For CRMs where the foundation itself is the problem. We repair the data model so everything built on top of it can be trusted - on the platform you already use.
Property and object cleanup: naming, required fields, dead properties, validation and governance guardrails
Lifecycle stage repair: enforceable definitions, corrected historical states
Duplicate strategy: merge logic, prevention rules
Ownership and record-assignment cleanup
Core list and segmentation rebuild
Baseline reporting: a leadership dashboard that matches reality
Full change log and documentation
Lead routing and assignment: rules, territories, speed-to-lead
Scoring and qualification logic
Lifecycle and SLA definitions the whole team shares
Marketing-to-sales and sales-to-CS handoff workflows
Renewal and expansion motion: owners, triggers, and pipeline visibility after closed-won
Sales guardrails in the CRM: required fields, stage gates, and validation that keep data trustworthy
Leadership and sales dashboards with agreed definitions
Documented operating rules - the "how this system works" manual
For teams scaling revenue on a foundation that works. We build the operating layer: how leads move, who owns them, and how the numbers roll up.
Set up a CRM properly from day one, move from spreadsheets into your first real system, or migrate between platforms - without dragging the old mess into the new system.
Data model design before any data moves
Migration from spreadsheets, Airtable, or legacy tools into a properly designed CRM
Platform-to-platform migration with field mapping, deduplication, and cleansing in transit
Pipeline, lifecycle, and automation rebuild
Team onboarding session and documentation
Post-migration QA and a stabilization window
CRM connections to billing and invoicing, marketing automation, customer support, proposals and e-signature, and data or reporting tools
Sync architecture: which system owns which field, in which direction, and what happens on conflict
Deduplication and data-quality rules at the integration layer
Automation across systems: handoffs, notifications, record creation
Monitoring and documentation so integrations stay healthy after handoff
Your CRM should be the single source of truth, not one more silo. We design and build the connections between your revenue tools so data flows once, correctly, in the right direction.
For teams still running sales from spreadsheets and inboxes. We design the CRM around how you actually sell - data model first, platform second - so you skip years of accumulated mess and start with a system built for your motion.
Sales-motion discovery: how you actually sell, mapped into objects, stages, and fields
Data model and pipeline design before any platform decision
Platform recommendation fitted to your motion, team size, and budget
Lifecycle, ownership, and qualification definitions from day one
Import plan for your existing spreadsheet history
A CRM your team adopts because it mirrors how they already work
For companies with no revenue operations system yet. We design the target architecture - the CRM at the center, connected to billing, tax, invoicing, marketing, support, and data tools - so everything gets built once, in the right order.
Current-state map of every tool touching revenue: CRM, billing, invoicing, tax, marketing, support, data
Target architecture: what the system should look like, with the CRM as source of truth
Integration plan: which tools connect, in what direction, with which owner
Process design: lead flow, handoffs, renewal and billing touchpoints
Build order and phased rollout, sequenced by impact
Vendor consolidation opportunities - tools to keep, replace, or retire
Data foundations ready for AI tooling - clean, consistent, deduplicated from day one
Ongoing support keeps the system trustworthy as your team and stack evolve - maintenance, improvements, new integrations, and a leadership-level review cadence.
Support models are flexible - hours, cadence, and scope are tailored to your team. We shape the right model together on the call.