Unlock Clarity With a CRM Audit
A messy CRM is more than a tech issue — it’s a business problem. Let’s pinpoint what’s broken, align your tools with your team, and turn your CRM into an asset that actually drives revenue.
It's time to stop guessing
When You’re Ready for a CRM That Actually Works
You shouldn’t have to chase data across systems, guess where deals stand, or wonder if automations are firing correctly.
I’ll help you uncover where your CRM is slowing down your sales cycle, overcomplicating workflows, or losing visibility — and show you how to fix it.
The four pillars of the CRM Audit
I take a holistic approach to elevating your CRM. There are four pillar components of your CRM. Your audit will review and recommend each of them for a 360° action plan that will position your business more strategically for your dream clients.
Architecture
I'll assess how your CRM is structured from objects and pipelines to properties and associations and uncover where data is breaking down.
Automation
I'll evaluate workflows, triggers, and task sequences to identify redundancies and ensure automation supports human efficiency, not chaos.
Data & Reporting
I'll check property hygiene, data integrity, and dashboard setup so reporting reflects reality (and leadership can finally trust the numbers).
Enablement & Adoption
I'll review team usage, permissions, and process adoption to make sure your CRM supports how your team actually works — not just how it was set up.
What's Included
$997 | Investment
This is a strategic audit that helps you see your CRM through a RevOps lens. I'll walk away knowing exactly what’s working, what’s not, and what to prioritize next.
Full CRM Audit Report — Deep dive into architecture, workflows, data, and automation health
Prioritized Action Plan — 90-day roadmap with recommended fixes and quick wins
Implementation Strategy Call — 60-minute session to review findings and set next steps
Audit Recording & Report — You’ll get a recording of our call and a clear summary of recommendations
The CRM Audit Process
Step 1: Apply for Your Audit
Complete the short intake form so I can learn more about your CRM, team, and business goals.
Step 1: Deep Dive Assessment
I’ll review your CRM setup, automations, and data structure — and identify gaps affecting performance.
Step 3: Review & Strategy
We’ll meet for 60 minutes to go over findings and build your 90-day CRM improvement plan.
"I am grateful I found her"
"I love how she breaks things down and makes things simple for you to understand and grasp!. Qwantel has a passion for what she does and it shows when you work with her."
"I am beaming"
"She gave me more me more clarity and peace than I can possibly describe for my business. Thank you, Thank you!.. "
Schedule a CRM Audit Discovery Call
Ready for some real, actionable direction to make your CRM work for you? Let's Discuss
Frequently Asked Questions
Who is this for?
Founders, RevOps teams, or operations leads who manage (or depend on) a CRM that’s grown messy over time.
Do you only work with Hubspot?
Nope, I specialize in HubSpot, Salesforce, HighLevel, Attio and Practice Better CRM Systems. The same RevOps principles apply to all.
Will you fix everything for me?
This is a strategic audit, not an implementation package. You’ll get a prioritized roadmap and clarity to delegate or execute internally.
Can we work together after this audit?
Absolutely. Many clients continue with implementation or ongoing RevOps consulting once their audit is complete.
Let's Talk
+1 (470) 631-1326
Based in Georgia, Serving founders across the globe.
Get my operations and revops brain delivered straight to your inbox.