Move from scattered sheets and inboxes to one working CRM built around how you operate, so you get organized, see the same numbers in every meeting, and grow with confidence.
When information lives across Google Sheets, inboxes, and separate tools, reports conflict and every update turns into debate. Work slows, handoffs slip, renewals get missed, and follow ups never happen because no one can see the full picture.
Inside, you feel stuck carrying the blame for systems you weren’t hired to build. That’s not how a modern team should work. Your business deserves a single pane of glass for data and reporting you can trust, not a daily battle to get clear answers.
Choose Salesforce or HubSpot because they are tied to your goals, not a vendor quota, so you start with the best fit.
Move cleaned data, set up fields that make sense, workflows that work, and dashboards your team can use.
Straightforward design and helpful training, ensures new users onboard fast and meetings use the same numbers.
Go from scattered data to one working CRM where activites sync, numbers align, and your business moves forward.
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12 essentials every revenue officer, sales manager, or marketing manager must review.
Share what’s broken and what “good” looks like.
Get a simple plan to fix processes, data, and connections.
Go live, trust your dashboards, and hit your numbers.
In a few guided steps, you’re up and running and on track to hit your goals.
Wins, endorsements, and feedback from teams that now trust what their dashboards say.
“Elite CRM optimizer who turns messy systems into growth…”
Mason Neely
LinkedIn
“Scott took us from excel sheet to Hubspot and helped us 3X our revenue. Thanks Scott!”
Michael Bennett
Flusso Software
We know how hard it is to deal with a business that has all of its information in different places where you can’t easily access it…
You show up to a meeting with your list, someone else brings a different list, and neither one matches what’s actually happening. It’s frustrating when you can’t get a clean, shared picture of the business, and you’re expected to explain decisions without trust in the data.
Pick a time that works for you, and get the plan you need to make your CRM tell the real story.
Yes. We start by listening and evaluating how your business actually works. Based on your needs, we’ll recommend a platform like HubSpot or Salesforce and guide you on the specific edition or Hub you should choose. Many teams find the product menus overwhelming; I help you navigate those options so you end up with the fit that matches your goals.
Yes. We help you select and implement the platform that fits your priorities. If automated email campaigns are important, HubSpot often makes sense. If tracking activities and phone calls is the focus, Salesforce often fits better. We’ll work with you to get the right product in place and configured to your needs.
We ask about your users, how many records you need to migrate, and what you need to track. We also look at how you run the business. Then we compare those inputs to similar projects I’ve done and give you a scoped level of effort. That lets you see the work on your side and the implementation effort in addition to your CRM subscription.
We bill hourly at $150. As an example, a typical install can be about 50 hours over roughly three months. Work is front loaded to set up structure and get data in, then we build workflows and reporting, and finish with training. Effort tapers by month three so you have time to adopt and adjust.
Yes. We create a Slack channel for ongoing support. Instead of losing time searching for answers, you can drop questions in Slack and get quick guidance to keep momentum.
Outside of when we’re sleeping, you can expect a response within about an hour.
Complete the form and we’ll get you scheduled for a CRM Success Call.
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