I will audit your CRM and automations and map your ai roadmap in a 30 min call
Software Consultant: Claude Code, AI Automation, Custom Systems
Vetted by Fiverr Pro
Michael Hayles was selected by the Fiverr Pro team for their expertise.
Vetted for
Software Management
About this Gig
Vetted Pro
Not sure which package? Message me first and we'll do a free 15-minute discovery call.
Your CRM has 50 unused fields. Your automations fire twice or not at all. Someone is still exporting to a spreadsheet to get a number the system should give you. And now everyone is asking where AI fits.
I audit the whole stack (CRM, project management, finance, automations, integrations) and tell you what to fix, what to automate, what to replace, and where AI actually pays off versus where it's hype.
What you get:
- 30-min call: recorded, with a written summary of the top issues and quick wins
- Full audit: I go through your systems, then a 60-min call and a prioritised AI + automation roadmap with effort estimates
- Build-ready scope: the roadmap plus a spec for your #1 project you can hand to any developer, or to me
Who this is for: SMB owners and ops leads on Monday, Asana, HubSpot, Zoho, QuickBooks, Make, Zapier or n8n who know things are messy and want an honest, technical view before spending money.
300+ builds. Vetted Pro. Every project ships with a Loom walkthrough and a case study.
Builds from $5,000 go through Fiverr as a custom offer; the audit fee is credited.
Software:
Monday
My Portfolio
Other Software Management Services I Offer
FAQ
Is this just a call or do you actually give me direction?
This is a working strategy session. You’ll leave with clear findings, priorities, and recommended next steps based on how your business actually operates.
I’m new to CRMs or just starting with Monday — is this still suitable?
Yes. Many clients come in with no CRM or an early Monday setup. The session focuses on how your business should run first, then how tools like Monday support that.
Will you fully build my CRM in this gig?
No. Every tier here is audit and planning, not building. Custom builds and integrations start at $5,000, scoped from the Build-Ready Scope and delivered through Fiverr as a custom offer. The audit fee is credited against it.
What happens if I need more work after this?
If a larger setup or automation makes sense, I’ll outline options and next steps. You’re never locked in, you choose how to proceed.
Do you offer a discovery call before I order?
Yes, and it's free. Message me before ordering and we'll do a 15-minute discovery call on Fiverr. I'll tell you straight whether the audit is worth your money, which tier fits, or whether you should skip it and go direct to a build scope.
Can you work with tools other than Monday.com?
Yes. While I specialise in CRM and workflow systems, this audit is platform-agnostic and focused on how your business runs end-to-end.
What don’t you cover in this gig?
Full rebuilds, complex automations, custom integrations and long-term management aren't in these packages. They're scoped as a Fiverr custom offer if you want them.

