Your CRM is Useless.

but it doesn’t have to be

Cold hard truth? Your CRM is not the problem - how you’re using it is.

You’ve paid for the software.

The data’s sitting there.

But if your sales team still isn't using it properly - or at all - it’s just another expensive icon on the desktop. I help small businesses get their CRM working properly, so your sales process runs smoother, faster, and actually delivers real, tangible results.

Mo’ Data, Mo’ Problems

Not on my watch!

Your CRM should be helping you win more work, not giving you a headache.

I’ll get your system cleaned up, set up, and working the way it should so your sales team have everything they need to confidently close that deal.

This isn’t my first rodeo

I’ve helped businesses turn clunky, chaotic CRMs into simple, streamlined sales systems.

I’ve seen every kind of CRM chaos imaginable. Thousands of duplicate records, sales teams who don’t even know what CRM the company uses (never mind how to log in), and invoice after invoice paid for a system that’s just gathering dust.

If you think yours is a mess, I’ve probably fixed worse.

How will you help us?

Simply put, you’ll end up with a CRM your sales team actually uses and is worth the investment.

Every business runs differently, so there’s no one-size-fits-all fix. But here’s what I can help you with:

  • Lead Pipelines - Simplified

    You know how your sales processes work, make it easy to track and follow the flow of your leads with clearer pipelines.

  • Automations Galore

    Everything from automatically moving items to where they need to be based on status updates to firing out emails based on pre-set triggers.

  • Reporting for Duty

    Dashboards and reports that give you the insights you need to identify areas for improvement and where your team deserves some kudos!

  • Cleaner Data

    Those 50 copies of Mr John Smith in your system? Sorted into one clean entry.

  • Email Templates

    You know those same emails your team will be sending day in, day out? We can turn all that typing into a quick click of a button to save time and reduce boring admin.

  • Team Training

    Half of the frustration I’ve heard from business owners and sales managers stems from a lack of employee confidence. Sort it stat with 1:1 and team training with yours truly.

What’s the process?

One.

The Audit
I’ll review your system, clean out the clutter, and figure out what’s working (and more importantly, what’s not).

Two.

Sales Mapping
Based on your existing methods, we’ll nail down a clear, easy-to-follow process your team can stick to so there are no more missed steps or conflicting methods.

Three.

Templates
I’ll work with your team to set up email templates to make their jobs easier and save time.

Four.

Training & Support
I’ll make sure your sales team knows exactly what to do in the CRM and how to do it so they actually use it.

Five.

Automate
We’ll set up automations to save your teams time and stop leads falling through the gaps.

Six.

Dashboards & Reports
You’ll finally be able to see how your businesses is functioning day to day including what’s working, what’s not, and where to improve.

Seven.

Ongoing Help
Need quick changes or have a question down the line? Don’t worry I’ll be around to help with any questions you may have after we’ve done the initial set up.

Ready for a CRM that
finally pulls its weight?

By the time we’re done, you’ll have a CRM that:

  • Works the way your business actually runs

  • Gives your sales team clarity and saves them time

  • Helps you follow up faster and win more work

  • Shows you where leads are coming from and where you’re frequently losing them

  • Supports smart, simple processes that keep everyone on the same page

No more stress.

No more wasted payments.

Just a CRM system is worth paying for.

Ready for a useful CRM?

Leave your details here and I’ll be in touch!