Free CRM Audit: See What's in Your Data
Most B2B companies are sitting on pipeline they can't see. Incomplete records, stale contacts, missing fields. This audit shows you exactly what you have and what you're leaving on the table.
Three steps. Thirty minutes.
No preparation needed. We'll walk through everything live.
We look at your CRM live
Jump on a 30-minute call. We'll screen-share and walk through your CRM together. We're looking at fill rates, data freshness, duplicates, and missing fields.
We score your data health
You'll see exactly how complete your records are, where the gaps are, and how many accounts could be enriched. Real numbers, not vague estimates.
You get an actionable report
Within 24 hours, you'll have a written summary with data quality scores, opportunity sizing, and concrete recommendations. Use it however you want.
What you'll walk away with
No commitment. No pitch.
This isn't a disguised sales call. If enrichment makes sense for your data, we'll tell you what it would look like. If it doesn't, we'll tell you that instead. Either way, you walk away knowing exactly where your CRM stands.
Who this is for
Common questions
What does the audit actually cover?
We look at data completeness (what percentage of key fields are filled), data quality (how many records are stale, duplicated, or invalid), and opportunity (how many enrichable records you have and what that could mean for pipeline).
How long does the audit take?
The call itself is 30 minutes. We'll walk through your CRM live, assess the data landscape, and tell you exactly what we see. You'll have an actionable summary within 24 hours.
Is this actually free or is it a sales pitch?
It's a real audit. You'll get specific numbers on your data quality and concrete recommendations you can act on with or without us. If enrichment makes sense, we'll tell you. If it doesn't, we'll tell you that too.
What CRMs can you audit?
Dynamics 365, Salesforce, and HubSpot. We need read access to assess data quality. We'll walk you through the permissions on the call.
What happens after the audit?
You get a written summary with data quality scores, gap analysis, and recommendations. If enrichment would move the needle, we'll quote a project. If not, you still walk away with a clear picture of your data health.