Sales Operations & CRM Analytics for a Growing Startup
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Project scope
Categories
Competitive analysis Marketing analytics Operations Public relations Sales strategySkills
sales enablement hubspot crm marketing analytics communication business communication executive information systems business priorities fast moving consumer goods executive functions marketingProject Description
This project gives business students the opportunity to apply their knowledge of sales operations, analytics, and CRM management in a real-world startup environment. Students will work with the founder of a Canadian beverage company to analyze sales data, organize a CRM system, and produce actionable sales performance reports.
This project is ideal for students interested in business analytics, sales enablement, and process improvement. The tasks are focused, measurable, and provide practical experience with tools and strategies used in modern business development.
Project Objectives
- Build and structure a HubSpot CRM by organizing leads, tagging, and standardizing input processes.
- Develop weekly sales performance reports to track outreach, responses, and pipeline progress.
- Provide a sales review analysis with insights into trends, challenges, and opportunities.
- Document repeatable sales processes (SOPs/checklists) to support the founder’s workflow.
Expected Student Outcomes
By completing this project, students will:
- Apply classroom knowledge of business analytics, reporting, and sales systems to a real-world case.
- Gain practical experience in CRM tools (HubSpot) and learn how they support sales pipelines.
- Strengthen analytical and communication skills by translating data into actionable insights.
- Build confidence in supporting founder-led sales operations within a scaling startup.
Deliverables
- A structured CRM database with updated and organized leads.
- Weekly sales reports (spreadsheets or dashboards) highlighting activity and results.
- A sales review summary (2–3 pages) analyzing trends and recommending improvements.
- A process playbook documenting daily/weekly sales tasks (e.g., lead entry, follow-up templates).
Mentorship & Guidance
- Students will have weekly check-ins with the founder (minimum 5 hours over project).
- Guidance will be provided on CRM usage, reporting expectations, and startup sales processes.
- Feedback will be shared on reports and documentation to ensure learning outcomes are met.
Providing specialized knowledge in the project subject area, with industry context.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
Supported causes
The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.
About the company
HealTea is a Canadian startup on a mission to change the beverage game by creating refreshing, healthy, and natural alternatives to sugary sodas and synthetic drinks. Our sparkling herbal iced teas are made with just a few real ingredients — brewed herbs, organic Canadian maple syrup, and bubbles — offering hydration, mood balance, and guilt-free enjoyment.
We’re a growing brand with national retail opportunities (Costco, Metro, Sprouts, Walmart 2026 launch), and we’re passionate about giving people a better choice that feels good, tastes great, and supports everyday wellness. As a lean and fast-moving startup, we value creativity, adaptability, and bold ideas. Students working with us will get a front-row seat into the growth of a disruptive consumer packaged goods (CPG) company.
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