Unsuck your CRM.
In weeks, not months.
A data-driven diagnostic that scores your CRM health across 7 dimensions, ranks your top 10 fixes, and hands you a 90-day roadmap you can actually execute.
Your CRM isn't broken. It's underperforming.
The problem is rarely the software — it's how the revenue process is designed and operated. Sound familiar?
Pipeline numbers nobody trusts
Teams stop updating the system. Decisions get made on gut feel, not data.
Forecasts that slip every quarter
Commit vs. actual gaps that have leadership second-guessing everything.
Leads that fall through the cracks
Speed-to-lead SLAs don't exist or aren't measured consistently.
Reps who work around the system
Shadow spreadsheets everywhere. Revenue data lives outside the CRM.
Dashboards that look good but lie
Inconsistent data entry means you can't trust what's being reported.
No single source of truth
Revenue conversations pull from five different tools. Nobody agrees.
We fix this. In weeks, not months — with evidence extracted directly from your CRM data, not guesswork or gut feel.
Three things most CRM projects never produce together
CRM Health Scorecard
Objective 0–100 score across 7 dimensions with industry benchmarks. Repeatable over time.
Top "10" Fixes
Prioritised by impact and effort. Each fix tied to a specific KPI with expected improvement quantified.
90-Day Roadmap
3 sprints with clear owners, KPI targets, and dependencies. Actionable, not academic.
7 dimensions. 21 KPIs. One health score.
Here's exactly what we measure — and how we weight each dimension.
Data hygiene & completeness
Field completeness, duplicate rate, stale records
Pipeline integrity & process
Stage definitions, exit criteria, aging outliers
Speed-to-lead & handoff SLAs
Response time, SLA compliance, lead leakage rate
Activity quality & adoption
Active users, linked activities, touch standard adherence
Conversion & velocity
Win rate, sales cycle time, stage conversion rates
Forecast reliability
Slippage, commit vs. actual accuracy, pipeline coverage
System operability & governance
Single source of truth, change control, reporting trust
Works with any CRM
Our audit is system-agnostic. We pull evidence from whatever you run today — same rigorous methodology regardless of platform.
5 phases. Delivered in 2–4 weeks.
Data first. Evidence grounded. Findings scored against objective KPIs, not just stakeholder perception.
Choose the engagement that fits your timeline
Pick the option that fits your depth of need. Both start with a free 30-minute discovery call.
- Structured survey (scored & benchmarkable)
- Lightweight CRM data pull
- Scorecard — 7 dimensions
- Top "10" fixes list
- Sprint recommendation
- 30-min exec readout
- Everything in Lite, plus:
- Deep CRM data extraction & analysis
- Executive & manager interviews
- Process walkthroughs per team
- Evidence pack with benchmarks
- Full 90-day roadmap (3 sprints)
- ROI narrative with revenue projections
We don't sell CRM software.
We fix how you use what you have.
CRM-agnostic
Salesforce, HubSpot, Dynamics, Zoho, Pipedrive — same methodology, any platform.
Data-first methodology
We score what's real, not what people believe. Evidence from your actual CRM export.
Practitioner-led
Led by CRM operators who've run the revenue process themselves — not theorists.
No conflict of interest
We earn from the audit, not from your next CRM purchase. Zero vendor bias.
Fast & focused
Done in weeks. Actionable, not academic. Outputs your CFO and CRO can act on.
Proven framework
21 KPIs, 7 dimensions, benchmarked against B2B peers. Repeatable and objective.
What you walk away with
Five concrete outputs — all actionable, all benchmarkable.
CRM Health Scorecard
Overall 0–100 score with dimension breakdown, grade, and radar chart. Benchmarkable against B2B peers and trackable over time.
Top "10" Fixes
Ranked by impact and effort. Each fix is tied to a specific KPI with the expected improvement quantified.
90-Day Improvement Roadmap
3 sprints with clear scope, owners, KPI targets, and dependencies. Ready to execute from day one.
ROI Narrative
Revenue impact, efficiency gains, and forecast accuracy improvement if you address the top 3 issues identified.
Executive Readout
30-minute presentation of findings, priorities, and recommended next steps — built for leadership conversations.