Your CRM is a goldmine.
You already have the data. I clean it, enrich it and build the system that turns it into pipeline. Your CRM becomes a reliable source of decisions, handed over to your team.
Why your CRM holds you back
The data is there, but it’s become unusable. Four symptoms show up in almost every company.
A graveyard of duplicates
Stale data, duplicate records, empty fields. You can no longer filter or trust it to decide.
Nobody knows who does what
A prospect called by two reps. Account distribution happens blind.
The CRM doesn’t help you close
Instead of speeding up the sale, it slows it down. Your reps lose trust and avoid it.
No signal to prioritize
Impossible to know which account to work first. 20 minutes per account rebuilding the info.
Your CRM isn’t a cost.
It’s your pipeline asleep.
Before buying more leads, we wake up the ones you already have. That’s often where the cheapest pipeline to generate hides.
What you’re under-exploiting
A good chunk of your pipeline is already with you, dormant. We wake it up before spending another euro on acquisition.
From a messy CRM to a source of decisions,
in 6 weeks
A quantified snapshot in the first week, a system handed over at the end. Four steps, no opaque tunnel.
01 · Audit
Read-only access. A quantified snapshot of the real state: duplicates, empty fields, stale data. Delivered in a workshop.
02 · Construction
Cleanup, deduplication, automated enrichment, market mapping, account ranking, anti-duplicate rules.
03 · Activation
Fit and intent scoring, segmentation, workflows, signals routed to the right owner on Slack, steering dashboards.
04 · Handover
Documentation, training your team, handover. You keep everything and stay autonomous.
What runs continuously
Once in place, the system maintains your data on its own. You don’t walk away with a clean CRM that re-rots in three months.
Clean data that stays clean
Cleanup, deduplication and governance rules running continuously. No more duplicates growing back.
Enriched automatically
Every record filled on its own: verified email, phone, company data, signals. No manual entry.
Readable by the whole team
Steering dashboards for the Head of Sales, signals routed to Slack at the right time, to the right people.
Get your trust in your CRM back
- Clean, up-to-date data readable by your whole team.
- A reliable forecast and dashboards to steer, not by feel.
- Your reps ~2x more productive: no more 20 min per account rebuilding info.
The questions I get asked
Do you work in our CRM?
Yes, everything is built in your tools. You stay the owner, nothing is a black box.
Which CRMs do you handle?
HubSpot, Salesforce, Pipedrive, Attio.
How long does it take?
About 6 weeks. But you get a quantified snapshot of your CRM’s state from the first week.
And after, do I depend on you?
No. Everything is documented and your team is trained. You keep control, autonomously.
What’s the CRM audit?
Read-only access to your CRM, a quantified snapshot of its real state, delivered in a workshop. No commitment.
Contact
Ready to tap your goldmine?
We start with a CRM audit: read-only access, a quantified snapshot of the real state, delivered in a workshop. No slide deck, just a clear starting point.
Audit my CRMFree · 30 min · No commitment · Reply within 1 business day