CRM Clarity Audit

Your CRM is supposed to drive revenue. Instead, it's full of duplicate records, broken pipelines, and data nobody trusts — and your team has quietly stopped using it properly.

I audit your CRM setup end-to-end and give you a clear, prioritized action plan to fix what's broken. No fluff, no 40-page report — just honest answers about what's wrong and exactly what to do about it.

How it works:

→ 45-min intake call — you walk me through your setup, I ask the right questions

→ 48-hour async audit — I review your CRM and document what's broken, what's missing, and what it's costing you

→ 45-min debrief call — I walk you through your CRM Health Report with quick wins and a prioritized fix list

You'll leave knowing:

1. — Why does your team not trust the data
2. — Which pipeline stages are leaking deals
3. — What to fix this week vs. this quarter
4. — Whether your current setup can support your growth

Best for: RevOps leads, VP of Ops, or founders at B2B SaaS companies (30–200 people) who know something is off but can't pinpoint what.

Turnaround: 48–72 hours from intake to debrief.