What gets fixed / CRM rescue
The CRM isn’t broken beyond repair. The implementation was.
Somebody set it up in a hurry, or an agency set it up for a company you no longer are. Rescue means fixing what’s there before proposing a rebuild, and saying plainly when a rebuild is the right call.
Book a 30-min call →02 / How it usually sounds
You didn’t build this. You just live in it.
The most common version: the setup was done by someone long gone, the automation fires for reasons nobody remembers, and every quarter adds another workaround. Nobody trusts the reporting, so decisions route around the CRM entirely, which makes the data worse, which makes the reporting worse.
“We inherited messy data.”
“The sales team isn’t following a documented process.”
“I don’t trust a single number in the reporting.”
“Duplicate records everywhere.”
Verbatim from discovery calls
03 / How a rescue runs
Repair discipline, in order.
Diagnose before rebuilding
A broken implementation is a record of decisions somebody made under pressure. Before touching anything: which of those decisions are wrong, which are fine but undocumented, and which constraints are real versus just habit.
Subtract before you add
The first recommendation is usually to cancel or consolidate something, not to buy something new. Dead workflows, half-adopted tools, properties nobody fills. A rescue that starts by adding is a second bad implementation.
Rebuild stages that mean something
Every stage tied to a real date and a real action, so a deal can’t sit in one for six weeks and still count toward the forecast. This is where a rescue stops being cosmetic.
Win the team back
A rescued CRM your reps route around is still broken. Carrot over stick: make the correct path the fastest path, and adoption follows without policing. Then reporting gets rebuilt on top, so the numbers reconcile.
The repair-vs-rebuild call, made in two weeks.
The audit reads every process from lead to retained customer and says what to fix first. If the damage is real, it says that plainly too. Either way you get the 6-month plan.
Not ready for a monthly engagement
Start with the two-week audit instead.
A read on every process from lead-to-customer retention, and a 6 month plan for what to fix first. The full $1,200 comes off month one if you continue.
$1,200
Flat
$0
If you continue
05 / FAQ
Questions that come up
Repair or rip out and re-implement?
Repair, more often than the rescue industry would like. Most "broken" CRMs are structurally fine underneath bad stage definitions, dead automation, and dirty data. They are fixable in place, without losing history. Rip-out wins when the object model itself is wrong for how you sell. The audit makes that call explicitly, with reasons, before any work starts.
The last consultants caused this. Why is this different?
Two published guardrails. First, nothing writes unsupervised: bulk changes go through a write plan you can read before it runs. Second, you keep everything: documentation and handover are part of the build, not a favor at the end, so your team can run the system without a standing dependency on whoever built it.
What does a rescue cost?
It starts with the two-week audit: $1,200 flat, credited in full against month one if you continue. The repair itself runs inside the published monthly tiers, from $2,500 a month, and the audit says which tier the damage calls for, which is sometimes less than you feared.