How We Work
Three flexible engagement models designed to meet you where you are—whether you need a quick diagnosis or an ongoing partnership.
Tier 1
CRM Operations Audit
A 5–7 day comprehensive assessment of your current state. We dig into your data, processes, and workflows to identify exactly where you're losing time and revenue.
What's Included
- Data quality analysis
- Process gap identification
- Automation opportunity mapping
- Prioritized recommendations
- Written audit report with ROI projections
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Tier 2
Fixed-Scope Implementation
Execute the 3–5 highest-priority improvements from your audit. Hands-on, results-driven implementation that moves the needle fast.
What's Included
- Data cleanup and standardization
- Workflow automation build
- Custom reporting dashboards
- Team training and documentation
- 30-day post-launch support
Tier 3
Monthly Optimization Retainer
Ongoing support, continuous improvement, and new automation. We become an extension of your operations team.
What's Included
- 10–20 hours per month
- Priority support
- Monthly optimization recommendations
- New workflow development
- Quarterly strategic reviews
Not Sure Which Service Is Right?
Book a free 30-minute diagnostic call and we'll recommend the best path forward based on your specific situation.