How Our CRM Audit Service Works

Step 1:

We start with a Diagnostic Consultation where we:

- Capture your current customer journey experience

- Establish your current flywheel

- Identify your current database composition and segmentation

- Discuss what’s working and what’s not in your current processes

Step 2:

We roll up our sleeves and audit the shit out of things.

- Diagnose where it’s stuck

- Create clear action items and changes to make in key areas:

- Technical configuration

(integrations + automation, data management, security + compliance)

- Marketing

- Sales

- Operations

Step 3:

We deliver your audit with a CRM Deep Dive Review Call.

We promise to leave you feeling clear and confident about what needs to happen next to create real value with a minimum amount of cost and effort.

Total Audit and Delivery within 90 days of purchase.

Price is for audits with contact databases of up to 20,000 entries.

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