// Running it · Map the process
Nobody agrees what the process is.
// The answer, first
Why does nobody agree what the sales process is?
Because it was practised, never drawn. Each person knows their own step and guesses the rest, so every argument about the CRM is really about who owns which arrow.
What does fixing it cost?
Map the process is $1,100, flat, and takes about a week. The cap is one pipeline; over it, the extra is agreed in writing before work starts.
01 · What it looks like
If this is yours, you’ll recognise it.
- Ask three people how a deal moves from enquiry to invoice.
- You get three drawings.
- Every disagreement about the CRM is really this.
02 · What I hand over
What you keep.
- The current state, as it actually happens
- The future state with decision points, owners and handoffs
- Both signed off by the people who run it, before anything is built on top
03 · The Monday after
There is one drawing, and the argument is over.
04 · How it goes
Hold it, then thirty minutes.
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
- It’s what you ticked, and we start.
- The cause is different, so the fix is swapped at its listed price.
- 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.