6-week engagement · CRM Value Accelerator
CRM Value Accelerator
Six weeks to get real value from the CRM you already have: clean data, clear pipeline stages, lead routing people trust, and dashboards sales and marketing both use. Works with any mainstream CRM.
$4,500 fixed fee
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Who it is for
- Teams whose CRM data is incomplete or inconsistent
- Sales and marketing leaders who dispute each other’s pipeline numbers
- Companies considering switching CRM who want to fix process first
How it works
- Book a call and share which CRM you use.
- Weeks 1-2: audit and design decisions with your sales and marketing leads.
- Weeks 3-6: build, train, review before-and-after data quality, and hand over.
What you get
- CRM health audit and data quality baseline
- Written lifecycle, stage and required-field definitions
- Lead routing and follow-up automations
- Pipeline, source and forecast dashboards
- Role-based training and one-page user guides
- A 30-day backlog of further improvements
Read the program guide first
The full scope, process, requirements and preparation checklist, free to download.
CRM Value Accelerator Guide (PDF)Six-week plan, CRM health audit, deliverables and requirements
Download the guideQuestions
Which CRMs do you work with?
Any mainstream CRM with standard objects, workflow automation and reporting. We confirm fit on the call.
Is data migration included?
Migration between platforms, custom code and new licences are outside the fixed fee and quoted separately if needed.
Can we see the audit first?
Yes. The engagement guide below includes the CRM health audit we start from.
Start with a conversation
A short call to confirm fit, scope and timing. If this is not the right engagement, we will say so.
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