Problems
These are the leaks we fix.
If several of these are true at once, that is usual. They are a system, not a menu. Start with the one that is currently the most expensive.
01
Three versions of last month
CRM, ads, billing, and the spreadsheet each tell a different story. None of them is lying. They were never asked to share a definition.
CEOs who hear three versions of last month. COOs whose teams copy between tools. Anyone asked to dashboard a stack that was never one picture.
02
Meetings argue the number
The pack arrives and the first question is not what to do. It is whether the number is real.
CEOs who still ask for the file. CMOs whose reports get challenged in the room. Finance partners who will not sign a figure they cannot rebuild.
03
The week still runs on a file
Every Friday someone exports, cleans, and copies. The business thinks this is reporting. It is unpaid operations.
COOs, ops managers, and the unofficial data person whose Friday is a CSV ritual. Also CEOs who notice reporting stops when that person is away.
04
Tools stacked. The file stayed.
Zapier, n8n, native CRM flows, a second CRM. The bill grew. Friday still opens a spreadsheet.
Ops and marketing-ops sitting on overlapping automations. Finance leads who see the bill and still wait on the file.
05
Spend cannot find the sale
Ads look complete up to the last event the vendor can see. The close and the invoice live somewhere else.
CMOs who cannot defend spend. Commercial leads who watch paid, organic, and sales-sourced all claim the same deal.
06
Leaders wait on a hero
The answer exists. It lives in a person, not a view. The room waits.
CEOs, COOs, and commercial leaders who still ping one spreadsheet hero for last week.
07
One client. Four records.
Marketing, CRM, calls, and payments each have a version of the same person. Support cannot see billing. Sales cannot see the last conversation.
Heads of sales and enrolment, CMOs, founders whose clients exist as four records.
08
Duplicates break the join
Near-duplicates, missing keys, and fields nobody was asked to fill. Automation misfires. Reports lie with a straight face.
Sales ops, marketing ops, data leads, and anyone whose flow breaks because the CRM is full of almost-the-same people.
See more than one? Start there.
Mark what is true in the operations assessment, or write the two problems that cost the most.
Open the assessment