CRM Consulting & Management
CRM setup, migration, configuration, and ongoing management.
The CRM Implementation Trap
Most companies either have no CRM, or they have one that's misconfigured and underutilized. You bought HubSpot or Salesforce but set it up in a rush. Data is messy. Automations don't work. Customizations break when updates happen. The team doesn't trust the data so they work around the system. You end up with a $10k a year tool that no one actually uses. A proper CRM implementation fixes that.
What CRM Implementation & Management Looks Like
This service works best with companies that recognize the CRM is the backbone of predictable revenue. You're either implementing a new CRM from scratch, migrating from one system to another, or trying to fix a broken implementation that's causing more pain than value.
• Companies implementing HubSpot, Salesforce, or other CRMs for the first time
• Businesses migrating from one CRM to another and need to clean data during transition
• Teams with a CRM that's misconfigured and underutilized
• Organizations where data quality is so poor it affects decision-making
• Companies ready to invest in proper CRM operations as a revenue foundation
Who This Is For
This service works best for founders and teams who:
• Are scaling revenue but operations are chaotic
• Have multiple tools (CRM, marketing automation, analytics) that don't talk to each other
• Need someone to own the infrastructure without hiring full-time
• Want dashboards and reporting that actually drive decisions
• Are ready to invest in systems, not just throwing bodies at the problem
What You Get
• CRM architecture and configuration designed around your actual sales process
• Data audit and cleanup so your reporting is reliable from day one
• Custom fields, workflows, and automations that eliminate manual data entry
• Integration setup so data flows between your CRM and other tools
• Team training and documentation so adoption actually sticks
• Ongoing management and optimization so the CRM stays healthy as you scale
CRM Implementation & Management
Starting at $2,500 / month