Find out exactly what's broken before you pay to fix it
A CRM audit is a full review of your tools, pipeline and workflow, plus a written plan of what to fix first and what it costs. I go through your CRM, your calls, your scheduling and your paperwork, and hand you an honest answer, including whether you need a full build at all. One to two weeks, fixed price, $2,000.
Most consultants sell you a rebuild before they know what's actually wrong.
An audit answers that question first, in writing, before anything gets rebuilt.
What an audit usually finds
None of this is a motivation problem. It is what happens when a shop grows faster than the way it tracks work.
Money leaking through neglect
Tools you already pay for sit half-configured, so features you're paying for never get used.
A CRM built around the wrong workflow
The pipeline stages match a template, not how deals actually move through your business.
Data nobody trusts
Duplicate records and missing fields mean reports get guessed at, not read.
Automation quietly doing the wrong thing
Workflows fire on old rules that stopped matching how you price or follow up.
A team that never got trained
Half the staff avoids the system because nobody showed them how it fits their actual job.
No plan for what's next
You know something is wrong but not what to fix first or what it would cost.
How the audit actually runs
One to two weeks from kickoff to written plan. No changes made to your live system during the audit.
I go through everything
Every tool, every workflow, every place data lives, mapped against how the business actually runs day to day.
I test what's actually happening
Real jobs, real leads, real reports, to see where they break down, not just how the system looks on paper.
I benchmark against what's normal
Compared to businesses your size using the same tools, so you know if you're behind or actually fine.
I write the plan
Written, prioritized, with a real number attached to each fix, not a vague list of problems.
The report is yours
Yours to keep, share, or hand to whoever builds it. No obligation to hire me for the build that follows.
Most audits stop at a checklist
Not because checklists are wrong. Because they do not tell you what to do about it. This one comes with priority and a real cost attached to every item, not just a list of problems.
You take the plan yourself
Plenty of people do exactly this and it is a legitimate outcome. The report stands on its own without me.
Or I build what's on the plan
Priced per stage, starting at $2,000, based on what the audit actually found needs fixing.
What it costs
✓Full audit of your tools, calls, scheduling and paperwork
✓Written plan of what to build and in what order
✓Honest answer on whether you need a full build at all
Some shops stop here, take the plan and do it themselves. That is a real outcome and it has happened.
✓The build, priced by what actually gets built
✓Data migration from whatever you use now
✓Crew training and written procedures
✓Two weeks of support after go-live
You see the module list and the total before anything starts. You pay per stage, never upfront for the whole thing.
Questions people ask before booking a CRM audit
What exactly do I get?
A written report: what is broken, what is working, what to fix first, and a real price for fixing it. Not a sales deck.
Do I have to hire you for the build after?
No. Some people take the plan and do it themselves or hand it to someone else. That is a fine outcome and it happens.
What if the audit finds nothing seriously wrong?
Then I tell you that. It has happened. You paid for an honest answer, not a reason to spend more.
Which CRM do you audit?
Whichever you already use. Jobber, Housecall Pro, ServiceTitan, HubSpot, or something else entirely.
How long does it take?
One to two weeks from kickoff to the written plan landing in your inbox.
Do you only work in Florida?
No. The build is done remotely and works the same anywhere in the US. Linked Core LLC is based in Fort Lauderdale, Florida.
One hour, free, no pitch
Tell me what your CRM looks like today and where it feels broken. I will tell you what I would look at first and roughly what the audit would find.