I will audit your pipedrive or hubspot CRM and build an improvement roadmap

A CRM that kind of works is usually the biggest reason why deals slip, data gets messy and reporting becomes unreliable.

This audit gives you a clear view of what works, what is broken and what needs to be fixed to create a predictable, scalable commercial system. I look at data health, pipeline structure, field design, workflows, routing and lifecycle stages, and I tell you what to fix first.

What you get depends on the package:

Quick Scan: a one-page scan with the three biggest blockers and what to fix first.

Audit and Roadmap: a full audit with a prioritised 90-day roadmap: what, why, effort and expected impact.

Roadmap and Business Case: the roadmap plus cost, effort, owners and a board-ready summary, with a call.

Works with Pipedrive, HubSpot and Zoho. Because every setup is different, message me first so we can agree on the scope and a fixed price before you order.