Thirty minutes to the truth. Ninety days to a fixed system.
No discovery deck, no data warehouse project, no six-week readiness phase. The audit runs against live records the moment you authorize it.
- 01Minutes
Connect
OAuth into HubSpot or Salesforce plus the rest of the stack — roughly 30 connected tools via MCP and Pipedream.
- 02About 15 minutes
Audit
A 45-item scored audit across 7 functions, run against live records in about 15 minutes — not a questionnaire, not a sample.
- 03Priced in $
Plan
Findings become a prioritized plan with impact and effort expressed in dollars and hours.
- 04Approval-gated
Build
Workflows, sequences, fields and reports built inside your own system, each write reviewed and approved.
- 0524/7
Maintain
Every build is watched for silent breakage. Forever. The audit is the front door; the consultant is the product.
“You should improve lead-status hygiene.”
“17,444 contacts have no lead status — fix queued.”
See what 15 minutes on your live data turns up.
The audit is the front door. Connect a portal, get 45 items scored and priced, and decide from there.