CRM repair

An integration touching the record refreshes the last modified date. In one account 15 of 22 open deals carried that date, while real contact ran back nineteen months.

The audit dates every open deal from its last client message.

A rebuild quote carries the old stage list across, with no note of which stages let deals die. One account ran 21 pipelines and 250 stages, half requiring no action.

Five days on read-only access name the stages where deals die.

A stage with no required action and no deadline runs on memory, and memory holds until a rep takes a week off. The buyer tells you it is over.

Every stage gets a required action and an escalating deadline.

1. 1

   Do your five oldest deals carry a dated next step?

   A no puts them on the quiet deal sheet.

2. 2

   Does this month's CRM total match your team's spreadsheet?

   A no marks where the audit starts.

3. 3

   Can you name the money sitting in deals silent for two weeks?

   A no means day five hands you that number.

• Whoever built this left and nobody can read it

  Stages nobody can explain sit beside automations nobody dares stop.

• An agency had four months and deals still go quiet

  Nobody has mapped where deals stall, and the next invoice is due.

• I know what I want and have no path

  The brief for a contractor is still blank.

• A deal went quiet and I cannot say when

  The last entry is your own note from six weeks ago.

• You want a chatbot, cold email or GoHighLevel

  I work in none of the three.

• You have not chosen a CRM

  The five days read a live system with real deals.

• You want the report to back a rebuild already signed

  The report says what the five days find, including fixes that protect less than the repair costs.

I work alone with B2B sales teams of three to fifteen in Europe and the Middle East, in HubSpot, Pipedrive and Zoho. Automation goes in Zapier, with Make or n8n where needed.

• A spreadsheet of quiet deals, with stage, amount and why.

• A fifteen-minute recording of me inside your system.

• One page splitting findings into settings and process.

• The three fixes to make first, with the money each protects.

• An hour on a call.

• The report lands on day five or the 500 comes back.

• Your audit log shows read-only access for five days.

• Thirty days after handover, if over 10% of open deals sit past their stage limit with no reason logged, I return free for five days.

A watcher counts from the last client message and raises the deal when nobody reacts. One screen carries today's work with the money.

• “…you will be inside our live CRM for a week?”

  Access is read-only for all five days. In the repair I list every change first, and bulk edits keep a copy.

• “…I am not technical, will this go over my head?”

  The report is written for whoever runs sales, and the recording walks your screens. I ran a sales team for four years.

• “…you hand it over and we are on our own?”

  The rules table stays in your account to edit, with a recorded walkthrough. A monthly check afterwards runs 700 to 1,200 USD. The 500 comes off a project booked inside 60 days.