Fix Your CRM and Get It Working Properly
For businesses that already have a CRM but are not getting the value they expected. We find out exactly what is wrong and give you a clear plan to fix it.
Signs your CRM needs an audit
- Your CRM is not being used consistently by your team
- Your data is messy, duplicated, or completely out of date
- Follow-up is inconsistent and leads are being lost
- Reports do not make sense or nobody trusts the numbers
- The system feels too slow, too complicated, or too hard to use
- You are paying for features you do not understand or never use
- Your CRM is not connected to Xero, your website, or other tools it should be
If more than two of these sound familiar, an audit will almost certainly pay for itself. Most issues we find have a straightforward fix once they are properly identified.
A thorough, independent review
- Your CRM setup, configuration, and overall structure
- Data quality: duplicates, gaps, outdated records, and import issues
- How your team actually uses the system day to day
- Your automations, workflows, and follow-up sequences
- Integrations with Xero, your website, email, and other connected tools
- Reporting and whether your dashboards reflect reality
- What is not working and specifically why
We are completely independent. We have no interest in recommending more software or additional services you do not need. Our job is to tell you the truth about your system.
Three clear deliverables
Everything is written in plain language. No technical jargon, no vague recommendations. Just clear findings and practical next steps.
A clear, plain-language document covering exactly what we found, what is working, what is not, and why.
Specific, actionable recommendations you can act on immediately not a list of vague suggestions.
A simple, logical sequence of what to fix first, what can wait, and what is genuinely not worth fixing.
The audit process
Simple, structured, and completely independent from start to finish.
Discovery call
We start with your free 30-minute call to understand your situation and confirm an audit is the right next step.
Scope and quote
We scope the audit based on your CRM platform and complexity. You receive a fixed quote before any work begins.
Review and analysis
We review your system thoroughly: setup, data, workflows, integrations, and how your team actually uses it.
Report and debrief
You receive your written report and we walk through the findings together so everything is clear and actionable.
All engagements are scoped and quoted before any work begins. No surprises, no scope creep, no lock-in.
Clear, upfront pricing
Every engagement is scoped and quoted before work begins. You will always know exactly what you are paying before we start.
- Full independent CRM review
- Data quality assessment
- Workflow and automation review
- Integration check
- Written findings report
- Prioritised improvement plan
- One-hour debrief session included
- CRM selection and recommendation
- Setup and configuration support
- Team training and onboarding
- Integration with Xero, Teams, and other tools
- Ongoing advisory retainer
- Post-audit implementation support
All prices are in Australian dollars and exclude GST.
Start with the free 30 minute call
Before committing to an audit, book the free call. We will confirm whether an audit is the right next step for your situation and give you an honest assessment — at no cost.
ABN 33 806 616 490. Northern Beaches, Sydney based· Privacy Policy · Available by phone or video · Monday to Friday