CRM Strategy & Selection / Hourly

When you need guidance—not a full implementation. Choosing the right CRM is crucial for growth. I work with SMBs and enterprise clients to evaluate Salesforce, Zoho, and HubSpot, create actionable implementation roadmaps, and provide ongoing guidance. Some clients prefer a full strategy package, while others bring me in on an hourly basis to act as their “on staff” CRM consultant—supporting decision-making, workflow design, or technical guidance as needed.

Best For

• “We don’t know which CRM to choose”

• “We need a second opinion before implementing”

• “We want a fractional CRM expert without hiring full-time”

• “We need strategic oversight or solution architecture”

What’s Included

• CRM selection (Salesforce, HubSpot, Zoho)

• Roadmap creation

• Business process design

• Technical advisory

• Architecture consulting

• Data model planning

• Hourly support for admin/config help

• Coaching & training