01
Operating read
Fast interviews plus review of pipelines, fields, automations, integrations and team routines.
— CRM Diagnostic
FindoutwhetheryourCRMisorganizingtheworkorhidingtheproblem.
A short, deep diagnostic to reveal where data, pipelines, automations and commercial routines are blocking growth, predictability and service.
CRM
Data
Integrity and critical fields
Pipeline
Stages, handoffs and losses
Routine
Daily use and governance
Automation
Rules, channels and alerts
When it makes sense
01
The team uses the CRM, but leadership still operates in the dark.
02
Leads, deals or renewals are slipping between stages.
03
Automation grew through patches and no one knows what still works.
04
You want to improve before replacing the tool.
— How it works
Fromtherealoperationtoadecisionmap.
02
Leakage map
We identify where information breaks, follow-up fails and the CRM stopped reflecting the operation.
03
Correction blueprint
We prioritize fixes by impact, effort and dependency, with a clear plan for the next cycles.
What we analyze
DataIntegrity and critical fields
PipelineStages, handoffs and losses
RoutineDaily use and governance
AutomationRules, channels and alerts
Deliverables
- 01Visual map of the current CRM
- 02Prioritized problem list
- 03Correction recommendations
- 0430/60/90-day implementation sequence
Before replacing your CRM, understand what needs to change.
The first conversation confirms whether a diagnostic is the right next step.