CRM Health Check
Transform Your CRM from a Costly Database into a Revenue Engine in Just 10 Days
Most CRMs silently leak valuable leads, costing you thousands in revenue. Our expert audit shows you exactly how to recapture misrouted opportunities and increase conversions by up to 30%.
Is Your CRM Helping or Hurting Your Business?
Do your sales reps avoid using your CRM system?
Is your pipeline visibility inconsistent or unreliable?
Are leads falling through the cracks in your process?
Do you struggle to get meaningful reports from your CRM?
Has your sales growth plateaued despite CRM investments?
If you answered "yes" to any of these questions, your CRM needs immediate attention.
Common Pain Points We Address
Low user adoption - Sales teams using workarounds instead of your CRM
Poor data quality - Incomplete records and inconsistent entries
Lead routing inefficiencies - Hot leads getting lost or delayed
Stalled deals - Long sales cycles with unpredictable closings
Integration problems - Siloed systems that don't talk to each other
Manual processes - Time-consuming workarounds and duplicate effort
What You Get: Complete CRM Diagnostic in 10 Business Days
Expert Analysis of Your Current CRM Setup
A comprehensive review of your Pipedrive, HubSpot, Zoho, Attio or other CRM configuration by a certified consultant specializing in businesses with 5-25 sales reps.
CRM Health Score Assessment
Your system graded across 25 best-practice checkpoints within our proprietary "3 C's" framework:
- Clarity: Data structure, field organization, and reporting capabilities
- Consistency: Process adherence, automation effectiveness, and integration performance
- Commitment: User adoption, training adequacy, and leadership engagement
Five Quick-Win Recommendations
Specific fixes you can implement immediately (in under 2 hours each) to see instant improvements in your CRM performance.
User Adoption Insights
Analysis of how your team is actually using the system with specific recommendations to increase engagement.
90-Day CRM Optimization Roadmap
Prioritized action plan with estimated ROI for each recommendation, giving you a clear path forward.
Executive Presentation & Strategic Consultation
45-minute presentation towalk through findings and answer questions, plus complete slide deck and recording for your team.
The Process: Simple, Fast, and Non-Disruptive
Day 0-1: Initial consultation and system access setup
60-minute kickoff call to gather business context, understand pain points, and configure secure system access.
Day 2-3: User survey distribution and preliminary system review
We deploy a custom user experience survey and begin examining your CRM configuration settings.
Day 4-7: Comprehensive technical audit and optional user interviews
In-depth analysis of field structures, workflows, automations, integrations, and brief user interviews (15 minutes each).
Day 8-9: Analysis, scoring, and recommendation development
We calculate your CRM Health Score, identify critical gaps, and develop high-impact, low-effort "Quick-Win" recommendations.
Day 10: Findings presentation with actionable next steps
30-minute presentation of your Health Score, Quick-Win recommendations, and 90-day optimization roadmap.
Note: The entire process requires minimal time commitment from your team (just 2 hours total) and zero disruption to your daily operations.
Our Proprietary CRM Health Assessment Methodology
Our consultants use a comprehensive, data-driven approach to evaluate your CRM across 25 best-practice checkpoints organized in our "3 C's" framework:
Clarity
- • Field structure optimization
- • Data relationship mapping
- • Reporting capability assessment
- • Dashboard effectiveness
- • Data integrity evaluation
Consistency
- • Process adherence metrics
- • Automation effectiveness
- • Integration performance
- • Workflow efficiency
- • Pipeline management
Commitment
- • User adoption analysis
- • Training effectiveness
- • Leadership engagement
- • Team accountability
- • System utilization
Real Results for Businesses Like Yours
"The CRM Health Check identified three critical issues we'd been completely unaware of. Implementing just the quick wins increased our lead conversion by 18% in the first month."
"We were considering scrapping our entire CRM and starting over. The Health Check saved us at least $50,000 in unnecessary replacement costs by showing us exactly how to fix what we had."
"The adoption rate of our CRM jumped from 35% to 85% after implementing the recommendations from our Health Check."
Risk-Free Guarantee
If we don't identify at least 3 high-impact improvements that would deliver a minimum 3X ROI on your investment, we'll refund your fee entirely.
Plus, your entire $1,495 investment applies as a 100% credit toward any follow-on project booked within 60 days.
Who This Is For
Perfect for B2B and B2G organizations with:
5-25 sales reps
Using Pipedrive, HubSpot, Zoho, Attio, or similar CRM platforms
Experiencing challenges with adoption, data quality, or reporting
Recently hired new sales leadership or received funding
Planning a CRM switch or upgrade
Is The Timing Right? This Service Is Especially Valuable When:
New Leadership: You've recently brought on new sales or revenue operations leadership
Growth Investment: You've secured or are preparing for new funding
Performance Plateau: Your growth has stalled despite increasing your sales team
System Uncertainty: You're considering a CRM platform switch or upgrade
Business Transition: You've experienced recent merger/acquisition activity
CRM Maturity: Your system has been in place for at least 6 months
Why Choose CRM Coach
CRM Coach brings analytical precision and expert guidance to CRM selection, implementation, and optimization through a transparent, data-driven methodology that helps organizations with between 5 and 25 sales reps maximize their CRM investment.
85%
CRM adoption rate
(industry average: 40%)
40%
Shorter sales cycles
200%
ROI on CRM investment
Frequently Asked Questions
Book Your CRM Health Check Today
Flat Fee: $1,495
Timeline: 10 Business Days
100% Satisfaction Guarantee