Service
A CRM nobody maintains is worse than a spreadsheet, because everyone assumes it is right. Keeping records current, pipelines honest and follow-ups logged is routine work — and routine work should not sit with the owner.
Book a free 20-min callContacts, companies and deals updated after calls and emails so the pipeline reflects reality.
Duplicates merged, dead records archived, fields standardised and missing data researched and filled.
Tasks and reminders created so nothing sits at 'awaiting reply' for six weeks unnoticed.
Forecasting, follow-up and reporting all depend on the underlying records being accurate. When they are not, decisions get made on a pipeline that is part fiction and opportunities lapse simply because nobody was reminded.
The fix is not a better system. It is somebody spending a few hours a month keeping the current one honest.
The other common request is moving from spreadsheets into a CRM, or between CRMs — de-duplicating, mapping fields, importing in stages and checking the result. It is exactly the kind of project that never reaches the top of an owner's list.
These are usually handled as a defined ad-hoc block of hours rather than a retainer, quoted before work starts.
Scope
Questions
A short call to look at the state of your records and what a monthly upkeep routine would cost.
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