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WHILE YOU’RE HERE
Here’s what I’ve noticed
after auditing my clients CRMs
The checklist will show you what’s broken. But knowing what to fix and actually fixing it are two different things.
Most business owners I work with aren’t bad at tech — they’re just too close to their own systems to see what’s missing. They’ve duct-taped together something that kind of works, and they’re afraid to touch it in case it falls apart.
When we dig in together, we usually find the same things: leads going cold because no follow-up was triggered, pipeline stages that made sense six months ago but don’t anymore, and a whole layer of automation that should exist but doesn’t.
The good news? Most of it is fixable in a matter of hours — not weeks — when you know exactly where to look.
🗂️
CRM Setup & Cleanup
Pipeline stages, contact fields, and data structure that actually reflects how you work.
⚡
Automation Builds
Follow-up sequences, lead routing, and workflows that run while you sleep.
🔗
Tool Integration
Getting your CRM talking to your booking, email, and payment tools seamlessly.
Ready to fix it — not just
find what’s broken?
My 10-hour retainer is designed exactly for this: we audit, we prioritize, and we build — together.
No pressure — see if it’s a fit first
Total Virtual Assistant 