Audit · 5 to 7 business days
CRM Setup and Reporting Audit
An independent assessment of your CRM configuration and reporting structure, so you know what is set up correctly, what is missing, and what to fix first.
Pricing is shared after a short scoping message, based on scope.
Scope and final pricing confirmed after inquiry. Timeline: 5 to 7 business days.
Who this is for
- Businesses whose CRM has been running for a while but reporting still feels unreliable
- Sales and marketing teams that cannot agree on pipeline numbers because the data is inconsistent
- Leaders who inherited a CRM setup and want an outside assessment before investing further
- Businesses preparing for a board review, fundraise, or new hire who need clean data first
What is included
- CRM configuration audit: property usage, pipeline stages, and data structure review
- Reporting structure assessment: what you should be tracking and what is currently missing
- Dashboard and metric recommendations tied to your actual business decisions
- Prioritized fix list with implementation notes and recommended sequence
- Summary document you can share with leadership or an implementation team
What you need to provide
- • Admin access to your CRM
- • Description of the key decisions you need reporting to inform
- • Any existing dashboards or reports you currently rely on
Frequently asked questions
What exactly do I get?▼
A CRM setup and configuration audit, a reporting structure recommendation with the specific dashboards and metrics your business should be tracking, and a prioritized fix list with implementation notes.
Is this different from the CRM Cleanup Starter?▼
Yes. The CRM Cleanup Starter focuses on data quality. This audit looks at how your CRM is structured, how reporting is configured, and whether the data you are capturing supports the decisions you need to make.
What CRMs do you work with?▼
HubSpot is my primary platform. I have also worked in Salesforce, Pipedrive, and Zoho. I confirm fit after reviewing your inquiry.
How long does it take?▼
Typically 5-7 business days. I confirm the timeline after reviewing your inquiry.
Do you set up the reports for me?▼
I deliver specifications and recommendations. Building the reports inside your platform can be scoped as an add-on or handled by your team using my documentation.
What do you need from me?▼
Admin access to your CRM, a description of the key decisions you need your reporting to inform, and any existing dashboards or reports you currently use.
Ready to get started?
Send a message to discuss your CRM and reporting needs.
Advisory disclaimer
Marketing and strategy guidance provided by Veriqo Studio is educational and informational. It does not constitute legal, financial, tax, or compliance advice. No guarantees are made regarding specific outcomes. Performance depends on execution, market conditions, and individual circumstances.