Optimization & Training

Get the most out of your CRM investment. I audit your setup, optimize processes, and train your team to ensure your CRM drives measurable results.

What’s included:

  • Workflow and process audit

  • Dashboard optimization

  • Automation review & improvements

  • Personalized team training sessions

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Pricing

Hourly Consulting

$150/hr

buckets of hours available

SMB Audit & Training

$2,500-$7,500

Enterprise Audit & Training

$7,500-$15,000