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Package 01Works with any CRM

CRM Health Audit

Know exactly what's broken in your CRM — scored, recorded, and delivered within a week.

£295

Works with any CRM. Book a short call, send me portal 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.

Get your CRM audit
What's included
  • 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
Proven impact

Most portals I audit have critical data gaps or broken automations their teams don't know about. The scorecard makes the invisible visible.

Ready to get started?

Book a short call and we'll scope exactly what you need.

Currently booking