See your business working the way it should, in one week.
We map how you work, show what you pay for versus what you use, and put your most important workflow on screen. It costs nothing, takes about two hours of your time, and you keep the report whatever you decide.
Four a month. Next available: week of 2 November.
Five parts, all yours to keep
How you work today
A simple map of your three most important workflows, and where they slow you down.
What you pay for versus what you use
Licences, add-ons and features, set against who actually logs in and what they use.
Your most important workflow, on screen
What it could look like built around you. Screens to react to, not a sales demo.
Your options
Stay as you are, adjust what you have, or move to a system built around you, with a three-year cost comparison for each.
A clear next step
If it makes sense, a fixed-price first phase. If not, we’ll say so.
About two hours of your time
| When | What happens | Your time |
|---|---|---|
| Day 1 | Kickoff call: your top workflows and what’s getting in the way | 45 minutes |
| Day 1 | Read-only access to your current system, or a copy of your spreadsheets | 15 minutes |
| Days 2–4 | We map your workflows, review usage and design your screens | None |
| Day 5 | Walkthrough call: your report, your screens and your options | 45–60 minutes |
| Total | About 2 hours |
It works best if…
- you have about eight or more people using your CRM, or around five or more sharing the same spreadsheets;
- there’s a specific workflow causing real pain, such as quotes, jobs or follow-ups;
- the person who makes the decision can join the two calls;
- you’d act in the next few months if the answer is right.
Not sure? Take the 3-minute fit check first.
You keep the report, whatever you decide
If you want to go further, the next step is the Fit Sprint: in two weeks we make your most important workflow work with your own data, at a fixed price, with your money back if it doesn’t work as agreed. You can stop there.
About the Fit Report
Why is it free?
It’s how we show we understand your business before asking you to commit. We take on four a month so each one gets proper attention.
Is our data safe?
We only need read-only access, and we sign a data processing agreement before we look at anything.
Will you try to sell us something?
We’ll show you your options honestly. If staying as you are is the right answer, the report will say so.
Book your free Fit Report
One week, about two hours of your time, and a report you keep whatever you decide.
Pick a timeFour a month. Next available: week of 2 November.