Examples of the work
Some of what gets fixed.
Data cleanup. Lead routing. Rescuing an implementation somebody else broke. These are examples, not a menu. A fractional engagement is full service and covers whatever the audit says needs fixing, in whatever order pays back first.
CRM data cleanup
Deduplication and standardization under a reviewed write plan, plus the process fix that stops the data getting dirty again.
How it runs →Lead routing
A map of how leads actually arrive, ownership decided before automation, and reporting that proves nothing falls through.
How it runs →CRM rescue
Repair for inherited, broken implementations. Diagnose before rebuilding, subtract before adding, and a clear call on repair vs rip-out.
How it runs →Any of these can start with the two-week Systems & Lifecycle Audit ($1,200, credited in full if you continue), and they run inside the published monthly tiers.
Not sure which one is yours?
It’s usually more than one. Broken routing, dirty data, and a bad implementation tend to be the same problem wearing three hats, which is why the engagement isn’t scoped to a single job. The audit sorts out what to pull first.