Who this is for
- Coaches, agencies, course businesses, ecommerce brands, and service teams with unclear CRM logic.
- Businesses with manual follow-up, duplicate contacts, messy tags, unreliable workflows, or unclear reporting.
CRM automation audit
Find the broken handoffs in your CRM and automation before you rebuild.
I review the customer journey across forms, CRM, pipelines, payments, access, follow-up, reporting, and documentation so you know what to fix first.
Symptoms buyers recognize
- Leads arrive but nobody knows the next action.
- Contacts are duplicated, tagged incorrectly, or missing source data.
- Payments, access, emails, and dashboards do not tell the same story.
What I review or build
I map the real customer journey and review the critical handoffs between forms, CRM records, pipelines, payments, access rules, follow-up workflows, reports, and team documentation.
Deliverables
- Broken handoff list.
- Risk notes.
- Quick wins.
- 30-day repair roadmap.
- Recommended next implementation scope.
Not included
- Full implementation.
- Migration.
- Custom code.
- Ongoing support.
Access needed
Temporary access to the CRM, forms, payment or access tools involved in the handoff, plus a short explanation of the business goal and what is breaking now.
Why this approach
This is different from a generic CRM review.
The audit follows the actual customer journey instead of checking CRM settings in isolation. That matters when forms, payments, access tools, follow-up, and reports all touch the same contact record.
- I start with what should happen, what happens now, and where the handoff breaks.
- I separate quick wins from risky changes so active lead and buyer paths are protected.
- You leave with a repair order your team can understand before implementation starts.
Before scope starts
First we confirm the handoff, access boundary, and proof path.
Define the working path
We start with the business goal, the tools involved, what should happen, what happens now, and one real example of the failure. That keeps the scope tied to an operating problem instead of a generic tool request.
Use safe evidence first
Early review can use public links, redacted screenshots, a screen share, or limited collaborator access after scope is clear. Do not include passwords, API keys, payment account details, private customer records, or exported lists in the first message.
Protect active systems
Changes should respect live leads, buyers, automation, tracking, reporting, and team ownership. I do not promise rankings, revenue, ROAS, deliverability, platform approval, or AI-output accuracy from a service page.
Leave a handoff trail
The useful output is not only the setup. The handoff should show what changed, what was tested, what remains risky, who owns each next step, and whether documentation, a repair sprint, or monthly support is the right follow-through.
Related context
Read, verify, then choose the right next step.
Service FAQ
Questions buyers ask before a CRM automation audit.
What do you check in a CRM automation audit?
I review the path from lead capture to CRM record, pipeline stage, payment or access signal, follow-up, reporting, and team ownership so the actual broken handoff is visible.
Will the audit include implementation?
No. The audit identifies risks, quick wins, and the recommended repair order. Implementation can be scoped after the audit if the next step is clear.
When should I choose this instead of a full Systems Audit?
Choose this focused CRM audit when the main risk is lead routing, records, tags, pipelines, follow-up, or reporting. Choose the full Systems Audit when payments, memberships, Shopify tracking, dashboards, or several teams also touch the same customer journey.
What should I prepare before the audit?
Prepare the CRM name, the lead sources, what should happen after a lead arrives, what happens now, one example of the failure, and the business impact. Do not send passwords, API keys, exports, or private customer records in the first message.