Free CRM assessment

Talk to a senior consultant, not a sales rep

You get a senior review of your Salesforce or HubSpot setup and a written summary of what to fix first, at no cost.

Book 30 minutes or send us your situation. You'll speak with a senior consultant who knows your industry, and the person you meet is the person who would lead your project.

What happens next

1. You send the form or book a time. Tell us your platform, your team and what isn't working today.
2. A senior consultant reviews your setup before the call. We read what you've shared first, so the call goes on your questions, not on background.
3. A 30-minute call. We walk through what we found and answer your questions. No sales pitch and no junior handoff.
4. A written summary with recommended next steps. A fixed-scope package, a paid discovery phase or ongoing support, whichever fits. You decide in your own time.

• Senior consultants only
• 700+ engagements delivered
• Reply within one business day

Prefer email or phone? david@vantagepoint.io or +1 (469) 499-3400

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