Targeted Fixes

We fix what the diagnostic found.
No scope creep. No surprise bills.

You know what's broken. Optimization fixes 2-5 specific system breakdowns: stage definitions, handoff logic, automation gaps, pipeline hygiene. Scoped upfront, delivered in weeks.

Start with a free assessment Book a discovery call →
Fixed fee 4-8 weeks 2-5 targeted fixes 30-day validation
See the full methodology →
Why consulting after self-serve

The Console identifies the problems. Optimization fixes them. If your scorecard results or workspace assessments surfaced specific breakdowns, this engagement goes hands-on.

01

The handoff, before and after.

Three teams. One lead flow. The left side is what we typically find. The right side is what we build.

Handoff Flow
Before
Mktg
Capture lead Score Enrich
Sales
Assign rep Context? Leads lost
CS
Manual report Days-long lag
Throughput Low
After
Mktg
Capture Score Enrich Auto-route
Sales
Route by territory Full context packet 4hr SLA
CS
Auto report Alert rules Real-time
Throughput High
Result
More qualified meetings, fewer dropped leads
02

Four phases. Targeted, not total.

Scoped to 2-5 breakdowns. Each phase confirms what to fix, designs the fix, builds it, then validates it held.

Engagement Timeline
1

Scope

Confirm the 2-5 breakdowns to address. If you completed a diagnostic, we start from those findings.

Week 1
2

Design

Map the target state. Stage definitions, routing logic, automation rules. Documented before anything is built.

Week 2-3
3

Implement

Build the fixes in your CRM. Test in sandbox. Migrate to production. No surprises.

Week 3-6
4

Validate

30-day post-implementation check. Confirm the fixes hold under real usage.

Week 8
03

A system that works differently on Monday.

Everything you hold at the end is built for your team, not for a consultant's portfolio.

Deliverables

CRM configuration changes

Stage definitions, field architecture, routing rules, and automation. Implemented, tested, and documented.

Process documentation

How each fixed process works, who owns it, and what triggers it. Written for your team.

Validation report

30-day post-implementation data showing the fixes hold. Before and after metrics.

Runbook

Step-by-step maintenance guide. Your team can manage and extend everything without calling us back.

Optimization fixes what's broken. If the entire system needs to be redesigned, that's Architecture.

1
Diagnostic
$3,500+
2
Optimization
$8,500
3
Architecture
$18,000+
4
Advisory
From $397/mo
04

Fixed price. Scoped upfront.

No hourly estimates. No scope ambiguity. You know the investment before you commit.

$8,500
Fixed fee · 4-8 weeks
  • 2-5 targeted system fixes
  • CRM configuration changes (implemented)
  • Process documentation
  • Automation setup and testing
  • 30-day validation check
  • Team runbook
05

Frequently asked

Do I need a diagnostic first?
Not required. If you already know what's broken (from your own analysis or a Console scorecard), we can scope directly. The diagnostic accelerates scoping but isn't a prerequisite.
What CRM platforms do you work with?
HubSpot and Salesforce primarily. The methodology applies to any CRM, but implementation depth varies by platform.
What if we need more than 5 fixes?
If the scope exceeds targeted optimization, Architecture may be the better fit. We'll tell you during scoping. We don't upsell by underscoping.
Will this break our existing workflows?
All changes are designed, documented, and tested in sandbox before production. The 30-day validation check catches anything that needs adjustment.

You diagnosed it.
Now fix it.

Start with the free scorecard or go straight to a conversation about what needs fixing.

Start with a free assessment