Quick Wins Audit
$97
A no-changes-made CRM diagnostic, findings only.
What this includes
- ~30 minute review of your CRM
- Duplicate contacts identified
- Broken pipeline and deal stages listed
- Short written report of quick fixes
What happens after you buy
We read what you already have
Before anything is changed, we look at the CRM as it stands so the work is scoped against reality.
You get the scope in writing
What will be done, what will not, and anything that depends on a paid tier of a service you own.
The work happens
You can follow it in the product, and ask anything through the Personal Butler as it goes.
Buying it
Checkout happens inside your FloForge workspace, under Settings → Billing. Payment is handled by Stripe and FloForge never sees or stores your card details. Having an account before the work starts is what gives you somewhere to follow it and somewhere to ask about it.