Let’s set you up for CRM Success!
If you already have a CRM but it feels harder than it should, you're not alone. Maybe that's unclear ownership, messy data, low adoption, or not feeling like you're getting all the value you were promised.
I work with growing teams to clean up what’s broken, build what’s missing, and create systems that support real work instead of slowing people down.
CRM help, just how you need it.
We provide hands-on CRM support, either done-for-you or done-together.
Bootcamps & Workshops
CRM: Done-Together
For teams who want to build internal ownership and confidence with their CRM. Bootcamps are hands-on, collaborative engagements where we work side-by-side to design, structure, and improve your system together. You’ll learn the “why” behind key decisions, not just which buttons to click.
This approach is ideal for teams with internal operators who want to truly understand their CRM, avoid costly mistakes, and walk away with a system they know how to maintain and evolve.
Support that grows with you.
Let us provide some guardrails and guidance as your team evolves so that your CRM stays intentional, usable, and aligned with today and tomorrow's business goals.
CRM Corner
CRM Corner is my ongoing support space for founders who want a place to ask questions and get some guidance outside of the huge projects. It’s designed for founders and leaders who need decision support, best practices, and a place to sanity-check ideas as their businesses evolve.
Think of it as systems therapy so that your small questions don’t spiral into huge breakdowns.
Monthly Maintenance Packages
For teams who want more hands-on support, monthly maintenance packages provide light, ongoing execution to keep your CRM clean, functional, and reliable. This includes routine updates, dashboards and analytics, minor enhancements, and system upkeep that help prevent drift over time.
Maintenance packages are best for teams who want their CRM actively maintained, without reopening a large implementation project.
Learn at your own pace.
Some of my tried-and-true frameworks have been turned into self-paced courses or playbooks. See if any align with a challenge your team is navigating.
The Missing Revenue Roadmap
A Salesforce guide to the Conversion Dashboard of your dreams
The Missing Revenue Roadmap is a Salesforce mini-course that helps Sales leaders and admins build the last Conversion dashboard you'll ever build, so they can uncover where revenue is slipping through the cracks and build better visibility into pipeline performance.
It’s ideal if you want clearer insight and shared language — whether you’re preparing for a larger engagement or refining what you already have.