🧠 To get the most out of your call:

Before we speak, take 2 minutes to prepare. This helps us dive in fast and give you relevant, high-value recommendations.

    ✅ Be ready to share 1–2 pain points (e.g. slow follow-up, broken pipeline, messy reporting)

    ✅ If possible, invite the person who will implement the changes (ops lead, tech, etc.)

🔍 Here’s what we’ll do in 30 minutes:

• Review your current CRM setup

• Identify friction points or inefficiencies

• Show you 2–3 high-leverage fixes or automations

• Answer your questions with real examples

No pressure, no pitch — just clarity and expert insight.

✅ You’ll get the most value from this call if you’re...

• Managing a CRM with at least a few users or processes
• Actively experiencing friction (manual tasks, messy data, unclear stages)
• Responsible for improving operations, sales, or marketing systems