The CRM AUDIT

The Arranged Blueprint

You have the tool. You're just not using half of it. 

A full review of your CRM, plus a written plan for fixing it. Not vague advice. Actual emails, written for you, and step-by-step instructions.

Book a Discovery Call

A CRM Audit is for you if:

You set up your CRM yourself, or someone set it up for you a while back, and now you're not sure what's actually running, what's broken, or what you're missing. 

You know you're not getting your money's worth. You just can't see where the holes are. That's not a knock on you. Almost nobody sets up a CRM and gets it fully right the first time. You just don't find out what's missing until something slips.

Available for Dubsado, HoneyBook, and Elenore.

"the best in the business!"

“Amber is the best in the business. She is quick at responding, efficient with her time management and was able to answer every one of my questions. It was an absolute pleasure to work with her and it I ever need help with CRM in the future she is absolutely the one I will call!”

Ashley Cox

What you get

I go through everything.

Workflows, forms, emails, proposals, templates, statuses, automations, and the tools you have connected. 

Then you get a written report covering: 

  • Where the gaps are and why they're costing you 

  • What I'd change, in priority order 

  • Rewritten copy for your emails, proposals, and forms. Actual words you can use, not "consider updating this." 

  • Step-by-step instructions clear enough for you, your admin, or your VA to implement 

Bundling implementation? You get a findings summary instead of the full written instructions, since I'm doing the work myself.

Book a Discovery Call
Two ways to use it :

01
Take the plan and run with it.

I’ll write up a detailed report and implementation plan. You or your assistant will implement the changes. Everything you need is in the document.

02
Or have me do it for you.

I implement everything: writing and designing the forms, updating the emails, building and testing the automations. Book it with your audit for bundle pricing.

How It Works

01 | Book your audit, and we'll pick your audit date based on my availability.

02 | Share access to your CRM (Dubsado: add me as a user; HoneyBook: share your login details).

03 | Within three business days of your audit date, you'll receive your full audit report and a clear plan for what's next.

Investment

Audit: $850 

Audit + Half-DAY implementation: $1,650 (save $350)

Audit + Full-Day Implementation: $2,550 (save $400)

Bundle pricing applies when booked together. Implementation booked later is at standard Arranged Day rates.

Thinking about Arranged Admin or the A-Suite? If I didn't build your CRM, this audit comes first.

Book a discovery call