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Untitled design (30).png

CRM Evaluation and Optimization

$650.00

Most teams are paying every month for a CRM nobody updates. The reps keep the real pipeline in their head and a notebook, and the reports you're reading are politely fictional.

I'll audit what you've got. What's genuinely being used, what got configured once and abandoned, and where your people are doing by hand the exact thing the system was bought to do for them. You get a specific list of fixes in the order I'd tackle them.

I've built a CRM evaluation from scratch before, comparing what a team had against what it actually needed, down to the configuration steps on both platforms. So this isn't a pitch for whatever software I happen to like. If what you own is fine and just set up badly, I'll tell you, and that's the cheaper answer anyway.

I'm not a developer and I won't pretend to be. Custom code and deep integrations are somebody else's job. What I know is what a salesperson will actually keep current, and that's usually the only thing standing between you and a pipeline you can trust.

Most teams are paying every month for a CRM nobody updates. The reps keep the real pipeline in their head and a notebook, and the reports you're reading are politely fictional.

I'll audit what you've got. What's genuinely being used, what got configured once and abandoned, and where your people are doing by hand the exact thing the system was bought to do for them. You get a specific list of fixes in the order I'd tackle them.

I've built a CRM evaluation from scratch before, comparing what a team had against what it actually needed, down to the configuration steps on both platforms. So this isn't a pitch for whatever software I happen to like. If what you own is fine and just set up badly, I'll tell you, and that's the cheaper answer anyway.

I'm not a developer and I won't pretend to be. Custom code and deep integrations are somebody else's job. What I know is what a salesperson will actually keep current, and that's usually the only thing standing between you and a pipeline you can trust.

Payment. Pay in full at checkout, or pay half as a deposit and the balance is charged automatically seven days after purchase.

Refunds. Cancel before the work starts and you get back everything you’ve paid. Once the work has been delivered, it isn’t refunded.

Before we start. Every service begins with a free fifteen-minute call, so we agree on exactly what you’re getting before any work begins.

Delivery. Delivered within 72 hours of our fifteen-minute call.

In person or virtual. Virtual anywhere. In person at no extra charge if your office is within fifty miles of downtown Fort Worth. Past fifty miles I’ll still come to you, with travel agreed in writing and paid in advance. If you’d rather not cover travel, switch to virtual or cancel, and you get back everything you’ve paid.