Free CRM and Workflow Audit
Find out what is broken in your CRM, free.
A 30-minute review of your GoHighLevel, HubSpot or Keap account. I look at your workflows, pipelines, forms and follow-ups, then send you a short list of what to fix first.
What I check in your CRM.
- Workflows and automations: whether each one starts, runs and finishes the way you expect
- Pipelines and stages: whether they match how you sell and deliver
- Forms and booking tools: whether new enquiries land in the CRM with the right details
- Follow-ups: where leads or clients stop hearing from you
- Contacts: duplicates, missing fields and tags nobody uses
- Connected tools: Zapier, Make and other integrations that pass information in or out
What you get
- A 30-minute video call to go through your setup together
- A short written list of what to fix first, in order
- A plain explanation of anything that is broken and why
- No obligation to hire me. The list is yours to use
A good fit if
- You use GoHighLevel, HubSpot, Keap, Infusionsoft or ActiveCampaign
- Leads or clients are not getting the follow-up you set up
- Someone else built your setup and nobody is sure how it works
- You are about to add new automations and want to check the basics first
How it works
01
Send the form
Tell me what you use and what is not working. It takes about two minutes.
02
I take a look
Before the call, I review what you sent so the 30 minutes go on your setup, not on questions.
03
30-minute call
We go through what I found together, on a video call at a time that suits you.
04
Your fix list
After the call I email you a short list of what to fix first. You can do it yourself or ask me.
Free for new clients
Request your crm and workflow audit
I read every request myself and reply within one business day to book your call.
Common questions
Free CRM and Workflow Audit FAQ
Yes, for new clients. You get a 30-minute call and a written list of what to fix first. There is no obligation to hire me afterwards.
GoHighLevel, HubSpot, Keap and Keap Max Classic (Infusionsoft), and ActiveCampaign, along with Zapier, Make and the forms and booking tools connected to them.
Not to start. We can go through it on a shared screen during the call. If you want me to look before the call, you can add me as a user and remove me afterwards.
You get a short list of what to fix first. You can fix it yourself or with your team, or I can quote for doing the work.