CRM Systems · CRM ARCHITECTURE, AUDIT & IMPLEMENTATION
A CRM can connect your people, data, and processes. It can also become a maze of incomplete records, confusing fields, and workflows no one wants to touch.
I assess how your CRM, data, and commercial processes actually work, then help prioritize improvements and implement safe, limited fixes when appropriate.
Marketing and sales teams already using a CRM that want to understand what is broken before adding more tools or rebuilding workflows.
Before redesigning a system, understand how it works today. Sometimes a targeted fix is enough; other situations call for a custom implementation project.
Two ways to start
Option 1
Assessment of one CRM instance, a primary pipeline, up to five workflows, two integrations, and sampled data quality.
COP 2,300,000
Fixed-scope price. Subject to eligibility and requirements.
Deliverables: CRM health assessment, process map, documented findings, prioritized roadmap, and walkthrough.
Assessments exclude mass cleanup or migration, full CRM redesign, and custom integrations. Larger implementations need a separately scoped proposal.
Option 2
Adds up to three safe, limited fixes, capped at four combined hours of implementation and testing.
COP 3,300,000
Fixed-scope price. Subject to eligibility and requirements.
Deliverables: diagnosis, approved changes, QA record, and next-step recommendations.
Assessments exclude mass cleanup or migration, full CRM redesign, and custom integrations. Larger implementations need a separately scoped proposal.
General terms: one consolidated review round; licenses, media, and external vendors are budgeted separately; work begins once the required information and access are available; business results are not guaranteed.
Conceptual example
Illustrative visualization; not based on client data.
How we work
Assessments exclude mass cleanup or migration, full CRM redesign, and custom integrations. Larger implementations need a separately scoped proposal.
Related experience
Worked on B2B demand generation, ABM, nurturing, and the marketing-to-sales processes behind opportunity development.
My contribution: Worked across demand generation, HubSpot, segmentation, automation, content, and marketing-to-sales coordination.
Takeaway: Built hands-on experience with the systems and decisions that support B2B opportunities over time.
Built and quality-assured campaigns and automations in enterprise environments, with an emphasis on platform accuracy and cross-team delivery.
My contribution: Campaign setup and QA across segments, rules, forms, and CRM-connected marketing automation processes.
Takeaway: Strengthened my approach to clear requirements, quality controls, and documented delivery.
Worked across commercial processes, CRM workflows, opportunity management, and coordination between clients, strategy, and delivery teams.
My contribution: Worked on pipeline structure, follow-up routines, reporting views, and commercial coordination.
Takeaway: Deepened my perspective on the connection between sales clarity, well-configured tools, and team capacity.
Frequently asked questions
Not necessarily. We start by evaluating what you already use.
I've worked with HubSpot, Salesforce, Pipedrive, Zoho CRM, and Bitrix24, among others; the scope covers one CRM.
Only safe improvements are applied, with prior approval and a rollback plan where relevant.
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Let's talk about what you're trying to solve.