Before you fund the next CRM, AI, automation, reporting, or integration change, make sure it will improve the outcome you care about.
The CRM Checkup helps service, support, and operations leaders clarify the customer, capacity, workflow, ownership, data, and decision questions that must be answered before the next investment can create value.
A focused way to turn operating friction into a clear next decision.
Through targeted discovery and analysis, SPP identifies where customer work is getting stuck, what's creating avoidable effort, which information and ownership gaps matter most, and what should be clarified before a change is designed or funded.
What you leave with
- A shared picture of the customer or operating problem
- A clear view of workflow, handoff, ownership, and information gaps
- Practical priorities for reducing customer effort or avoidable cost-to-serve
- Decision-ready requirements for a CRM, reporting, automation, AI, or partner-delivered technical change
- A roadmap that separates quick wins from higher-risk or specialist-led work
Choose the depth that fits the decision
Focused
$1,250
Typically completed in 1–2 weeks
For a single core workflow, with up to 2 people involved
- A shared picture of the problem
- A clear view of how the work moves today, where it breaks down, and how it should move once fixed
- Practical priorities for what to fix first
- Decision-ready requirements for the next step
- A roadmap separating quick wins from bigger or specialist-led work
Standard
$3,000
Typically completed in 3–5 weeks, plus a 30-day follow-up
For up to 2–3 workflows, with up to 5 people involved
Everything in Focused, plus:
- Deeper analysis across every deliverable
- A facilitated Stakeholder Alignment Workshop to review findings and build leadership buy-in
- A 30-Day Follow-Up Call to check progress after the engagement
Expanded
$6,500
Typically spans 6–8 weeks of core work, with check-ins across a 90-day window
For up to 4–5 workflows, with up to 8–10 people involved
Everything in Standard, plus:
- The broadest cross-functional analysis across teams
- An Executive Presentation Deck, built for leadership review
- 30/60/90-Day Check-Ins instead of a single follow-up
- Coordination with an implementation partner, if outside technical help is brought in
- Up to 4 hours of implementation office hours during rollout
Need something bigger than this? Larger, enterprise-scope engagements are priced separately — reach out to talk through it.
Compare what's included
| Included | Focused $1,250 | Standard $3,000 | Expanded $6,500 |
|---|---|---|---|
| Shared picture of the problem | |||
| Current + future-state workflow view | |||
| Prioritization | |||
| Decision-ready requirements | |||
| Roadmap | |||
| Stakeholder Alignment Workshop | — | ||
| 30-Day Follow-Up Call | — | — | |
| Executive Presentation Deck | — | — | |
| 30/60/90-Day Check-Ins | — | — | |
| Implementation Partner Coordination | — | — | |
| Implementation Office Hours (up to 4 hrs) | — | — |
Best for teams with a real operating issue or a meaningful technology decision ahead — not for simple task-based configuration requests.