5-Day CRM Health Audit
A rapid, structured assessment of your current CRM. In one business week, I surface configuration debt, workflow failures, security gaps, adoption blockers and optimization opportunities — with a prioritized improvement roadmap you can act on immediately.
Problems This Service Solves
Your CRM Feels 'Off' But You Cannot Pinpoint Why
Users complain, reports are slow, and no one can articulate the root cause. Without a structured audit, you spend months guessing and fixing symptoms while the real problems compound silently.
You Inherited a System Nobody Fully Understands
The original implementation team is gone. Documentation is missing or outdated. Multiple admins have made conflicting changes over the years. The system has become a black box that everyone fears touching.
Adoption Is Declining and Nobody Is Measuring It
Users are quietly reverting to spreadsheets and email. Nobody tracks who logs in, who completes workflows, or where users hit friction. Without adoption data, you cannot fix what you cannot see.
You Are Considering a Migration or Major Upgrade
Before migrating platforms or upgrading editions, you need to understand what you actually have — which configurations are active, which integrations carry real traffic, and what technical debt you would be carrying forward.
What Is Covered
What You Receive
Audit Report (Day 5)
- Executive summary with top 10 findings ranked by business impact
- Configuration inventory — fields, objects, workflows, business rules
- Workflow health report — execution success rates, failure patterns, bottlenecks
- User adoption dashboard — logins, record creation, workflow completion by team
- Security and permissions matrix with identified risks
- Data quality scorecard with cleansing recommendations
Improvement Roadmap
- Findings categorized by severity: Critical / Important / Nice-to-Have
- Quick wins deliverable in under 2 weeks with minimal effort
- Structural improvements mapped to quarterly roadmap
- Effort estimates and recommended sequencing
Leadership Debrief
- 60-minute presentation to your leadership team
- Walkthrough of findings with root cause analysis
- Discussion of recommended path and priorities
- Q&A and next-step alignment
How It Works
Day 1: Discovery & Access Setup
I start with a 90-minute kickoff call with your key stakeholders to understand the history of your CRM, current pain points, and what success looks like. I then request read-only access to your system and any existing documentation. By end of Day 1, I am deep into your configuration.
Days 2-3: Deep Diagnostic
I systematically audit every layer: configuration (fields, objects, layouts), workflows (execution logs, failure patterns), security (roles, permissions, access anomalies), data (quality, duplication, completeness), integrations (sync health, error rates), and reporting (dashboard accuracy, decision utility). I document findings as I go.
Day 4: Analysis & Roadmap Construction
I synthesize findings into a structured report. Each finding is classified by severity and business impact. I build a prioritized improvement roadmap with quick wins (under 2 weeks), structural improvements (next quarter), and long-term recommendations. Effort estimates are included for each item.
Day 5: Report Delivery & Leadership Debrief
You receive the written audit report. I then deliver a 60-minute presentation to your leadership team — walking through findings, root causes, and the recommended path forward. You leave with a clear action plan and the option to engage me for implementation of the recommended improvements.
Common Questions
What CRMs can you audit?
I audit Creatio, Salesforce, Microsoft Dynamics 365, Zoho CRM, and HubSpot. The audit methodology adapts to each platform's architecture, but the diagnostic rigor remains consistent — configuration depth, workflow health, user adoption, security posture, data quality, integrations, and reporting.
What access do you need to our system?
Read-only system administrator access is ideal — it lets me see your full configuration, workflow execution logs, user adoption data, security settings, and integration health. If read-only admin access is not possible, I can work with exported configuration reports and screenshots, though the audit will be less comprehensive.
How is this different from the free 30-minute clarity call?
The clarity call is a 30-minute conversation that gives you directional guidance on which problem to solve. The 5-day audit is a deep, systematic diagnostic that produces a written report with severity-classified findings, data-driven evidence, and a prioritized improvement roadmap you can hand to any team or vendor.
Will the audit disrupt our day-to-day operations?
No. The audit is conducted with read-only access — no configuration changes are made. Your team continues working normally. The only time commitment from your side is the 90-minute kickoff on Day 1 and the 60-minute leadership debrief on Day 5.
What happens after the audit?
You receive a complete, actionable report. You can implement the recommendations yourself, hand the roadmap to your internal team or an implementation partner, or engage me for the recommended improvements. There is no obligation to continue working with me — the audit is a standalone deliverable.
How quickly can we see results from the audit recommendations?
I identify quick wins in every audit — items that can be fixed in under 2 weeks with minimal effort. These typically include removing unused fields, fixing broken workflow triggers, correcting permission anomalies, and cleaning dashboard data sources. The deeper structural improvements are sequenced in the quarterly roadmap.
Do you audit implementations you did not build?
Yes — in fact, that is the most common scenario. Fresh eyes often spot issues that accumulated over years of incremental changes. I approach every audit without assumptions about how the system 'should' work, evaluating what actually exists against what the business actually needs.
What does the audit cost?
The 5-day audit is a fixed-fee engagement. The exact fee depends on the size and complexity of your CRM instance (number of users, modules, integrations, and customizations). I provide a fixed quote before any commitment. Think of it as a fraction of what you would spend fixing the wrong problem for months.
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Ready to Get Started?
Let's discuss how 5-Day CRM Health Audit can address your specific challenges. Every engagement starts with a no-obligation discovery call.