The consultation is a free 30-minute video call. It suits teams who know something is wrong but aren’t yet sure whether they need an audit, a focused fix, a rebuild or nothing at all.
It isn’t a sales demo and there are no slides. Most of the time goes on your system: what the data looks like, which customer states you rely on, where the handoffs happen, and which piece stopped behaving the way people expect.
What the call covers
We’ll usually spend the first ten minutes on the problem in your words. A typical example: “New leads go to the wrong rep about a third of the time and nobody can tell us why.” From there we ask about the parts of the system behind it, such as the form, the properties it writes, the routing rule, the owner assignment and any integration that touches the record afterward.
By the end you should know:
- whether the problem looks isolated or connected to something bigger
- what we would check first if we were in your account
- whether an audit, a small piece of paid work or an internal fix is the sensible next step
Sometimes the honest answer is that your team can fix it without us. We’ll say so.
What to prepare
Nothing formal. These help, if you have them to hand:
- the names of your CRM, email or SMS platform, ecommerce platform and any integration tools
- one real example of the problem, like a contact record that ended up in the wrong place or an email that went to the wrong segment
- the decision you’re trying to make, for instance “fix or migrate”, “hire or outsource”, “is this worth doing before Q1”
Please don’t share passwords or send exports before or during the call. If we need to see inside your system later, we’ll arrange proper access as described on our security page.
After the call
If more work makes sense, we send a short written summary of what we discussed and a suggested next step. That might be a CRM Audit, a scoped piece of implementation or automation work, or simply a list of things to check yourselves. There’s no follow-up sequence and no pressure to reply.
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Common questions
Is the consultation really free?
Yes. It’s 30 minutes, and it’s how we find out whether we can help. If the conversation turns into detailed design work, we’ll suggest scoping that as a paid engagement rather than continuing on the call.
Who will I speak to?
You’ll speak with a senior consultant who works on CRM projects directly, not with a sales representative.
Can I bring colleagues?
Yes. It often helps to have someone from marketing and someone from sales or operations on the call, because many CRM problems sit in the handoff between the two.
What if I’m not sure what the problem is?
That’s fine, and fairly common. You could also take the CRM Health Check beforehand. It takes about five minutes and gives us both a starting point.