Who It’s For

Struggling to get the most from your CRM?  You’re not alone. Many businesses are stuck with messy data, underused tools, and good intentions that never get actioned.

This programme is built for:

• Business owners juggling too many systems

• Sales or ops teams frustrated by clunky processes

• Solo Admin who want a sounding board, a second brain, or strategic backup

• Anyone who wants their CRM to just work

Whether you're brand new or deep into HubSpot, Monday.com, Salesforce, or something else — this is your space to fix it.

What You Get

This is not a course. It’s not another “learn it yourself” resource.

It’s working sessions with a CRM expert where you:

• Solve real CRM problems together, live

• Get tailored, clear advice that fits your business

• Learn by doing — not guessing

Depending on your package, you’ll also get:

• WhatsApp or email support between sessions

• KPI and CRM performance reviews

• Training, audits, automation builds, and more

How It Works

1. You book in
We start with a short Discovery Form to understand your CRM setup and goals.

2. We meet live
We’ll work through your biggest pain points or priorities — together, in real time.

3. You make progress
You’ll leave each session with clarity, quick wins, and simple action steps.