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%.
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.
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
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.
Your system graded across 25 best-practice checkpoints within our proprietary "3 C's" framework:
Specific fixes you can implement immediately (in under 2 hours each) to see instant improvements in your CRM performance.
Analysis of how your team is actually using the system with specific recommendations to increase engagement.
Prioritized action plan with estimated ROI for each recommendation, giving you a clear path forward.
45-minute presentation towalk through findings and answer questions, plus complete slide deck and recording for your team.
60-minute kickoff call to gather business context, understand pain points, and configure secure system access.
We deploy a custom user experience survey and begin examining your CRM configuration settings.
In-depth analysis of field structures, workflows, automations, integrations, and brief user interviews (15 minutes each).
We calculate your CRM Health Score, identify critical gaps, and develop high-impact, low-effort "Quick-Win" recommendations.
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 consultants use a comprehensive, data-driven approach to evaluate your CRM across 25 best-practice checkpoints organized in our "3 C's" framework:
"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."
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.
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
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
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
Flat Fee: $1,495
Timeline: 10 Business Days
100% Satisfaction Guarantee