Make your CRM work the way you sell.
KAGrowth Partners reviews your CRM and the sales process around it to find what makes the system clunky, unreliable, or easy to work around. You get documented findings, a proposed sales system, and a scoped plan for putting it into practice. $3,000 fixed scope. Delivered in two weeks once access and interviews are ready.
You have a CRM. Keeping sales moving still depends on you.
Deals sit in the wrong stage. Notes live in inboxes. Someone remembers to follow up, usually because you asked. Getting a useful pipeline report means checking the records yourself. The Diagnostic is for founder-led service businesses whose CRM has become difficult to use or trust. We look at the system alongside the people doing the selling, including owners who handle sales themselves and small teams where one person wears several hats. The review follows real opportunities from inquiry through the buying decision. That helps us distinguish a configuration problem from unclear steps, missing information, or habits the current setup makes hard to change.
What the CRM audit covers
- Setup and pipeline: Whether your stages, fields, views, and required steps reflect how customers actually buy from you.
- Data quality: Whether contact and opportunity records are current, complete enough to use, and consistent enough to support decisions.
- Everyday usability: Where people get stuck, enter the same information twice, or turn to spreadsheets and their inbox instead.
- Follow-up and connections: How inquiries enter the CRM, who owns the next step, and whether reminders, automations, and existing integrations support the work.
- Reporting: Whether you can see active opportunities, stalled deals, and the actions that need attention without chasing updates.
One document that connects the findings to the work
You receive a Sales System Diagnostic with three connected parts:
- CRM and sales-process audit. Documented findings with examples from your records and workflow, showing what is causing friction and why it matters.
- Proposed sales system. Recommended sales stages, responsibilities, CRM setup, follow-up rules, and reporting. Each recommendation connects to a problem identified in the audit.
- Implementation scope. Prioritized changes, dependencies, boundaries, and acceptance criteria. For the agreed priorities, it defines CRM configuration and workflow requirements, implementation tasks, prerequisites, exclusions, sequence, and checks for completion.
For example, a follow-up recommendation would define who owns the next action, what triggers a reminder, and how that action appears in the CRM. The scope would also explain how to check that the reminder reaches the right person. We walk through the document together so you can question the findings, understand the tradeoffs, and decide what to tackle first.
A focused review of your existing setup
The engagement covers one CRM, up to three interviews with you and the people using it, an agreed representative sample of opportunities, and one findings readout. Before the engagement is confirmed, we agree in writing which sales process, connected tools, and representative record sample the review covers. Additional scope requires separate agreement. You provide CRM access, relevant examples, and time with the people who use it. We combine those conversations with the record review to understand how the work happens day to day.
$3,000 for the diagnosis and implementation scope
The fixed price covers the audit, proposed system, implementation scope, and readout. Delivery takes two weeks once the required access and interviews are ready. If you want us to carry out the recommendations, that scope becomes the basis for a separately priced Build proposal. It gives you a clear connection between the problems we found, the changes we recommend, and the work you are considering buying.
Questions about the Diagnostic
Let's talk about what's making your CRM difficult.
Tell us how you sell, what you use, and where it gets frustrating. We'll discuss whether the Diagnostic makes sense for your business.