAs (speed-to-lead, response/aging) and create enforcement & alerts.
Establish governance: user roles/teams, naming conventions, required fields, dedupe/merge rules, and a data quality checklist.
Finalize CRM objects & properties (contacts, companies, deals, activities), plus ticketing if needed for post‑sale handoffs.
Build Sequences, Templates, Snippets, and Playbooks for prospecting, qualification, discovery, proposals, and renewals/upsell.
Stand up Products & Price Books, Quotes, and basic CPQ logic (discount guardrails, approval paths).
Configure Forecast tool, pipeline views, and rep scorecards; define quota and territory filters where applicable.
Create onboarding & SOP library (docs + short Looms)...