HubSpot/CRM Audit & Process Optimization

🏆 Choose Your Optimization Package:

🔹 Tier 1: Core Automation Audit & Strategy

• Investment: $795.00 CAD
• Best For: Independent professionals or small teams looking to plug immediate time leaks.
• What You Get: 📄 [Click here to view the Full Audit Deliverable Value Breakdown (PDF)]
  • A comprehensive 45-minute discovery interview to trace your exact operational friction points.
  • A personalized Bottleneck Analysis Report mapping out where your team is losing daylight.
  • 3 specific tool prescriptions (HubSpot or equivalent off-the-shelf software) customized to your workflow.
  • A simple, plain-language 4-day quick-win implementation guide to get you up and running immediately.

🔸 Tier 2: Premium RevOps Strategy & ROI Matrix

• Investment: $1,450.00 CAD
• Best For: Growing businesses looking to align sales, marketing, and customer data seamlessly.
• What You Get:
  • Everything included in Tier 1.
  • A custom Effort vs. Impact Matrix to help you prioritize setups that yield the fastest results with the least friction.
  • A Quantified Financial ROI Roadmap showing exactly how many weekly hours your team will reclaim and the monthly dollar savings.
  • Detailed software subscription cost projections so there are zero financial surprises.
  • A 30-minute face-to-face review call to walk through the strategy together and answer every question.

🚀 Tier 3: Complete "Done-For-You" Portal Setup & Integration

• Investment: $2,500.00 CAD
• Best For: Organizations that want a flawless setup without doing any of the technical heavy lifting.
• What You Get:
  • Our complete, deep-dive Operational Matrix and Time Audit Report.
  • Official HubSpot Onboarding Fee Waiver (saving your business up to $3,000–$7,000 in mandatory manufacturer setup fees).
  • 3 hours of direct hands-on configuration by a certified expert to build out your pipelines, integrate automated meeting recorders, connect team calendars, and configure basic tracking layouts.
  • A seamless handoff with your workflows fully operational from day one.

📋 How the Process Works:

1. Select Your Tier & Secure Your Spot: Choose the package above that best fits your business goals and complete checkout.
2. Instant Calendar Booking: Right after checkout, you will be prompted to pick a convenient date and time for our 45-minute discovery session.
3. The Interview: We meet over a secure video link to map out your day-to-day operations. (We handle all the note-taking; you just talk shop).
4. Delivery: Within 48 hours, your custom, beautifully structured, plain-language strategy blueprint is delivered straight to your inbox.

No tech experience or previous business audits required. We translate the software into plain business results.