CRM Health Audit
Know exactly what's broken in your CRM — scored, recorded, and delivered within a week.
Works with any CRM. No call required — send me access, I do the work. Fee credited against a Build Sprint if you book within 30 days. Optional 30/60/90 action plan template: +£39.99.
Most portals I audit have critical data gaps or broken automations their teams don't know about. The scorecard makes the invisible visible.
- PDF health scorecard — scored across data quality, pipeline, automation, and tracking
- Recorded video walkthrough of your portal delivered via Google Drive
- Written summary of priority fixes, ranked by impact
- Delivered within one week of receiving portal access





