Improve the CRM
You Already Have
Weekly expert sessions focused on implementation, team adoption, and reporting quality. No platform switch required.
15-minute assessment • Personalized recommendation • No obligation
Work With a Senior CRM Operator
Mike
Founder & Lead CRM Strategist
With 10+ years building CRM systems for dozens of companies. Mike has transformed revenue operations for businesses from startups to $100M enterprises, combining deep technical expertise with real-world business results.
Credentials:
"Most CRM issues are fixable with a clear plan, disciplined implementation, and consistent follow-through."
Where CRM Teams Usually Get Stuck
These are common issues we see before engagement. Each one slows execution and reduces confidence in your system.
Team avoids using it
Less than 40% actually log their activities
Data is messy and unreliable
Duplicate records and missing information everywhere
Everything requires manual work
No automation means constant busy work
Reports are hard to trust
Numbers never seem right or up-to-date
Left unresolved, these issues compound over time
The impact varies by team size and sales cycle, but the pattern is consistent: slower execution, weaker reporting, and missed opportunities.
See the Improvement PlanWhat Improves in the First 90 Days
We focus on the high-leverage changes first so your team can see progress quickly and build momentum.
Manual data entry
Smart automation
60% less manual work
Messy, duplicate data
Clean, reliable information
95% data accuracy
Team avoids CRM
Daily active users
85% adoption rate
Basic reports only
AI-powered insights
Predictive analytics
How CRM Mastery Works
A four-step working model focused on practical implementation.
Complete Assessment
15 minutesWe review your current CRM setup, workflow gaps, and priority goals
Review Plan and Scope
24 hoursYou get a recommended roadmap, timeline, and pricing based on your context
Start Weekly Working Sessions
Week 1We run 90-minute sessions focused on implementation and team enablement
Track Measurable Improvements
OngoingMonitor adoption, data quality, automation coverage, and reporting confidence
Session Tracks by Priority
Sessions are organized so foundational fixes come first, then automation and advanced optimization.
Quick Wins
Weeks 1-4
Immediate improvements your team will love
Automation
Weeks 5-12
Eliminate manual work and errors
Advanced Features
Weeks 13+
AI-powered workflows and strategic capabilities
Ongoing Support
Cross-cutting
Data management, reporting, and team training
Sessions Are Delivered as a Structured Program
We sequence sessions inside one shared roadmap so each change supports the next one and results are easier to sustain.
Request Program DetailsBuild Internally vs. Partner With Us
Typical annual internal costs for comparable CRM and automation capability.
CRM Mastery Investment
Scope and pricing are set based on your systems, team, and goals.
Flexible Service Levels
Choose the support level that matches your team capacity and implementation scope.
Strategy & Guidance
CRM Mastery Foundations
2 sessions monthly (90 minutes each)
Perfect for small teams with internal resources
Get expert guidance, implement at your own pace
3-month minimum commitment
We Build It With You
CRM Mastery Program
Weekly 90-minute sessions + hands-on implementation
Perfect for growing businesses ready to scale
Professional development + done-with-you implementation
3-month minimum commitment
We Handle The Entire Transformation
CRM Mastery + Fractional CRO
Weekly sessions + full implementation + strategic leadership
Enterprise-level support and strategy
Your dedicated revenue operations team
Custom engagement terms
Start with the assessment for a tailored plan, or book a call if you want to review options live.
How We De-Risk the Engagement
We define outcomes up front, review progress regularly, and adjust scope collaboratively when priorities change.
Defined outcomes
Scope and success criteria are documented.
Regular reviews
Progress is reviewed and reprioritized each month.
Transfer of knowledge
Your team gets documentation and repeatable workflows.
Frequently Asked Questions
Common questions teams ask before they start.
We are busy. How much time does this require from our team?
Most teams spend about 90 minutes per week in working sessions. We handle the heavy implementation between sessions so internal lift stays manageable.
How does this compare with hiring internally?
Internal hiring can be the right long-term move, but it usually comes with recruiting time, ramp-up time, and multiple roles. This model gives immediate access to senior execution while you build internal capability.
What if our CRM is highly customized?
Customized systems are common. We begin with an audit to identify what should be preserved, simplified, or rebuilt before implementing changes.
Will this work for our industry?
The core framework is industry-agnostic because it focuses on process quality, data reliability, and pipeline execution. The workflows are then adapted to your specific operating model.
What happens after the initial engagement?
You keep the systems, documentation, and operating playbooks. Many clients continue for ongoing optimization, while others transition fully in-house.
Need a Direct Recommendation?
Share your goals and current setup, and we will recommend the right starting scope.
Book a Consultation