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CRM Evaluation and Optimization

$650.00

I will audit your CRM and suggest fixes for smoother tracking and simplifying pipeline management.

I avoid the overcomplicated tech sales folks push; instead, it's about practical use—like how I managed accounts in telecom, adding 20+ monthly without chaos or managing a pipeline of hundreds of prospects with thousands of available options apartment locating.

Helps busy teams cut through the noise, focusing on what actually drives sales.

To be clear, the purpose of this service is to identify gaps and offer ideas to optimize productivity and efficiency as well as cost-effective alternatives within a company or team’s current CRM set up. I will be looking at it from the perspective of the salesperson and making suggestions.

  • This is purely informational and I am not making any promises to make the changes myself.

  • I am simply offering advice based on real-world experience where I have seen positive results.

  • The purchase of this service by a client does not come with any guarantees and there is no requirement to take my suggestions.

Read below for additional information

I will audit your CRM and suggest fixes for smoother tracking and simplifying pipeline management.

I avoid the overcomplicated tech sales folks push; instead, it's about practical use—like how I managed accounts in telecom, adding 20+ monthly without chaos or managing a pipeline of hundreds of prospects with thousands of available options apartment locating.

Helps busy teams cut through the noise, focusing on what actually drives sales.

To be clear, the purpose of this service is to identify gaps and offer ideas to optimize productivity and efficiency as well as cost-effective alternatives within a company or team’s current CRM set up. I will be looking at it from the perspective of the salesperson and making suggestions.

  • This is purely informational and I am not making any promises to make the changes myself.

  • I am simply offering advice based on real-world experience where I have seen positive results.

  • The purchase of this service by a client does not come with any guarantees and there is no requirement to take my suggestions.

Read below for additional information

Service can be performed virtually or in-person.

Payment: 50% deposit upfront, balance due upon delivery of service.

No refunds after confirmation of service(s) rendered.

I have done my best to set expectations for each Workshop or service(s) provided and we will discuss this in further detail during our Initial Consultation.

Delivery of service is detailed below:

CRM Evaluation and Optimization

  • Requires 15 minute initial consultation before service is delivered.

  • 72 hour turnaround from date of purchase to deliver service.

TO BOOK AN IN-PERSON WORKSHOP OR SERVICE(S) CLIENT’S OFFICE/BUSINESS ADDRESS MUST BE LOCATED WITHIN A 50 MILE RADIUS OF CITY TOWN CENTER II BUILDING (BANK OF AMERICA TOWER) IN DOWNTOWN FORT WORTH, TEXAS.

  • ANY IN-PERSON WORKSHOP OR SERVICE(S) WILL REQUIRE PAID TRAVEL EXPENSES WHICH WILL BE HANDLED ON A CASE-BY-CASE BASIS.

  • IN THE EVENT AN IN-PERSON WORKSHOP/SERVICE(S) IS BOOKED AND THE CLIENT DOES NOT INTEND TO PAY FOR TRAVEL EXPENSES, THEY CAN CHOOSE FROM TWO AVAILABLE OPTIONS AFTER BOOKING ONLINE:

  1. SWITCH TO A VIRTUAL WORKSHOP OR SERVICE(S) AND PAY THE REMAINING AMOUNT ONLINE AS OUTLINED PER THEIR CHOSEN WORKSHOP/SERVICE(S)

    OR

  2. CANCEL THEIR WORKSHIP OR SERVICE(S) AND RECEIVE A REFUND OF THEIR ENTIRE DEPOSIT