CRM workflow & migration blueprint
For an 8–10 person team working across spreadsheets, email, and WhatsApp.
3 business days · one review call · one revisionView the one-page scopeFixed-price business diagnostics
A small, paid first step that turns scattered evidence into a clear implementation choice. Defined inputs, written deliverables, fixed price.
Choose the bottleneck
Each engagement ends with an evidence-backed recommendation and the next implementation scope, not a promise of revenue or installs.
For an 8–10 person team working across spreadsheets, email, and WhatsApp.
3 business days · one review call · one revisionView the one-page scopeFor a B2B team investing time in personalized outreach without a reliable diagnosis.
3 business days · one review call · one revisionView the one-page scopeFor a public Shopify app that needs its first genuine merchants on a limited budget.
2 business days · one review call · one revisionView the one-page scopeCurrently selected
Choose the right system and migration path before paying for configuration or custom software.
Current workflow and failure-point map
Shared customer and opportunity data model
Ownership, permissions, duplicate, and audit-history rules
Comparison of up to three implementation options
Migration sequence, acceptance checklist, and fixed implementation quote
Request the paid first step
Choose the right system and migration path before paying for configuration or custom software.
No automatic charge. We confirm inputs, written scope, asset, network, and invoice before any transfer.
Straight answers
We confirm required inputs and scope before invoicing. Once work begins, the fee pays for the analysis and written deliverables, not a guaranteed business outcome.
If the evidence supports implementation, we provide a separate fixed scope. The CRM blueprint fee is fully credited toward the stated $1,500 configuration when commissioned within 14 days.
Yes, if we agree the asset, network, USD conversion timestamp, confirmations, address, and fees in writing before transfer.
Never send a seed phrase, private key, exchange password, remote wallet access, or funds to an unconfirmed address.