 #  CRM Boost: Fall back in like with your CRM. 

 

 

We find the tools already sitting inside your CRM and put them to work for your team.

 

 

 

 

 ##  Foundation Building - 4–6 weeks From $4,950 

 

 ## Cards

 

 

 ###  Stop paying for redundant tools 

 

We identify native features you are already paying for but aren't using, allowing you to consolidate tools and save money.

 

 

  

 ###  Win back hours of staff time 

 

We will build a custom workflow or automation specifically designed to eliminate your team's most frustrating, manual daily pain point.

 

 

  

 ###  Protect against staff turnover 

 

We document the "secret" workarounds and institutional knowledge hidden in your staff's heads, so your operations don't halt when a key employee leaves.

 

 

  

 ###  Eliminate bottlenecks 

 

We review how different team members use the platform day-to-day to align everyone around unified, streamlined processes.

 

 

  

 ###  End the constant "how do I do this?" interruptions 

 

We provide targeted training on underutilized features specific to your team’s actual work, empowering them to use the system confidently.

 

 

  

 

  

 

 

 ##  Retained Support (Monthly · $165/hr) 

 

 Future-proof your growth: Get ongoing guidance as your organization scales and your CRM releases new 

 

 Seamless onboarding: Ongoing training support so new hires can hit the ground running when staff tur 

 

 

 On-demand expertise: A reliable safety net your team can turn to with questions without needing to o 

 

 

 

 

 

 ##  Not sure where to start? 

 Let's look at your biggest headache. Book a 90-minute strategy session. Come with your questions, your frustrations, or a specific problem, and we will help you figure out where to go from there. Sessions are $300, which applies directly to your CRM Boost engagement if booked within 30 days. 

 [ Book Your Strategy Session](https://calendar.app.google/5u9xmS5tCNrWKJ5g8)