The Pipeline Fixer
// Seeing it · Clean up my CRM

The CRM is full of bad data.

// The answer, first

Why is our CRM full of bad data?

Because there are no rules for what goes in and no routine for keeping it clean. The team stops trusting it, then stops updating it, and it gets worse faster.

What does fixing it cost?

Clean up my CRM is $1,550, flat, and takes about a week. The cap is one system and up to 2,000 records; over it, the extra is agreed in writing before work starts.

01 · What it looks like

If this is yours, you’ll recognise it.

  • Duplicates, deals from 2023 still “open”, six spellings of the same source.
  • The team stopped trusting it, so they stopped updating it.
  • So it got worse.
02 · What I hand over

Built in your tools, tested in mine.

  • Duplicates merged
  • Stale deals dispositioned and values standardised
  • The rules that stop it happening again
  • A monthly hygiene routine that takes twenty minutes

03 · The Monday after

The pipeline count is the real pipeline count.

04 · How it goes

Hold it, then thirty minutes.

The guaranteeThe guarantee starts at handover. If your team isn’t running it thirty days later, I do another thirty days at no charge to find out why and put it right.

The holdThe price holds for 14 days, no deposit. You pick a time for the call; a copy of your sheet follows by email, usually within a day.
The call ends one of three ways
  1. It’s what you ticked, and we start.
  2. The cause is different, so the fix is swapped at its listed price.
  3. You’re over the cap, so the extra goes in writing before anything starts.
PayingOne invoice, paid before work starts.
05 · Often built with

Two fixes together share the setup.

Taken together, one kickoff and one handover do for both, so the second fix comes off $130. Where the two share real work, that comes off as well, on its own line.

// Not sure it’s this one

Can’t name it? Start with the Leak Cost Check.

Ten questions and four numbers, no email, a figure on it. If that still doesn’t settle it, Find the leak is seven days in your own CRM for $1,550, and it goes toward the fixes you start inside 30 days.