I've spent 15 years inside CRMs. In-house at MarineMax, where a broken automation meant a real salesperson missed a real commission check, not just a bad slide in a QBR. Agency-side, watching companies pay five figures a year for platforms running at maybe 30% of what they paid for.
Same five problems, every single time. Doesn't matter the industry. Doesn't matter the tool. Lead routing nobody's checked since the person who built it left the company. Automations "finished" in 2023 and never touched since. A CRM and an email platform that stopped syncing eighteen months ago, silently, the way these things always break.
I got tired of consultants who make you sit through a 45-minute call before they'll tell you which of those five is costing you the most. You already know something's off. You don't need a call to confirm it. You need someone to actually say it.
Outside of CRMs, I'm a mom of three — 7, 4, and 10, so yes, I'm in the thick of it — and most weekends I'm on a trail with my horse Apollo, currently training toward Mt. Falcon and the next 14er after that. Apollo doesn't care that I had a long week. Show up, do the work, or he knows. Your CRM works the same way. It doesn't wait for a slow quarter to get fixed on its own. I'd rather you spend your Saturday with your family than untangling automations that were "finished" three years ago — so let's just fix it.