We focus on the four areas where small businesses lose the most revenue.
CRM setup & hygiene — are your fields, stages, and pipelines set up correctly?
Lead routing & follow-up gaps — where are leads falling through the cracks?
Pipeline stage definitions — are your stages clear and consistently used?
Reporting & forecast accuracy — can you trust your pipeline numbers?
Pick a time that works for you. We'll send a calendar invite with a video link.
A Revenue Specialist walks through your CRM, pipeline, and follow-up process with you.
Within 24 hours you'll receive a 1-page written action plan — specific, prioritized, no fluff.
If we can help, we'll tell you. If you don't need us, we'll still give you the plan. The audit is genuinely free — no credit card, no obligation, no follow-up calls unless you ask for one.
After the audit, if you're interested: explore Managed RevOps from $399/mo →
We spend 30 minutes on a video call reviewing your CRM setup, pipeline stages, lead routing, follow-up process, and reporting. We take notes during the call and deliver a 1-page written action plan within 24 hours.
Correct. The audit is a genuine service, not a discovery call disguised as advice. If we think HelloGrowthCRM Managed RevOps could help you after the audit, we'll mention it once at the end. If you don't need us, we'll still give you the action plan.
Your audit is conducted by a trained Revenue Operations Specialist — not a sales rep. They have hands-on experience running CRM operations for US small businesses.
Just show up. It helps if you can share your screen to walk through your CRM, but it's not required. We can work from a conversation alone if that's easier.
That's fine — and actually quite common. We'll review your current process (spreadsheets, email inbox, whatever you're using) and the action plan will include recommendations for getting started with a CRM setup.