30 minutes · free
Bring your CRM. We will bring the leak detector.
You leave with a written recommendation of which agent to install first and what it should move. Worth having whether or not you buy anything.
- What to bring
- Read-only access to HubSpot or Salesforce, and whoever knows how revenue actually runs day to day.
- What we do on the call
- Look at your stack, find the leak costing you most, and size it against your own numbers.
- What you leave with
- A written recommendation naming the module to install first, a fixed price and a live date.
No deck. No discovery phase. No agent touches anything during scoping.