Not sure if your spreadsheet is ready for a CRM?

Before investing in a new system, it helps to understand what is already working — and what may cause problems later.

I’ll review your Excel or Google Sheets file and identify the most important issues affecting your CRM readiness.

• Data structure and clarity • Missing or inconsistent information • Duplicate or confusing entries • Lead and customer status logic • Basic workflow and handoff gaps • Quick opportunities for improvement

• A short written summary • 3 key issues identified • Practical recommendations • Clear next steps for CRM readiness

Place your order and complete a short intake form.

Share your Excel or Google Sheets file.

I review the structure and key workflow signals.

You receive concise findings and actionable next steps.

Within 2 business days after I receive your file and the necessary information.

This is a focused CRM-readiness check, not a full spreadsheet audit.

It does not include data cleaning, CRM setup, CRM import, or automation implementation.

Ideal for small businesses and teams that want a clear picture of their current spreadsheet before investing in a CRM.