Find out what your CRM is really costing you.

Identify hidden costs of ownership against your CRM.

I'll show you where the money goes, what it's costing your number, and whether fixing it is worth it.

(Limited capacity available)

What you get

  • A license audit. Who has a seat, who uses it, and what you could stop paying for at renewal.
  • A renewal script, so cutting unused licenses doesn't turn into a negotiation you lose.
  • A cost-of-ownership estimate covering licenses, admin time, agencies, integrations, and manual work, built from a 10-minute intake.
  • An AI-readiness score, with the specific data problems standing between you and AI that's actually useful.
  • A live readout with your leadership team, where I walk through what I found and what I'd do about it.
  • A CRM health dashboard package that stays installed, so you can keep watching the numbers after I'm gone.

CRM Audit waitlist