Two Minute
CRM Integrity Test
Your agency likely feels stuck and you do not know why . You deliver results. You have demand. But growth feels capped.
The answer is almost never market demand or pricing. It is CRM unreliability hiding inside your operations. Deals that will never close stay active. Duplicates inflate pipeline value. Forecasts become fiction.
Why you need this protocol
This document is a diagnostic tool designed to determine if your CRM is a source of truth or false confidence. It includes 3 structured tests, revenue impact scoring, and specific corrective actions you can implement immediately.
Initialize System Scan Below
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Stage Age Check
Detects deals masking as 'Active' that have essentially flatlined. Reveals the ghosts in your machine that distort forecasting.
Duplicate Record Check
Identifies fragmented data capture inflating pipeline value. Fix the split realities causing wasted follow-up effort.
Last Contact Check
Exposes false momentum where the prospect has gone silent. Differentiates actual motion from busy work.