Unlock Clarity With a CRM Audit
A messy CRM is more than a tech issue — it’s a business problem. Let’s pinpoint what’s broken, align your tools with your team, and turn your CRM into an asset that actually drives revenue.
It's time to stop guessing
When you're ready for another set of true expert eyes, everything clicks into place.
You can easily see what your clients need to do to get results — but seeing clearly inside your own business?
Yeah… that part gets messy for everybody.
Getting a second set of eyes (especially from someone who lives and breathes operations) gives you the kind of perspective shift that gets you out of the weeds and back into momentum.
This audit is designed to do exactly that — without the fluff.
The four pillars of the Online Business Audit
Years of experience with clients that are trying to move on up faster than the Jeffersons has taught me what steps are worth your time and what simply aren’t. I’ve distilled this “only the good stuff” approach into one audit broken into four pillars:
This audit cuts the noise and breaks everything into four strategic pillars:
Systems Audit
A deep evaluation of the core systems running your business — CRM, automations, tagging logic, delivery workflows, project management, and operational flow.
You’ll know what’s working, what’s breaking, and what needs a complete tune-up.
I'll audit
How to do a business audit for your client for each department (marketing, sales, finance, operations, client delivery, and legal).
Get the exact task list and steps needed to complete the needed items from your client's audit.
How to implement recurring audits (both quarterly and annually) and add it automate it to your project management tool.
Finance Audit
If you can give clarity to a CEO on their own business: they’ll think you’re a superstar. I’ll teach you how to do this by running a rigorous audit across a client’s 6 key areas. And with your revelation on their hidden inefficiencies & strengths in hand, you’ll have ready a tailored action plan.
You'll learn:
How to do a business audit for your client for each department (marketing, sales, finance, operations, client delivery, and legal).
Get the exact task list and steps needed to complete the needed items from your client's audit.
How to implement recurring audits (both quarterly and annually) and add it automate it to your project management tool.
Positioning Audit
If you can give clarity to a CEO on their own business: they’ll think you’re a superstar. I’ll teach you how to do this by running a rigorous audit across a client’s 6 key areas. And with your revelation on their hidden inefficiencies & strengths in hand, you’ll have ready a tailored action plan.
You'll learn:
How to do a business audit for your client for each department (marketing, sales, finance, operations, client delivery, and legal).
Get the exact task list and steps needed to complete the needed items from your client's audit.
How to implement recurring audits (both quarterly and annually) and add it automate it to your project management tool.
Experience Audit
If you can give clarity to a CEO on their own business: they’ll think you’re a superstar. I’ll teach you how to do this by running a rigorous audit across a client’s 6 key areas. And with your revelation on their hidden inefficiencies & strengths in hand, you’ll have ready a tailored action plan.
You'll learn:
How to do a business audit for your client for each department (marketing, sales, finance, operations, client delivery, and legal).
Get the exact task list and steps needed to complete the needed items from your client's audit.
How to implement recurring audits (both quarterly and annually) and add it automate it to your project management tool.
What's Included
$997 | Investment
This is a strategic audit that helps you see your CRM through a RevOps lens. I'll walk away knowing exactly what’s working, what’s not, and what to prioritize next.
Custom Audit Report covering all four pillars
Detailed recommendations, examples, and templates for improving systems + offers
3-month implementation plan tailored to your goals
45-minute Implementation Consultation (Google Meet)
Optional support add-ons available after the audit
How to Get Started
1 - discovery call
During this call, we'll dive into your business the current state of your business and where you're trying to go. It's a chance for us to get to know each other and for me to understand the unique dynamics of your business.
2 - contract & invoice
If we're a good fit, you'll be sent your contract, and invoice. The contract will have all the details we need. Once you've reviewed your contract, signed and paid your first invoice you'll be sent a link to your onboarding call.
3 - delivery & action plan
Our first three months is a period of intensive auditing, strategy, and implementation. We'll start with an onboarding kick-off call to get me in your backend and this is where our relationship and building begins.
"I am grateful I found her"
"I love how she breaks things down and makes things simple for you to understand and grasp!. Qwantel has a passion for what she does and it shows when you work with her."
"I am beaming"
"She gave me more me more clarity and peace than I can possibly describe for my business. Thank you, Thank you!.. "
Get Your Business Audited Today
Ready for real, actionable clarity about how to move the needle in your business?
Frequently Asked Questions
Who is this for?
Founders, RevOps teams, or operations leads who manage (or depend on) a CRM that’s grown messy over time.
Do you only work with Hubspot?
Nope, I specialize in HubSpot, Salesforce, HighLevel, Attio and Practice Better CRM Systems. The same RevOps principles apply to all.
Will you fix everything for me?
This is a strategic audit, not an implementation package. You’ll get a prioritized roadmap and clarity to delegate or execute internally.
Can we work together after this audit?
Absolutely. Many clients continue with implementation or ongoing RevOps consulting once their audit is complete.
SERVICES
OBM retainer
highlevel setups
online business audit
OBM BUSINESS LAUNCH KIT
Online Operations management for online business coaches.
EXPLORE
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obm directory
operations templates
Reviews & results
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