Assess
Diagnose
Remediate
Compound
Assess: Connect your CRM. Get your health score.
Read-only connection to HubSpot. AI runs a full census across every contact, company, and deal — scoring 100+ data points for quality, completeness, and decay.
What AI Does
- Full CRM data census
- Duplicate cluster detection
- Completeness scoring by field
- Decay & staleness analysis
- Red flag identification
What Humans Do
- Review and validate findings
- Prioritize issues by business impact
- Deliver 1-page health scorecard
Deliverable
CRM Health Scorecard — your overall score (0–100), duplicate clusters, completeness grade, stale contacts, and red flags. Delivered in 24 hours.
Diagnose: Quantify the damage. Build the plan.
Deep-dive analysis beyond the scorecard. Pipeline health, automation gaps, process bottlenecks, and revenue impact modeling. We quantify the exact dollar cost of your CRM issues.
What AI Does
- Pipeline velocity analysis
- Automation gap detection
- Process bottleneck mapping
- Revenue impact modeling
- Integration audit
What Humans Do
- Interpret findings in business context
- Build prioritized remediation roadmap
- Present diagnosis and recommendations
Deliverable
Full CRM Assessment — pipeline analysis, automation audit, revenue impact model, and a prioritized 30/60/90 remediation plan.
Remediate: Fix what's broken. Automate what shouldn't be manual.
Systematic execution of the remediation plan. Dedup, standardize, build automations, connect integrations. Your CRM goes from liability to asset.
What AI Does
- Duplicate merge execution
- Data standardization & enrichment
- Workflow automation engineering
- Integration setup & testing
- Lead routing configuration
What Humans Do
- Oversee merge decisions for edge cases
- Design process workflows
- Train team on new systems
- Validate automation logic
Deliverable
Clean CRM — duplicates merged, data standardized, automations live, integrations connected. Fully operational within 30 days.
Compound: Monitor, optimize, expand. The system gets smarter.
Monthly health monitoring, continuous optimization, and expanding automation coverage. New data gets cleaned on arrival. Processes improve based on performance data. The infrastructure compounds.
What AI Does
- Real-time data hygiene monitoring
- New record validation on entry
- Performance tracking & anomaly detection
- A/B testing on sequences & workflows
- Predictive scoring refinement
What Humans Do
- Monthly strategy sessions
- Pipeline review & forecasting
- Process optimization recommendations
- Quarterly business reviews
Deliverable
Monthly Health Report — updated score, new issues caught, automation performance, pipeline impact, and strategic recommendations.
Start with a free
CRM Health Score.
Connect your HubSpot. Get your score in 24 hours. See exactly where you stand — and what it's costing you.
30 seconds to connect. 24 hours to your score.