CRM Automation AuditVinicius Westerhof
I audit your CRM, follow-up process, and automation structure to find where leads, tasks, and opportunities are leaking.
This service is for businesses that already capture leads but have messy workflows, unclear handoffs, broken tags, weak follow-up, or no clear visibility after a lead enters the system.
What you receive
CRM and lead-capture review
Follow-up gap diagnosis
Pipeline, field, and tag review
Lead routing and ownership review
Email automation gap review
Reporting and visibility check
Priority fix list
2–3 page audit summary PDF
Recommended next-step roadmap
Timeline
Day 1: Access, context, and workflow review
Day 2–3: CRM, pipeline, forms, tags, and follow-up audit
Day 4–5: Findings, priority fixes, and audit report delivery
What I need from you
Access to your CRM or screenshots
Current lead capture process
Existing forms, landing pages, or intake flows
Any current follow-up emails or automation workflows
Outcome
A clear audit report showing what is broken, what is missing, what should be fixed first, and which automations will create the most immediate business value.
FAQs
Vinicius's other services
Starting at$200
Duration1 week
Tags
Active Campaign
CRM
HubSpot
Marketing Automation
Audit
Funnel Optimization
Lead Routing
Workflow Design
Service provided by
Vinicius Westerhof São Paulo, Brazil
- 1
- Followers
CRM Automation AuditVinicius Westerhof
Starting at$200
Duration1 week
Tags
Active Campaign
CRM
HubSpot
Marketing Automation
Audit
Funnel Optimization
Lead Routing
Workflow Design
I audit your CRM, follow-up process, and automation structure to find where leads, tasks, and opportunities are leaking.
This service is for businesses that already capture leads but have messy workflows, unclear handoffs, broken tags, weak follow-up, or no clear visibility after a lead enters the system.
What you receive
CRM and lead-capture review
Follow-up gap diagnosis
Pipeline, field, and tag review
Lead routing and ownership review
Email automation gap review
Reporting and visibility check
Priority fix list
2–3 page audit summary PDF
Recommended next-step roadmap
Timeline
Day 1: Access, context, and workflow review
Day 2–3: CRM, pipeline, forms, tags, and follow-up audit
Day 4–5: Findings, priority fixes, and audit report delivery
What I need from you
Access to your CRM or screenshots
Current lead capture process
Existing forms, landing pages, or intake flows
Any current follow-up emails or automation workflows
Outcome
A clear audit report showing what is broken, what is missing, what should be fixed first, and which automations will create the most immediate business value.
FAQs
Vinicius's other services
$200