Gain a deeper understanding of your current processes and systems to pinpoint the specific areas that may need improvement.


👉 Having issues with your CRM but don't know where to start?

👉  Not sure if you need to upgrade or search for a new platform?

👉  Dealing with frustrated employees, causing things to fall through the cracks?

A CRM Audit is the PERFECT solution!


CRM Audit Pricing

Choose the best fit for your needs.
*An additional charge may be discussed if outside of our available service areas.

Most Popular

Remote Audit


  • 1 Complete System Audit
  • 4 hours Zoom Time
  • 162 Point Audit
  • 30 Page Report
  • 10 Solution Extraction Surveys
  • Suggested Improvements

We will conduct your Company's audit remotely utilizing Zoom and Email surveys and perform our solution extraction with your key teammates. We will then provide a full review of your process from lead to finish over 3 video calls, which we will record and delivered to you as well. Including Kick-off and Wrap-up communications, the total time required for the audit is around 4-5 hours.


On-Site Audit


  • 1 Complete Operation Audit
  • 3 Days on Site
  • 162 Point Audit
  • 30 Page Report
  • 18 Solution Extraction Interviews
  • Suggested Improvements
  • Promotional Videos

Get the Full experience with our fully immersive review of your operation. We get the best understanding of your situation when we see how people work in the office. When we see how your production teams interact with your office staff, and how paperwork moves through your operation we can give you the best understanding of where the hidden bottlenecks are.

Say GOODBYE to not knowing what's wrong with your CRM and HELLO to smoother customer experiences.


How does it work?

Whether your goal is to sell your business, or scale it in a way that is future proof against coming disruption and uncertain economic times, we can help! This unbiased approach will position you to make better choices in who you hire, and what your problems truly are. 



The first step is getting a fully detailed, in-depth audit of your current state of systems and how your specific business uses them.



Next, we use the results of the audit to produce a fully detailed report - which we will review with you to ensure you understand every aspect and can ask questions.



Finally, we will provide our recommendations for improvement based on your data and discuss options to outline a customized roadmap to success.

Still have questions?



From experience, our team understands that business owners in the construction industry can struggle to separate a "Guru" from a "Coach" from a "Complete waste of my time". 

We are happy to jump on a quick call where you can audit us before we audit your business. For the call, please come prepared with some initial questions as well as some dream outcomes.