Resources
Steal the frameworks
The same first-pass frameworks I use in client audits, free to run yourself. If a checklist surfaces something ugly, that's the finding — and a good agenda for a call.
12-point checklistAutomation Opportunity Audit Checklist
Run the same first-pass audit I run with clients — find where the hours actually leak before you buy any tools.
free · no email required to readopen →
architecture blueprintLead Routing BlueprintThe routing architecture that gets every lead a fast, correct first touch — capture rules, assignment logic, and fallbacks.
free · no email required to readopen →
11-step checklistCRM Cleanup ChecklistClean the CRM once, then make it stay clean — dedup, stage discipline, and the process fixes that stop re-dirtying.
free · no email required to readopen →
$ erick --find-bottleneck
Prefer the guided version?
A call gets you the same audit run by the person who wrote the checklist — with your tools and numbers in front of us.
30 minutes · no pitch deck · reply within 24h if you write instead