CRM Audit

System Setup & Configuration — “Fit for Purpose?”

We start by assessing whether your current CRM or email platform is the right tool for the job — and whether it’s configured to match the way your business actually operates. I’ll interview key users across sales, marketing, and admin to understand day-to-day usage. Then I’ll map your real-life processes against how your CRM is structured — from lead capture to deal handoff.

Deep Dive into the Data — “Are You Flying Blind?”

Next, I look at what data you’re capturing — and how useful it actually is. Are you logging lead source, deal value, last contact date? Is the data driving segmentation, automation, or useful reporting? Or is your team just “logging notes” and ignoring the rest?I’ll show you whether the system gives you meaningful visibility into your sales activity — or whether it’s just a glorified to-do list.

Review of Campaigns & Automations — “Working Smart, Not Just Hard?”

Automations are supposed to save time and prevent leads falling through the cracks — but only if they’re aligned with the way your business actually works. I’ll audit your workflows through the lens of your sales process to see if your CRM is helping you follow up, nurture leads, and trigger reminders at the right times. If your team is still chasing things manually — like follow-ups, call reminders, or re-engagements — I’ll flag what could and should be automated.

Strategic Recommendations — “Doing More With What You’ve Got”

Finally, I bring it all together. You’ll receive a clear, prioritised list of recommendations — no jargon, no waffle. I’ll highlight what you’re doing well, what’s being underused, and what needs rethinking.Every suggestion is mapped to your business goals, whether that’s faster lead response, better pipeline visibility, stronger nurturing, or just making the system easier to use. You’ll also get a plain-English roadmap of enhancements, ranked by impact and effort — so you know what to action first, and whether your current CRM is worth sticking with.