A regional office-equipment dealer in Michigan had a capable CRM and a hard-working sales team, but leads, follow-ups, and renewal deadlines kept slipping through the cracks. Here is what the audit found, and what fixing it changed.
This was not a company that had neglected its CRM. They had invested in a real platform, they had years of customer history in it, and they had a salesperson who knew his accounts cold. On paper, everything was in place.
In practice, the system had drifted. Renewal dates that should have triggered a timely outreach were buried where nobody was looking. Follow-ups from conversations lived in someone's memory or an email thread rather than in the CRM. Appointments were being scheduled by hand, one at a time, with no reliable way to make sure nothing was double-booked or forgotten. The team was not failing. They were spending their energy compensating for a system that had quietly stopped doing its job.
The engagement started exactly the way every one of ours does: read-only. Before touching anything, we scanned the system to see where the leaks actually were and graded each area. The picture that came back matched what the team felt but could not quite prove:
The task automation and scheduling gap stood out most. The team cared about follow-through. The system gave them no structure to lean on, so follow-through depended entirely on someone remembering.
The read-only audit became the blueprint for a full rebuild, done under its own agreement with clear boundaries on exactly what we were authorized to touch. The single biggest lift was in task automation and scheduling, the area that had been quietly costing the most.
Deadlines that were once a matter of luck now surface as tasks well in advance, so nothing valuable ages out unnoticed.
Customer conversations turn into logged, dated follow-ups on their own, no longer dependent on someone remembering.
A repeatable weekly cadence replaced manual, one-at-a-time booking, freeing the team to sell instead of coordinate.
Cleaned records and an ongoing upkeep routine mean the team can finally believe what the CRM tells them.
The rebuilt system surfaced and prioritized the accounts. The client's salespeople made the calls and booked the appointments.
None of it required the team to work harder. It required the system to stop working against them, and that started with a read-only look at what was actually broken.
This turnaround started with one thing: a read-only look at exactly what was broken. That is the $297 CRM Audit, a graded report card on your own system and the blueprint any fix is built from. If you hire us to complete the recommended CRM work within 30 days of receiving your audit, the $297 audit fee is credited toward your project.
Start My $297 CRM Audit →Read-only from start to finish · report card in 3 to 5 business days · audit fee credited toward the project when you hire us within 30 days