CRM Health Check
If you don’t trust your CRM data, this identifies what’s broken and what to fix first.
One-off execution fix · Fixed scope · Fixed price
Why this exists
Most CRMs are technically “live” but practically unreliable.
Data is inconsistent. Stages don’t reflect reality. Reports exist but aren’t trusted. Different people interpret the same numbers in different ways.
When this happens, decisions are made on gut feel instead of signal. Activity increases, but clarity doesn’t.
This fix exists to restore trust in the system.
What this fix does
This is not a CRM rebuild or a new system rollout.
The CRM Health Check reviews how your CRM is actually being used and where it’s failing to provide reliable insight. It identifies issues across data quality, structure, ownership, and reporting that stop the CRM from supporting the business properly.
The focus is on diagnosis and prioritisation, not configuration for its own sake.
What’s included
- Data quality and structure review
Assessment of accuracy, consistency, duplication, and decay across core records. - Pipeline and stage logic review
Evaluation of whether stages reflect real progress or just admin movement. - Ownership and usage assessment
Identification of gaps in responsibility, behaviour, and system adoption. - Reporting reliability check
Analysis of where reports break down and why numbers can’t be trusted.
How it works
- You buy the fix.
- You provide access to the CRM and relevant context.
- A clear health check with prioritised findings is delivered.
No rebuild. No tool replacement. No long engagement.
What changes after
- CRM data becomes usable and believable
- Reporting reflects reality, not interpretation
- Fix priorities are clear instead of overwhelming
Price
£1,295
One-off execution fix.